Position in ZEO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,290
+$1,373 QoQ
Shares Held
17,107
-1.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 30 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZEO Over Time
Shares Held
Position Value (USD)
Position in Solar
Technology · as of Jun 30, 2026Creative Planning holds $34,400,853 across 9 Solar names. ZEO ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXT |
Nextpower Inc.
|
145,623 | $17,349,524 | |
| 2 | FSLR |
First Solar, Inc.
|
32,874 | $7,756,948 | |
| 3 | RUN |
Sunrun Inc.
|
388,735 | $5,201,273 | |
| 4 | ENPH |
Enphase Energy, Inc.
|
30,930 | $1,522,992 | |
| 5 | SEDG |
Solaredge Technologies, Inc.
|
24,022 | $1,403,845 | |
| 6 | SHLS |
Shoals Technologies Group, Inc.
|
63,587 | $629,510 | |
| 7 | ARRY |
Array Technologies, Inc.
|
46,861 | $347,240 | |
| 8 | JKS |
JinkoSolar Holding Co., Ltd.
|
10,609 | $178,231 |
All Filings in ZEO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,290 | 17,107 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,917 | 17,278 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $18,833 | 17,278 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,325 | 17,278 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||