Zeo Energy
33 hedge funds and large institutions have $1.15M invested in Zeo Energy in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
3% more funds holding
Funds holding: 32 → 33 (+1)
0.3% more ownership
Funds ownership: 5.72% → 6.02% (+0.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
45% less capital invested
Capital invested by funds: $2.07M → $1.15M (-$922K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
+$173K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$74.3K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$36.1K |
| 4 |
Jane Street
New York
|
+$14.2K |
| 5 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$13.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSC
Piper Sandler & Co
Minneapolis,
Minnesota
|
-$169K |
| 2 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$26.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.63K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.62K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.53K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| $177 | +$305 | +308 | New |
|
|
NA
27
NewEdge Advisors
New Orleans,
Louisiana
| $144 | +$248 | +250 | New |
|
|
SS
28
SBI Securities
Tokyo,
Japan
| $77 | – | – | – |
|
29
Fidelity Investments
Boston,
Massachusetts
| $57 | – | – | – |
|
|
CA
30
CoreCap Advisors
Southfield,
Michigan
| $21 | – | – | – |
|
|
MCM
31
MAI Capital Management
Independence,
Ohio
| $15 | – | – | – |
|
32
Osaic Holdings
Scottsdale,
Arizona
| $4 | – | – | – |
|
|
FFA
33
Farther Finance Advisors
San Francisco,
California
| $2 | – | – | – |
|
|
MWM
34
Mission Wealth Management
Santa Barbara,
California
| – | -$26.4K | -24,197 | Closed |
|
|
35
Bank of America
Charlotte,
North Carolina
| – | -$1.62K | -1,485 | Closed |
|
ZEO Hedge Fund Activity: Q1 2026 in Review
33 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Zeo Energy (ZEO) for Q1 2026, worth a combined $1.15M — down 45% from $2.07M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ZEO positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Citizens Financial Group, adding an estimated $173K. The largest seller was Piper Sandler & Co, cutting an estimated $169K.
- 33 institutional investors held Zeo Energy (ZEO) as of Q1 2026, up from 32 in Q4 2025.
- Funds reported $1.15M of Zeo Energy stock for Q1 2026, down 45% quarter-over-quarter.
- 5 funds opened new Zeo Energy positions in Q1 2026 and 3 closed out, a net change of +2 holders.
- The largest Zeo Energy buyer in Q1 2026 was Citizens Financial Group, an estimated $173K added.
- The largest Zeo Energy seller in Q1 2026 was Piper Sandler & Co, an estimated $169K sold.
Based on aggregated 13F filings for Q1 2026.