NewEdge Advisors’s Zeo Energy ZEO Stock Holding History

NewEdge Advisors’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 Q2	$165	Hold	250	–	–	﹤0.01%	4128
2026 Q1	$144	Buy	+250	New	+$248	﹤0.01%	4075

Other funds holding ZEO

CFG

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GLF

Groupe la Francaise Paris, France $8.31B AUM 37.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

SAMH

Shanda Asset Management Holdings Tortola,, British Virgin Islands $2.09B AUM 39.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

NewEdge Advisors's ZEO Position: Q2 2026 in Review

NewEdge Advisors held its Zeo Energy (ZEO) position steady in Q2 2026 at 250 shares worth $165. The position accounts for ﹤0.01% of the portfolio, ranked #4128.

NewEdge Advisors first reported a position in ZEO in Q1 2026 and has held it in 2 quarters since. 30 funds tracked by Wall St. Rank hold ZEO as of Q2 2026.

NewEdge Advisors held 250 shares of Zeo Energy worth $165 as of Q2 2026.
NewEdge Advisors left its Zeo Energy share count unchanged in Q2 2026.
Zeo Energy made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #4128 holding.
NewEdge Advisors first reported a position in Zeo Energy in Q1 2026 and has held it in 2 quarters since.
30 funds tracked by Wall St. Rank held Zeo Energy as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.