StoneX Group
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StoneX Group’s Zeo Energy ZEO Stock Holding History

StoneX Group’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
Q3 		$5.98K Buy
+17,889
New +$8.06K ﹤0.01% 1883

Other funds holding ZEO

Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

StoneX Group's ZEO Position: Q3 2026 in Review

StoneX Group opened a new position in Zeo Energy (ZEO) in Q3 2026: 17,889 shares worth $5.98K. The stake represents ﹤0.01% of the portfolio and ranks #1883 among its holdings.

10 funds tracked by Wall St. Rank hold ZEO as of Q3 2026.

  • StoneX Group held 17,889 shares of Zeo Energy worth $5.98K as of Q3 2026.
  • Zeo Energy was a new StoneX Group position in Q3 2026.
  • Zeo Energy made up ﹤0.01% of StoneX Group's portfolio in Q3 2026, its #1883 holding.
  • 10 funds tracked by Wall St. Rank held Zeo Energy as of Q3 2026.

Based on StoneX Group's 13F filing for Q3 2026, filed 3 Nov 2026.