USCWA
ZEO

U.S. Capital Wealth Advisors’s Zeo Energy ZEO Stock Holding History

U.S. Capital Wealth Advisors’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
2025
Q4 		– Sell
-31,411
Closed -$42.4K – 1042
2025
Q3 		$42.4K Buy
+31,411
New +$63.3K ﹤0.01% 933

Other funds holding ZEO

PSC
Piper Sandler & Co Minneapolis, Minnesota $102M AUM 0.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAMH
Shanda Asset Management Holdings Tortola,, British Virgin Islands $1.85B AUM 36.09% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

U.S. Capital Wealth Advisors's ZEO Position: Q4 2025 in Review

U.S. Capital Wealth Advisors sold out of Zeo Energy (ZEO) in Q4 2025, closing a stake of 31,411 shares — an estimated $42.4K sold.

U.S. Capital Wealth Advisors first reported a position in ZEO in Q3 2025 and held it in 1 quarter. The position peaked at $42.4K in Q3 2025. 32 funds tracked by Wall St. Rank hold ZEO as of Q4 2025.

  • U.S. Capital Wealth Advisors reported no remaining Zeo Energy position as of Q4 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 31,411 Zeo Energy shares in Q4 2025, an estimated $42.4K.
  • U.S. Capital Wealth Advisors first reported a position in Zeo Energy in Q3 2025 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Zeo Energy position peaked at $42.4K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Zeo Energy as of Q4 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.