Pickering Energy Partners’s Zeo Energy ZEO Stock Holding History

Pickering Energy Partners’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
2025 Q1	–	Sell	-100	Closed	-$343	–	26
2024 Q4	$343	Buy	+100	New	+$166	﹤0.01%	20

Other funds holding ZEO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Abound Financial Granite Bay, California $229M AUM 17.03% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pickering Energy Partners's ZEO Position: Q1 2025 in Review

Pickering Energy Partners sold out of Zeo Energy (ZEO) in Q1 2025, closing a stake of 100 shares — an estimated $343 sold.

Pickering Energy Partners first reported a position in ZEO in Q4 2024 and held it in 1 quarter. The position peaked at $343 in Q4 2024. 10 funds tracked by Wall St. Rank hold ZEO as of Q1 2025.

Pickering Energy Partners reported no remaining Zeo Energy position as of Q1 2025 after selling out during the quarter.
Pickering Energy Partners sold 100 Zeo Energy shares in Q1 2025, an estimated $343.
Pickering Energy Partners first reported a position in Zeo Energy in Q4 2024 and held it in 1 quarter.
Pickering Energy Partners's Zeo Energy position peaked at $343 in Q4 2024.
10 funds tracked by Wall St. Rank held Zeo Energy as of Q1 2025.

Based on Pickering Energy Partners's 13F filing for Q1 2025, filed 15 May 2025.