Morgan Stanley
ZEO

Morgan Stanley’s Zeo Energy ZEO Stock Holding History

Morgan Stanley’s Portfolio ZEO Stock Details ZEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.58K Hold
2,756
– – ﹤0.01% 7369
2025
Q4 		$3K Sell
2,756
-1,319
-32% -$1.81K ﹤0.01% 7168
2025
Q3 		$5.5K Buy
+4,075
New +$8.21K ﹤0.01% 7062

Other funds holding ZEO

CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
PSC
Piper Sandler & Co Minneapolis, Minnesota $102M AUM 0.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley's ZEO Position: Q1 2026 in Review

Morgan Stanley held its Zeo Energy (ZEO) position steady in Q1 2026 at 2,756 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #7369.

Morgan Stanley first reported a position in ZEO in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.5K in Q3 2025. 33 funds tracked by Wall St. Rank hold ZEO as of Q1 2026.

  • Morgan Stanley held 2,756 shares of Zeo Energy worth $1.58K as of Q1 2026.
  • Morgan Stanley left its Zeo Energy share count unchanged in Q1 2026.
  • Zeo Energy made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7369 holding.
  • Morgan Stanley first reported a position in Zeo Energy in Q3 2025 and has held it in 3 quarters since.
  • Morgan Stanley's Zeo Energy position peaked at $5.5K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Zeo Energy as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.