ZEO ENERGY CORP ZEO
CL A · Common Stock · CUSIP 98944F109
- SectorIndustrials
- IndustryConstruction - Special Trade Contractors
- HeadquartersDallas, TX
- FilingsSEC EDGAR
* 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 ≈ $2.42.
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 6 |
| Q2 2024 | 8 |
Biggest buyers
| K2 PRINCIPAL FUND, L.P. | Added | +86.2k |
| MILLENNIUM MANAGEMENT LLC | New | +11.3k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +7.0k |
| Tower Research Capital LLC (TRC) | Added | +181 |
| BANK OF AMERICA CORP /DE/ | New | +14 |
Biggest sellers
| PIPER SANDLER & CO. | Sold out | -50.0k |
| UBS Group AG | Reduced | -1.1k |
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.
| Holder | Stake |
|---|---|
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% |
Insider purchases and sales in Q2 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 Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| K2 PRINCIPAL FUND, L.P. 0.23% of their portfolio | 481.4k $1.0m | Added +86.2k |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.05% of their portfolio | 100.0k $380.0k | First filing |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 25.2k $55.3k | Added +7.0k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 11.3k $24.7k | New |
| UBS Group AG 0.00% of their portfolio | 1.0k $2.2k | Reduced -1.1k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 194 $417 | Added +181 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 14 $30 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |