As of the latest SEC filings, Zeo Energy Corp. (ZEO) is held by 8 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $195,340.81 in market value, representing a significant portion of its portfolio.
Funds holding Zeo Energy Corp. (ZEO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ZEO
- CIK:
- 0001865506
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $195,340.81 | 340,315 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $34,534.71 | 28,077 | Feb 28, 2026 | Apr 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $31,609.77 | 25,699 | Feb 28, 2026 | Apr 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.00% | $23,311.86 | 40,613 | Mar 31, 2026 | May 28, 2026 |
|
FNCMX
Fidelity Nasdaq Composite Index Fund
|
MF | Fidelity | 0.00% | $22,470.87 | 18,269 | Feb 28, 2026 | Apr 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $15,301.12 | 26,657 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $10,785.87 | 8,769 | Feb 28, 2026 | Apr 24, 2026 |
|
-
1290 VT Micro Cap Portfolio
|
ETF | Independent / Boutique | 0.00% | $1,888.46 | 3,290 | Mar 31, 2026 | May 26, 2026 |
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