PIPER SANDLER & CO. ZEO — ZEO ENERGY CORP

Ownership history in PIPER SANDLER & CO.  ·  4 quarters on record

AI Ownership Summary

PIPER SANDLER & CO. reported ZEO ENERGY CORP (ZEO) in 4 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.66% in 2025 Q3. The latest visible filing shows ZEO at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZEO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PIPER SANDLER & CO.'s position in ZEO ENERGY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ZEO was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ZEO stock page PIPER SANDLER & CO. fund profile PIPER SANDLER & CO. full holdings
How PIPER SANDLER & CO. held ZEO — position size vs. price
% of Fund (quarterly)    ZEO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 507,502 -170,209 -25.1% 0.29% $291K 2026-05-12 $0.86
2025 Q4 UNCHANGED — — — 677,711 — 0% 0.52% $738.7M 2026-02-12 $1.01
2025 Q3 ADDED — — — 677,711 +627,711 +1255.4% 0.66% $914.9M 2025-11-12 $1.51
2024 Q1 INITIATED — — — 50,000 — — 0.20% $285.0M 2024-05-13 $5.00

🏢 Other funds also holding ZEO

As of 2026 Q1 — sorted by position size

CITIZENS FINANCIAL GROUP INC/RI 3Y 7Y 0.0% Texas Capital Bank Wealth Management Services Inc 3Y 0.0% SHANDA ASSET MANAGEMENT HOLDINGS Ltd 3Y 7Y 0.0% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.0% CAZ INVESTMENTS LP 3Y 7Y 0.0% CREDIT INDUSTRIEL ET COMMERCIAL 0.0% XTX Topco Ltd 3Y 0.0% ABOUND FINANCIAL, LLC 0.0% Groupe la Francaise 0.0% Noble Wealth Management PBC 0.0%

FAQ About PIPER SANDLER & CO. and ZEO

These are the practical questions this page is built to answer before you even open the full history table.

How long has PIPER SANDLER & CO. reported owning ZEO?

PIPER SANDLER & CO. reported ZEO across 4 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ZEO position in PIPER SANDLER & CO.'s portfolio?

The largest reported portfolio weight for ZEO was 0.66% in 2025 Q3.

What is the latest reported ZEO position on this page?

The most recent filing on this page is 2026 Q1, when PIPER SANDLER & CO. reported 507,502 shares, equal to 0.29% of portfolio, with an estimated market value of $291K.

What does the chart on this ZEO ownership page compare?

The chart compares PIPER SANDLER & CO.'s quarterly ZEO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to PIPER SANDLER & CO. Holdings