| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| LHX Intermediate, LLC | 30% | -49% | $16,387,554 | +$3,055,554 | 9,931,851 | +23% | LHX Intermediate, LLC | 30 Oct 2025 |
| Adage Capital Management, L.P. | 3.2% | $1,915,200 | 760,000 | Adage Capital Management, L.P. | 30 Jun 2025 | |||
| GOLDMAN SACHS GROUP INC | 3.3% | $732,351 | 411,433 | THE GOLDMAN SACHS GROUP, INC. | 31 Dec 2024 |
As of 30 Sep 2025, 30 institutional investors reported holding 1,576,352 shares of Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share (ZEO). This represents 4.8% of the company’s total 33,106,170 outstanding shares.
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 876 | $955 | $1.09 | 1 | |
| 2025 Q3 | 1,576,352 | $2,128,104 | +$1,198,202 | $1.35 | 30 |
| 2025 Q2 | 633,492 | $1,837,125 | +$1,034,789 | $2.90 | 10 |
| 2025 Q1 | 285,950 | $431,783 | +$173,725 | $1.51 | 10 |
| 2024 Q4 | 155,354 | $532,863 | +$103,118 | $3.43 | 8 |
| 2024 Q3 | 220,628 | $372,539 | -$890,555 | $1.69 | 7 |
| 2024 Q2 | 619,206 | $1,497,753 | -$61,861 | $2.15 | 7 |
| 2024 Q1 | 465,759 | $2,659,941 | +$2,659,941 | $5.70 | 5 |