MAI Wealth Advisors »

Zeo Energy Corp shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Zeo Energy Corp (ZEO) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Zeo Energy Corp

Tip: Access up to 7 years of quarterly data

All positions including Zeo Energy Corp held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Zeo Energy Corp by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $35 26 1.38

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

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