SS
ZEO

SBI Securities’s Zeo Energy ZEO Stock Holding History

SBI Securities’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 		$77 Hold
134
– – ﹤0.01% 3482
2025
Q4 		$146 Sell
134
-20
-13% -$27 ﹤0.01% 3303
2025
Q3 		$208 Hold
154
– – ﹤0.01% 3307
2025
Q2 		$447 Buy
154
+134
+670% +$281 ﹤0.01% 3012
2025
Q1 		$30 Buy
20
+8
+67% +$18 ﹤0.01% 3772
2024
Q4 		$41 Buy
+12
New +$20 ﹤0.01% 3682

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

SBI Securities's ZEO Position: Q1 2026 in Review

SBI Securities held its Zeo Energy (ZEO) position steady in Q1 2026 at 134 shares worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #3482.

SBI Securities first reported a position in ZEO in Q4 2024 and has held it in 6 quarters since. The position peaked at $447 in Q2 2025. 33 funds tracked by Wall St. Rank hold ZEO as of Q1 2026.

  • SBI Securities held 134 shares of Zeo Energy worth $77 as of Q1 2026.
  • SBI Securities left its Zeo Energy share count unchanged in Q1 2026.
  • Zeo Energy made up ﹤0.01% of SBI Securities's portfolio in Q1 2026, its #3482 holding.
  • SBI Securities first reported a position in Zeo Energy in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's Zeo Energy position peaked at $447 in Q2 2025.
  • 33 funds tracked by Wall St. Rank held Zeo Energy as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.