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
Q2 		$88 Hold
134
– – ﹤0.01% 3537
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 $8.3B AUM 27.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PNC Financial Services Group
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
XT
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SBI Securities's ZEO Position: Q2 2026 in Review

SBI Securities held its Zeo Energy (ZEO) position steady in Q2 2026 at 134 shares worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #3537.

SBI Securities first reported a position in ZEO in Q4 2024 and has held it in 7 quarters since. The position peaked at $447 in Q2 2025. 30 funds tracked by Wall St. Rank hold ZEO as of Q2 2026.

  • SBI Securities held 134 shares of Zeo Energy worth $88 as of Q2 2026.
  • SBI Securities left its Zeo Energy share count unchanged in Q2 2026.
  • Zeo Energy made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3537 holding.
  • SBI Securities first reported a position in Zeo Energy in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Zeo Energy position peaked at $447 in Q2 2025.
  • 30 funds tracked by Wall St. Rank held Zeo Energy as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.