Texas Capital Bank Wealth Management Services Inc
BankPosition in ZEO — Zeo Energy Corp.
CIK 1802655
Dallas, TX
Position in ZEO
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$40,636
-$36,530 QoQ
Shares Held
70,795
0.0% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ZEO Over Time
Shares Held
Position Value (USD)
All Filings in ZEO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,636 | 70,795 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $77,166 | 70,795 | Shares | Other | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||