State Street’s Zeo Energy ZEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$113K Buy
38,900
+14,900
+62% +$43.2K ﹤0.01% 3956
2025
Q1
$36.2K Buy
+24,000
New +$36.2K ﹤0.01% 4138
2023
Q2
Sell
-10,443
Closed -$110K 4733
2023
Q1
$110K Sell
10,443
-1,400
-12% -$14.7K ﹤0.01% 4297
2022
Q4
$122K Buy
11,843
+1,000
+9% +$10.3K ﹤0.01% 4305
2022
Q3
$110K Buy
+10,843
New +$110K ﹤0.01% 4438
2022
Q2
Sell
-10,243
Closed -$103K 4979
2022
Q1
$103K Buy
+10,243
New +$103K ﹤0.01% 4633