Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Zeo Energy Corp (ZEO)

30 + Investors. Track Smart Money conviction in ZEO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — ZEO

Based on 31 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ZEO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
31 hedge funds hold ZEO right now — the highest count in 2.2 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +210% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+210% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 58% buying

11 buying8 selling
Last quarter: 11 funds bought or added vs 8 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 23 → 5 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 74% entered in last year

■ 6% conviction (2yr+) ■ 19% medium ■ 74% new
Only 2 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +5%, value -100%

Value
-99%
Shares
+5%
Last quarter: funds added +5% more shares while total portfolio value only changed -100%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
⚠️

Saturation — most institutions already know this story

4 → 3 → 23 → 5 → 5 new funds/Q
New funds entering each quarter: 3 → 23 → 5 → 5. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 81% of holders entered in last year

■ 0% veterans ■ 19% 1-2yr ■ 81% new
Of 31 current holders: 25 (81%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
8 of 31 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ZEO

In 2026 Q1, 11 hedge funds were net buyers of ZEO (5 opened a new position, 6 added to an existing one), while 8 reduced or exited (4 trimmed, 4 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 31.

Hedge Fund Ownership: ZEO

How many hedge funds hold ZEO — quarterly history vs. share price
Quarterly hedge fund ownership of ZEO vs. share price

Market Analysis: ZEO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZEO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Zeo Energy Corp (ZEO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ZEO has moved relative to its sector benchmark (XLK) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
ZEO
+35.4%
XLK
+39.1%

ZEO outperformed XLK by -3.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
ZEO
-12.4%
XLK
+4.8%

Since the filing became public, ZEO outperformed XLK by -17.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: ZEO
30 + Investors

Track Smart Money conviction in ZEO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 30 30 -
13F Shares 2M 2M 2.86%
Total Value $1M $740M -99.85%
New Positions 5 5 -
Increased Positions 6 7 -1
Closed Positions 5 5 -
Reduced Positions 4 4 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ZEO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

30 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ZEO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ZEO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Piper Sandler & CO. 0.29% 507,502 $291K
2 Citizens Financial Group Inc/Ri 0.00% 541,175 $311K
3 Texas Capital Bank Wealth Management Services Inc 0.00% 70,795 $41K
4 SHANDA ASSET MANAGEMENT HOLDINGS Ltd 0.00% 37,249 $21K
5 Two Sigma Securities, LLC 0.00% 15,491 $9K
6 Caz Investments LP 0.00% 1,369 —
7 Credit Industriel Et Commercial 0.00% 10,845 $6K
8 XTX Topco Ltd 0.00% 45,772 $26K
9 Abound Financial, LLC 0.00% 1,520 —
10 Groupe la Francaise 0.00% 43,761 $25K
11 Noble Wealth Management PBC 0.00% 876 —
12 Tower Research Capital LLC (TRC) 0.00% 2,179 $1K
13 PNC Financial Services Group, INC. 0.00% 75,000 $43K
14 Creative Planning 0.00% 17,278 $10K
15 Vanguard Capital Management LLC 0.00% 366,972 $211K
16 Advisory Services Network, LLC 0.00% 308 —
17 SBI Securities Co., Ltd. 0.00% 134 —
18 Jane Street Group, LLC 0.00% 24,791 $14K
19 Vanguard Fiduciary Trust Co 0.00% 10,497 $6K
20 Group One Trading LLC 0.00% 1,348 —
21 CoreCap Advisors, LLC 0.00% 37 —
22 BlackRock, Inc. 0.00% 43,636 $25K
23 UBS Group AG 0.00% 1,631 —
24 Morgan Stanley 0.00% 2,756 $2K
25 MAI Capital Management 0.00% 26 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Zeo Energy Corp (ZEO)

What does the Smart Money Trend signal show for ZEO?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ZEO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ZEO?

Slight buying edge — 58% buying: Last quarter: 11 funds bought or added vs 8 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ZEO holders?

Smaller funds dominant — 15% AUM from top-100: 8 of 31 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ZEO?

Mostly new holders — 74% entered in last year: Only 2 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Zeo Energy Corp (ZEO) following the 2026 Q1 hedge fund 13F filings?

As of today, ZEO has moved -12.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLK sector ETF — an outperformance of -17.2%. Since the quarter end (March 31, 2026), ZEO has gained +35.4% vs +39.1% for XLK. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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