TC
ZEO

TownSquare Capital’s Zeo Energy ZEO Stock Holding History

TownSquare Capital’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
2024
Q4 		– Sell
-50,378
Closed -$85.1K – 1670
2024
Q3 		$85.1K Buy
+50,378
New +$138K ﹤0.01% 1437

Other funds holding ZEO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PEP
Pickering Energy Partners Houston, Texas $47.1M AUM 78.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TownSquare Capital's ZEO Position: Q4 2024 in Review

TownSquare Capital sold out of Zeo Energy (ZEO) in Q4 2024, closing a stake of 50,378 shares — an estimated $85.1K sold.

TownSquare Capital first reported a position in ZEO in Q3 2024 and held it in 1 quarter. The position peaked at $85.1K in Q3 2024. 8 funds tracked by Wall St. Rank hold ZEO as of Q4 2024.

  • TownSquare Capital reported no remaining Zeo Energy position as of Q4 2024 after selling out during the quarter.
  • TownSquare Capital sold 50,378 Zeo Energy shares in Q4 2024, an estimated $85.1K.
  • TownSquare Capital first reported a position in Zeo Energy in Q3 2024 and held it in 1 quarter.
  • TownSquare Capital's Zeo Energy position peaked at $85.1K in Q3 2024.
  • 8 funds tracked by Wall St. Rank held Zeo Energy as of Q4 2024.

Based on TownSquare Capital's 13F filing for Q4 2024, filed 13 Feb 2025.