Vault-13

ZEO ENERGY CORP ZEO

CL A · Common Stock · CUSIP 98944F109

6 institutional holders
465,759465.8k shares reported held*
$2.7mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $5.71.

Biggest buyers

K2 PRINCIPAL FUND, L.P. New +395,293+395.3k
PIPER SANDLER & CO. New +50,000+50.0k
GEODE CAPITAL MANAGEMENT, LLC New +18,269+18.3k
UBS Group AG New +2,184+2.2k
Tower Research Capital LLC (TRC) New +13+13
CONCOURSE FINANCIAL GROUP SECURITIES, INC. New +00

Biggest sellers

None

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
LHX Intermediate, LLC 13D · may seek influence -28.2 pts · filed 2025-11-20
Stated purposeThe securities issued to the Reporting Persons as a result of the Promissory Note Conversion set forth in this Schedule 13D is for investment purposes only. Full filing
 30.0% -28.2 pts 9.9m≈ $6.6m 2025-11-20

Insider purchases and sales in Q1 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 K2 PRINCIPAL FUND, L.P. 0.54% of their portfolio TORONTO, A6 395,293395.3k $2.3m $2.3m 0.54% New
2 PIPER SANDLER & CO. 0.20% of their portfolio MINNEAPOLIS, MN 50,00050.0k $285.0k $285.0k 0.20% New
3 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 18,26918.3k $109.2k $109.2k 0.00% New
4 UBS Group AG 0.00% of their portfolio ZURICH, V8 2,1842.2k $12.4k $12.4k 0.00% New
5 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1313 $74 $74 0.00% New
6 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% New