WAM
ZEO

Wolverine Asset Management’s Zeo Energy ZEO Stock Holding History

Wolverine Asset 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
2025
Q3 		– Sell
-219
Closed -$635 – 1854
2025
Q2 		$635 Hold
219
– – ﹤0.01% 1529
2025
Q1 		$330 Buy
+219
New +$482 ﹤0.01% 1505
2024
Q1 		– Sell
-84,210
Closed -$948K – 1910
2023
Q4 		$948K Buy
84,210
+76,338
+970% +$860K 0.01% 730
2023
Q3 		$87.9K Buy
+7,872
New +$86.9K ﹤0.01% 1161
2023
Q2 		– Sell
-187,770
Closed -$1.97M – 1940
2023
Q1 		$1.97M Sell
187,770
-555,275
-75% -$5.78M 0.02% 524
2022
Q4 		$7.68M Buy
743,045
+242,416
+48% +$2.49M 0.08% 263
2022
Q3 		$5.07M Sell
500,629
-70,359
-12% -$710K 0.05% 311
2022
Q2 		$5.73M Sell
570,988
-195,814
-26% -$1.96M 0.06% 295
2022
Q1 		$7.67M Buy
766,802
+59,362
+8% +$591K 0.07% 240
2021
Q4 		$7.02M Buy
+707,440
New +$7.03M 0.07% 246

Other funds holding ZEO

PSC
Piper Sandler & Co Minneapolis, Minnesota $102M AUM 0.13% 1-Year Est. Return
CFG
Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 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
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wolverine Asset Management's ZEO Position: Q3 2025 in Review

Wolverine Asset Management sold out of Zeo Energy (ZEO) in Q3 2025, closing a stake of 219 shares — an estimated $635 sold.

Wolverine Asset Management first reported a position in ZEO in Q4 2021 and held it in 10 quarters. The position peaked at $7.68M in Q4 2022. 30 funds tracked by Wall St. Rank hold ZEO as of Q3 2025.

  • Wolverine Asset Management reported no remaining Zeo Energy position as of Q3 2025 after selling out during the quarter.
  • Wolverine Asset Management sold 219 Zeo Energy shares in Q3 2025, an estimated $635.
  • Wolverine Asset Management first reported a position in Zeo Energy in Q4 2021 and held it in 10 quarters.
  • Wolverine Asset Management's Zeo Energy position peaked at $7.68M in Q4 2022.
  • 30 funds tracked by Wall St. Rank held Zeo Energy as of Q3 2025.

Based on Wolverine Asset Management's 13F filing for Q3 2025, filed 28 Oct 2025.