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 Q2	–	Sell	-507,502	Closed	-$291K	–	21
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 $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

Piper Sandler & Co's ZEO Position: Q2 2026 in Review

Piper Sandler & Co sold out of Zeo Energy (ZEO) in Q2 2026, closing a stake of 507,502 shares — an estimated $291K sold.

Piper Sandler & Co first reported a position in ZEO in Q1 2024 and held it in 4 quarters. The position peaked at $915K in Q3 2025. 30 funds tracked by Wall St. Rank hold ZEO as of Q2 2026.

Piper Sandler & Co reported no remaining Zeo Energy position as of Q2 2026 after selling out during the quarter.
Piper Sandler & Co sold 507,502 Zeo Energy shares in Q2 2026, an estimated $291K.
Piper Sandler & Co first reported a position in Zeo Energy in Q1 2024 and held it in 4 quarters.
Piper Sandler & Co's Zeo Energy position peaked at $915K in Q3 2025.
30 funds tracked by Wall St. Rank held Zeo Energy as of Q2 2026.

Based on Piper Sandler & Co's 13F filing for Q2 2026, filed 28 Jul 2026.