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Zeo Energy Corp shares owned by Creative Planning

Quarter-by-quarter ownership of Zeo Energy Corp (ZEO) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Zeo Energy Corp

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All positions including Zeo Energy Corp held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Zeo Energy Corp by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 17k 1.35

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Top funds holding Zeo Energy Corp

Piper Jaffray & Co.
Citizens Financial Group
Vanguard Group
Geode Capital Management
Groupe la Francaise
State Street Corporation
Shanda Payment Holdings
U.S. Capital Wealth Advisors
XTX Topco
Mission Wealth Management
Creative Planning
Northern Trust
Renaissance Technologies
Credit Industriel Et Commercial
BlackRock

View all funds holding Zeo Energy Corp