Royal Bank of Canada’s Zeo Energy ZEO Stock Holding History

Royal Bank of Canada’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	–	Sell	-83	Closed	–	–	7786
2025 Q4	$0	Buy	+83	New	+$114	﹤0.01%	7733

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 $135M AUM 0.15% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

Royal Bank of Canada's ZEO Position: Q1 2026 in Review

Royal Bank of Canada sold out of Zeo Energy (ZEO) in Q1 2026, closing a stake of 83 shares.

Royal Bank of Canada first reported a position in ZEO in Q4 2025 and held it in 1 quarter. The position peaked at $0 in Q4 2025. 33 funds tracked by Wall St. Rank hold ZEO as of Q1 2026.

Royal Bank of Canada reported no remaining Zeo Energy position as of Q1 2026 after selling out during the quarter.
Royal Bank of Canada sold 83 Zeo Energy shares in Q1 2026.
Royal Bank of Canada first reported a position in Zeo Energy in Q4 2025 and held it in 1 quarter.
Royal Bank of Canada's Zeo Energy position peaked at $0 in Q4 2025.
33 funds tracked by Wall St. Rank held Zeo Energy as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.