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 ≈ $1.09.
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2024 | 6 |
| Q2 2024 | 8 |
| Q3 2024 | 8 |
| Q4 2024 | 9 |
| Q1 2025 | 11 |
| Q2 2025 | 11 |
| Q3 2025 | 30 |
| Q4 2025 | 32 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 5 | 2 |
| Q3 2024 | 5 | 4 |
| Q4 2024 | 7 | 4 |
| Q1 2025 | 9 | 3 |
| Q2 2025 | 8 | 4 |
| Q3 2025 | 24 | 6 |
| Q4 2025 | 13 | 9 |
Biggest buyers
| VANGUARD GROUP INC | Added | +145.6k |
| CITIZENS FINANCIAL GROUP INC/RI | Added | +100.0k |
| Texas Capital Bank Wealth Management Services Inc | New | +70.8k |
| BlackRock, Inc. | Added | +29.7k |
| TWO SIGMA SECURITIES, LLC | New | +15.4k |
| JANE STREET GROUP, LLC | New | +10.4k |
| Tower Research Capital LLC (TRC) | New | +3.7k |
| XTX Topco Ltd | Added | +3.5k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +2.7k |
| ABOUND FINANCIAL, LLC | New | +1.5k |
Biggest sellers
| U.S. Capital Wealth Advisors, LLC | Sold out | -31.4k |
| NORTHERN TRUST CORP | Sold out | -14.7k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -13.8k |
| JPMORGAN CHASE & CO | Reduced | -1.6k |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.4k |
| MORGAN STANLEY | Reduced | -1.3k |
| CoreCap Advisors, LLC | Reduced | -629 |
| Advisory Services Network, LLC | Sold out | -308 |
| SBI Securities Co., Ltd. | Reduced | -20 |
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 Q4 2025
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.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 2 | $147.1k | — |
| Q4 2025 | 0 | — | 1 | $93.6k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-11 | Bridgewater Brandon CSO · See Footnote | Sold | $37.9k32.7k shares |
| 2025-12-10 | Bridgewater Brandon CSO · See Footnote | Sold | $5.2k4.5k shares |
| 2025-12-09 | Bridgewater Brandon CSO · See Footnote | Sold | $21.1k18.2k shares |
| 2025-12-08 | Bridgewater Brandon CSO · See Footnote | Sold | $29.4k24.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| PIPER SANDLER & CO. 0.52% of their portfolio | 677.7k $738.7k | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 398.2k $434.0k | Added +145.6k |
| CITIZENS FINANCIAL GROUP INC/RI 0.01% of their portfolio | 366.2k $399.1k | Added +100.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 93.2k $101.7k | Added +2.7k |
| Texas Capital Bank Wealth Management Services Inc 0.00% of their portfolio | 70.8k $77.2k | New |
| Groupe la Francaise 0.00% of their portfolio | 43.8k $47.7k | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 40.2k $43.8k | Added +29.7k |
| STATE STREET CORP 0.00% of their portfolio | 38.9k $42.4k | Unchanged |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd 0.00% of their portfolio | 37.2k $40.6k | Unchanged |
| XTX Topco Ltd 0.00% of their portfolio | 31.7k $34.5k | Added +3.5k |
| MISSION WEALTH MANAGEMENT, LP 0.00% of their portfolio | 24.2k $26.4k | Unchanged |
| Creative Planning 0.00% of their portfolio | 17.3k $18.8k | Unchanged |
| TWO SIGMA SECURITIES, LLC 0.00% of their portfolio | 15.4k $16.7k | New |
| CREDIT INDUSTRIEL ET COMMERCIAL 0.00% of their portfolio | 10.8k $11.8k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 10.4k $11.4k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 3.7k $4.1k | New |
| UBS Group AG 0.00% of their portfolio | 3.3k $3.6k | Added +432 |
| MORGAN STANLEY 0.00% of their portfolio | 2.8k $3.0k | Reduced -1.3k |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 2.2k $2.4k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.6k $1.8k | Reduced -1.6k |
| CKW FINANCIAL GROUP 0.00% of their portfolio | 1.5k $2.0k | Unchanged |
| ABOUND FINANCIAL, LLC 0.00% of their portfolio | 1.5k $1.7k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.5k $1.6k | Reduced -1.4k |
| CAZ INVESTMENTS LP 0.00% of their portfolio | 1.4k $1.5k | Unchanged |
| Noble Wealth Management PBC 0.00% of their portfolio | 876 $955 | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 134 $146 | Reduced -20 |
| FMR LLC 0.00% of their portfolio | 100 $109 | Added +36 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 83 $0 | New |
| CoreCap Advisors, LLC 0.00% of their portfolio | 37 $40 | Reduced -629 |
| MAI Capital Management 0.00% of their portfolio | 26 $29 | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8 $8 | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 4 $4 | Unchanged |