Zeo Energy Ownership | Who Owns Zeo Energy?

Zeo Energy Ownership Summary

Zeo Energy is owned by 13.13% institutional investors, and 86.87% retail investors. Fidelity Nasdaq Composite Index is the top mutual fund, with 0.36% of its assets in Zeo Energy shares.

ESAC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Zeo Energy	13.13%	-	86.87%
Sector	Financial Services Stocks	43.07%	12.53%	44.40%
Industry	Shell Companies Stocks	29.08%	16.44%	54.49%

Institutional Shareholders

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2023	16	-42.86%	1,286,489	-52.95%	13	1.69%	5	-44.44%	5	25.00%
Sep 30, 2023	28	27.27%	2,734,589	6.48%	27	4.06%	9	12.50%	4	-
Jun 30, 2023	22	-	2,568,280	-9.14%	26	7.39%	8	-	-	-100.00%
Mar 31, 2023	22	-62.07%	2,826,749	-89.02%	18	0.22%	8	-52.94%	11	22.22%
Dec 31, 2022	58	-4.92%	25,750,913	2.03%	93	1.74%	17	-10.53%	9	50.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Nasdaq Composite Index	18.27K	0.36%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value

Insider Transactions Trends

Date	Buy	Sell

ESAC Ownership FAQ

Who Owns Zeo Energy?

Zeo Energy shareholders are primarily institutional investors at 13.13%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Zeo Energy's industry, Shell Companies Stocks , is 29.08%, which Zeo Energy falls below.

Does Blackrock own Zeo Energy?

BlackRock is not among the top 10 institutional shareholders of Zeo Energy.

Who is the top mutual fund holder of Zeo Energy shares?

Fidelity Nasdaq Composite Index is the top mutual fund holder of Zeo Energy shares, with 0.36% of its total shares outstanding invested in 18.27K Zeo Energy shares.

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