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ZEO

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
Q1 		$144 Buy
+250
New +$248 ﹤0.01% 4075

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

NewEdge Advisors's ZEO Position: Q1 2026 in Review

NewEdge Advisors opened a new position in Zeo Energy (ZEO) in Q1 2026: 250 shares worth $144. The stake represents ﹤0.01% of the portfolio and ranks #4075 among its holdings.

33 funds tracked by Wall St. Rank hold ZEO as of Q1 2026.

  • NewEdge Advisors held 250 shares of Zeo Energy worth $144 as of Q1 2026.
  • Zeo Energy was a new NewEdge Advisors position in Q1 2026.
  • Zeo Energy made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #4075 holding.
  • 33 funds tracked by Wall St. Rank held Zeo Energy as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.