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 ≈ $0.66.
Trends to Q2 2026
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 |
| Q1 2026 | 33 |
| Q2 2026 | 30 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 5 | 4 |
| Q4 2024 | 7 | 4 |
| Q1 2025 | 9 | 3 |
| Q2 2025 | 8 | 4 |
| Q3 2025 | 24 | 6 |
| Q4 2025 | 13 | 9 |
| Q1 2026 | 9 | 7 |
| Q2 2026 | 9 | 9 |
Biggest buyers
| UBS Group AG | Added | +114.4k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +54.6k |
| HRT FINANCIAL LP | New | +17.3k |
| NORTHERN TRUST CORP | New | +10.6k |
| Tower Research Capital LLC (TRC) | Added | +7.9k |
| JANE STREET GROUP, LLC | Added | +5.3k |
| CAZ INVESTMENTS LP | Added | +1.4k |
| BARCLAYS PLC | New | +73 |
| MORGAN STANLEY | Added | +23 |
Biggest sellers
| PIPER SANDLER & CO. | Sold out | -507.5k |
| Texas Capital Bank Wealth Management Services Inc | Sold out | -70.8k |
| BlackRock, Inc. | Sold out | -43.6k |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | -20.4k |
| TWO SIGMA SECURITIES, LLC | Sold out | -15.5k |
| XTX Topco Ltd | Reduced | -6.9k |
| Advisory Services Network, LLC | Sold out | -308 |
| Creative Planning | Reduced | -171 |
| MAI Capital Management | Sold out | -26 |
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 since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 2 | $147.1k | — |
| Q4 2025 | 0 | — | 1 | $93.6k | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| CITIZENS FINANCIAL GROUP INC/RI 0.00% of their portfolio | 541.2k $357.4k | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 421.6k $278.2k | Added +54.6k |
| UBS Group AG 0.00% of their portfolio | 116.0k $76.6k | Added +114.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 109.3k $72.2k | Reduced -20.4k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 75.0k $49.5k | Unchanged |
| Groupe la Francaise 0.00% of their portfolio | 43.8k $28.9k | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 38.9k $25.7k | Unchanged |
| XTX Topco Ltd 0.00% of their portfolio | 38.9k $25.7k | Reduced -6.9k |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd 0.00% of their portfolio | 37.2k $24.6k | Unchanged |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 30.1k $19.9k | Added +5.3k |
| HRT FINANCIAL LP 0.00% of their portfolio | 17.3k $11.0k | New |
| Creative Planning 0.00% of their portfolio | 17.1k $11.3k | Reduced -171 |
| CREDIT INDUSTRIEL ET COMMERCIAL 0.00% of their portfolio | 10.8k $7.2k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 10.6k $7.0k | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 10.5k $6.9k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 10.0k $6.6k | Added +7.9k |
| MORGAN STANLEY 0.00% of their portfolio | 2.8k $1.8k | Added +23 |
| CAZ INVESTMENTS LP 0.00% of their portfolio | 2.7k $1.8k | Added +1.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.6k $1.1k | Unchanged |
| CKW FINANCIAL GROUP 0.00% of their portfolio | 1.5k $1.0k | Unchanged |
| ABOUND FINANCIAL, LLC 0.00% of their portfolio | 1.5k $1.0k | Unchanged |
| GROUP ONE TRADING LLC 0.00% of their portfolio | 1.3k $890 | Unchanged |
| Noble Wealth Management PBC 0.00% of their portfolio | 876 $579 | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 250 $165 | Unchanged |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 134 $88 | Unchanged |
| FMR LLC 0.00% of their portfolio | 100 $66 | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 73 $48 | New |
| CoreCap Advisors, LLC 0.00% of their portfolio | 37 $24 | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8 $5 | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 4 $3 | Unchanged |