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 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 $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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Tower Research Capital (TRC)'s ZEO Position: Q1 2026 in Review

Tower Research Capital (TRC) reduced its Zeo Energy (ZEO) stake by 41% in Q1 2026, selling an estimated $1.53K and leaving 2,179 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #4699.

Tower Research Capital (TRC) first reported a position in ZEO in Q4 2021 and has held it in 7 quarters since. The position peaked at $25K in Q2 2025. 33 funds tracked by Wall St. Rank hold ZEO as of Q1 2026.

Tower Research Capital (TRC) held 2,179 shares of Zeo Energy worth $1.25K as of Q1 2026.
Tower Research Capital (TRC) sold 1,541 Zeo Energy shares in Q1 2026, an estimated $1.53K.
Zeo Energy made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #4699 holding.
Tower Research Capital (TRC) first reported a position in Zeo Energy in Q4 2021 and has held it in 7 quarters since.
Tower Research Capital (TRC)'s Zeo Energy position peaked at $25K in Q2 2025.
33 funds tracked by Wall St. Rank held Zeo Energy as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.