ZEO ENERGY CORP CL A (ZEO)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RI | $357.4K | 541,175 | 0.00% | 4q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $278.2K | 421,569 | 0.00% | 2q | +14.9%+$36.0K |
| UBS Group AG | $76.6K | 115,994 | 0.00% | 10q | +7011.8%+$75.5K |
| GEODE CAPITAL MANAGEMENT, LLC | $72.2K | 109,279 | 0.00% | 10q | -15.7%-$13.5K |
| PNC Financial Services Group, Inc. | $49.5K | 75,000 | 0.00% | 2q | HELD |
| Groupe la Francaise | $28.9K | 43,761 | 0.00% | 4q | HELD |
| STATE STREET CORP | $25.7K | 38,900 | 0.00% | 6q | HELD |
| XTX Topco Ltd | $25.7K | 38,891 | 0.00% | 4q | -15.0%-$4.5K |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd | $24.6K | 37,249 | 0.00% | 4q | HELD |
| JANE STREET GROUP, LLC | $19.9K | 30,080 | 0.00% | 3q | +21.3%+$3.5K |
| Creative Planning | $11.3K | 17,107 | 0.00% | 4q | -1.0% |
| HRT FINANCIAL LP | $11.0K | 17,270 | 0.00% | new | NEW |
| CREDIT INDUSTRIEL ET COMMERCIAL | $7.2K | 10,845 | 0.00% | 4q | HELD |
| NORTHERN TRUST CORP | $7.0K | 10,625 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $6.9K | 10,497 | 0.00% | 2q | HELD |
| Tower Research Capital LLC (TRC) | $6.6K | 10,043 | 0.00% | 3q | +360.9%+$5.2K |
| CAZ INVESTMENTS LP | $2.7K | 4,107 | 0.00% | 4q | +200.0%+$1.8K |
| MORGAN STANLEY | $1.8K | 2,779 | 0.00% | 4q | +0.8% |
| JPMORGAN CHASE & CO | $1.1K | 1,612 | 0.00% | 4q | HELD |
| ABOUND FINANCIAL, LLC | $1.0K | 1,520 | 0.00% | 3q | HELD |
| CKW FINANCIAL GROUP | $1.0K | 1,527 | 0.00% | 4q | HELD |
| GROUP ONE TRADING LLC | $890 | 1,348 | 0.00% | 4q | HELD |
| Noble Wealth Management PBC | $579 | 876 | 0.00% | 4q | HELD |
| NewEdge Advisors, LLC | $165 | 250 | 0.00% | 2q | HELD |
| SBI Securities Co., Ltd. | $88 | 134 | 0.00% | 7q | HELD |
| FMR LLC | $66 | 100 | 0.00% | 4q | HELD |
| BARCLAYS PLC | $48 | 73 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $24 | 37 | 0.00% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $5 | 8 | 0.00% | 4q | HELD |
| Farther Finance Advisors, LLC | $3 | 4 | 0.00% | 4q | HELD |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-26 | 2026-10-22 | Delisting notice | filing |
| 2026-08-21 | 2026-08-20 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8 | $187.1K | 565,425 | 2 | 0 | 0 | 0.0% |
| Q2 2026 | 30 | $1.0M | 1,542,660 | 3 | 6 | 3 | 0.0% |
| Q1 2026 | 33 | $1.1M | 1,995,041 | 3 | 6 | 4 | 0.0% |
| Q4 2025 | 31 | $2.1M | 1,896,656 | 5 | 7 | 5 | 0.0% |
| Q3 2025 | 30 | $2.1M | 1,577,964 | 23 | 2 | 3 | 0.0% |
| Q2 2025 | 10 | $1.8M | 633,492 | 3 | 5 | 0 | 0.0% |
| Q1 2025 | 10 | $431.8K | 285,950 | 4 | 5 | 1 | 0.0% |
| Q4 2024 | 8 | $532.9K | 155,354 | 4 | 3 | 0 | 0.0% |
| Q3 2024 | 7 | $372.5K | 220,628 | 2 | 3 | 2 | 0.0% |
| Q2 2024 | 7 | $1.5M | 619,206 | 2 | 3 | 1 | 0.0% |
| Q1 2024 | 5 | $2.7M | 465,759 | 5 | 0 | 0 | 0.0% |