Tower Research Capital (TRC)’s Zeo Energy ZEO Stock Holding History

Tower Research Capital (TRC)’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	$6.63K	Buy	10,043 +7,864	+361%	+$6.28K	﹤0.01%	4196
2026 Q1	$1.25K	Sell	2,179 -1,541	-41%	-$1.53K	﹤0.01%	4699
2025 Q4	$4.05K	Buy	+3,720	New	+$5.1K	﹤0.01%	4266
2025 Q3	–	Sell	-8,615	Closed	-$25K	–	5694
2025 Q2	$25K	Buy	+8,615	New	+$18K	﹤0.01%	3540
2024 Q4	–	Sell	-8,609	Closed	-$14.5K	–	6067
2024 Q3	$14.5K	Buy	8,609 +8,415	+4,338%	+$23K	﹤0.01%	3456
2024 Q2	$417	Buy	194 +181	+1,392%	+$857	﹤0.01%	5336
2024 Q1	$74	Buy	+13	New	+$114	﹤0.01%	5683
2022 Q1	–	Sell	-10	Closed	–	–	6621
2021 Q4	$0	Buy	+10	New	+$99	﹤0.01%	6637

Other funds holding ZEO

CFG

Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $1.21T AUM 78.12% 1-Year Est. Return

Tower Research Capital (TRC)'s ZEO Position: Q2 2026 in Review

Tower Research Capital (TRC) increased its Zeo Energy (ZEO) stake by 361% in Q2 2026, buying an estimated $6.28K and bringing the position to 10,043 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #4196.

Tower Research Capital (TRC) first reported a position in ZEO in Q4 2021 and has held it in 8 quarters since. The position peaked at $25K in Q2 2025. 30 funds tracked by Wall St. Rank hold ZEO as of Q2 2026.

Tower Research Capital (TRC) held 10,043 shares of Zeo Energy worth $6.63K as of Q2 2026.
Tower Research Capital (TRC) bought 7,864 Zeo Energy shares in Q2 2026, an estimated $6.28K.
Zeo Energy made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #4196 holding.
Tower Research Capital (TRC) first reported a position in Zeo Energy in Q4 2021 and has held it in 8 quarters since.
Tower Research Capital (TRC)'s Zeo Energy position peaked at $25K in Q2 2025.
30 funds tracked by Wall St. Rank held Zeo Energy as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.