WCMNY
ZEO

Westchester Capital Management (New York)’s Zeo Energy ZEO Stock Holding History

Westchester Capital Management (New York)’s Portfolio ZEO Stock Details ZEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-286,764
Closed -$3.2M – 276
2023
Q3 		$3.2M Sell
286,764
-138,611
-33% -$1.55M 0.09% 136
2023
Q2 		$4.62M Hold
425,375
– – 0.15% 136
2023
Q1 		$4.46M Sell
425,375
-264,031
-38% -$2.77M 0.14% 181
2022
Q4 		$7.13M Buy
+689,406
New +$7.13M 0.2% 118