Zeo Energy Corporation
ZEO • NASDAQ
Zeo Energy Corporation is a solar company in the energy sector on NASDAQ, led by Andrea Bernatova, with a market cap of $36.5M. As of Q3 2025, 5% of shares are held by 29 institutional investors, with PIPER JAFFRAY & CO. as the largest holder at 2.18%.
Chief Executive OfficerAndrea Bernatova
Market Cap$36.5M
Solar
Energy
Employees190.0
Websiteinvestors.zeoenergy.com
Country
United States of America
Overview
Overview of institutional ownership in ZEO as of Q3 2025 with a market cap of $41.9M
All Institutions
- Institutions
- 29
- Value Held
- $2.1M
- Shares Held
- 1.6M
- Avg Position
- $73.3K
- Median Position
- $14.1K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $18.6K
- Shares Held
- 13.8K
- Avg Position
- $18.6K
- Median Position
- $18.6K
Ownership Breakdown
Based on market cap of $41.9M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in ZEO as of Q3 2025
| Institution | Position Value |
|---|---|
 PIPER JAFFRAY & CO. Long Only Manager | $914.9K 61.87% of portfolio |
 CITIZENS FINANCIAL GROUP INC/RI Institution | $359.3K 0.00% of portfolio |
 VANGUARD GROUP INC Institution | $341.0K 0.00% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $122.3K 0.00% of portfolio |
 Groupe la Francaise Fund of Funds | $59.1K 0.00% of portfolio |
 STATE STREET CORP Institution | $52.5K 0.00% of portfolio |
S Shanda Payment Holdings Ltd. RIA/Wealth | $50.3K 0.00% of portfolio |
U U.S. Capital Wealth Advisors, LLC RIA/Wealth | $42.4K 0.00% of portfolio |
X XTX Topco Ltd Institution | $38.0K 0.00% of portfolio |
M MISSION WEALTH MANAGEMENT, LLC Institution | $32.7K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for ZEO in Q3 2025
- Traded
- +$1.2M
- Buyers
- 24
- Sellers
- 6
- Total Bought
- +$1.6M
- Total Sold
- −$396.0K
- Avg Position
- $66.5K
Biggest Buyers
| Institution | Net Bought |
|---|---|
PIPER JAFFRAY & CO. Long Only Manager | +$914.9K +677.7K shares |
CITIZENS FINANCIAL GROUP INC/RI Institution | +$359.3K +266.2K shares |
Groupe la Francaise Fund of Funds | +$59.1K +43.8K shares |
S Shanda Payment Holdings Ltd. RIA/Wealth | +$50.3K +37.2K shares |
U U.S. Capital Wealth Advisors, LLC RIA/Wealth | +$42.4K +31.4K shares |
X XTX Topco Ltd Institution | +$38.0K +28.2K shares |
M MISSION WEALTH MANAGEMENT, LLC Institution | +$32.7K +24.2K shares |
 Creative Planning RIA/Wealth | +$23.3K +17.3K shares |
 NORTHERN TRUST CORP Institution | +$19.8K +14.7K shares |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | +$18.6K +13.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
VANGUARD GROUP INC Institution | −$142.9K −105.9K shares |
 HighTower Advisors, LLC RIA/Wealth | −$113.8K −39.2K shares |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | −$112.3K −83.2K shares |
T Tower Research Capital LLC Institution | −$25.0K −8.6K shares |
B BlackRock, Inc. Institution | −$1.3K −965.0 shares |
 WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$635.0 −219.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited ZEO in Q3 2025
- New Positions
- 19
- New Value
- $634.0K
- Exited Positions
- 3
- Exited Value
- $139.4K
New Positions
| Institution | Position Value |
|---|---|
CITIZENS FINANCIAL GROUP INC/RI Institution | $359.3K 266.2K shares |
Groupe la Francaise Fund of Funds | $59.1K 43.8K shares |
S Shanda Payment Holdings Ltd. RIA/Wealth | $50.3K 37.2K shares |
U U.S. Capital Wealth Advisors, LLC RIA/Wealth | $42.4K 31.4K shares |
M MISSION WEALTH MANAGEMENT, LLC Institution | $32.7K 24.2K shares |
Creative Planning RIA/Wealth | $23.3K 17.3K shares |
NORTHERN TRUST CORP Institution | $19.8K 14.7K shares |
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | $18.6K 13.8K shares |
C CREDIT INDUSTRIEL ET COMMERCIAL Institution | $14.6K 10.8K shares |
 MORGAN STANLEY RIA/Wealth | $5.5K 4.1K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
HighTower Advisors, LLC RIA/Wealth | $113.8K 39.2K shares |
T Tower Research Capital LLC Institution | $25.0K 8.6K shares |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $635.0 219.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in ZEO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with ZEO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
PIPER JAFFRAY & CO. Long Only Manager | 61.87% $914.9K |
CITIZENS FINANCIAL GROUP INC/RI Institution | 0.00% $359.3K |
 CAZ INVESTMENTS LP Fund of Funds | 0.00% $1.8K |
C CREDIT INDUSTRIEL ET COMMERCIAL Institution | 0.00% $14.6K |
S Shanda Payment Holdings Ltd. RIA/Wealth | 0.00% $50.3K |
X XTX Topco Ltd Institution | 0.00% $38.0K |
U U.S. Capital Wealth Advisors, LLC RIA/Wealth | 0.00% $42.4K |
Groupe la Francaise Fund of Funds | 0.00% $59.1K |
M MISSION WEALTH MANAGEMENT, LLC Institution | 0.00% $32.7K |
 CKW FINANCIAL GROUP RIA/Wealth | 0.00% $2.1K |
Hedge Fund Spotlight
Discover hedge funds investing in ZEO
RENAISSANCE TECHNOLOGIES LLC
Hedge Fund • Quant
Portfolio ManagerPeter Fitzhugh Brown
- Portfolio Value
- $75.8B
- Positions
- 3,419
- Last Reported
- Q3 2025
Sector Allocation
Position in Zeo Energy Corporation
- Market Value
- $18.6K
- Shares Held
- 13.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $1.6B | 2.06% | |
Semiconductors Technology | $1.1B | 1.39% | |
Electronic Gaming & Multimedia Technology | $953.5M | 1.26% |
