PSC
ZEO

Piper Sandler & Co’s Zeo Energy ZEO Stock Holding History

Piper Sandler & Co’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 		$291K Sell
507,502
-170,209
-25% -$169K 0.29% 15
2025
Q4 		$739K Hold
677,711
– – 0.52% 19
2025
Q3 		$915K Buy
+677,711
New +$1.37M 0.66% 17
2024
Q2 		– Sell
-50,000
Closed -$285K – 20
2024
Q1 		$285K Buy
+50,000
New +$440K 0.2% 16

Other funds holding ZEO

CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 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
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return

Piper Sandler & Co's ZEO Position: Q1 2026 in Review

Piper Sandler & Co reduced its Zeo Energy (ZEO) stake by 25% in Q1 2026, selling an estimated $169K and leaving 507,502 shares worth $291K. The position accounts for 0.29% of the portfolio, ranked #15.

Piper Sandler & Co first reported a position in ZEO in Q1 2024 and has held it in 4 quarters since. The position peaked at $915K in Q3 2025. 33 funds tracked by Wall St. Rank hold ZEO as of Q1 2026.

  • Piper Sandler & Co held 507,502 shares of Zeo Energy worth $291K as of Q1 2026.
  • Piper Sandler & Co sold 170,209 Zeo Energy shares in Q1 2026, an estimated $169K.
  • Zeo Energy made up 0.29% of Piper Sandler & Co's portfolio in Q1 2026, its #15 holding.
  • Piper Sandler & Co first reported a position in Zeo Energy in Q1 2024 and has held it in 4 quarters since.
  • Piper Sandler & Co's Zeo Energy position peaked at $915K in Q3 2025.
  • 33 funds tracked by Wall St. Rank held Zeo Energy as of Q1 2026.

Based on Piper Sandler & Co's 13F filing for Q1 2026, filed 12 May 2026.