Vanguard Capital Management
ZEO

Vanguard Capital Management’s Zeo Energy ZEO Stock Holding History

Vanguard Capital Management’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 		$278K Buy
421,569
+54,597
+15% +$43.6K ﹤0.01% 3791
2026
Q1 		$211K Buy
+366,972
New +$363K ﹤0.01% 3791

Other funds holding ZEO

CFG
Citizens Financial Group Providence, Rhode Island $8.3B AUM 27.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
XT
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Vanguard Capital Management's ZEO Position: Q2 2026 in Review

Vanguard Capital Management increased its Zeo Energy (ZEO) stake by 15% in Q2 2026, buying an estimated $43.6K and bringing the position to 421,569 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #3791.

Vanguard Capital Management first reported a position in ZEO in Q1 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold ZEO as of Q2 2026.

  • Vanguard Capital Management held 421,569 shares of Zeo Energy worth $278K as of Q2 2026.
  • Vanguard Capital Management bought 54,597 Zeo Energy shares in Q2 2026, an estimated $43.6K.
  • Zeo Energy made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #3791 holding.
  • Vanguard Capital Management first reported a position in Zeo Energy in Q1 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Zeo Energy as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.