Latest Period
Q4 2025
Security Snapshot
Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share (ZEO) Institutional Ownership
CUSIP: 98944F109
13F Institutional Holders and Ownership History from Q1 2024 to Q1 2026
Institutions Reporting
31
Shares (Excl. Options)
1,896,656
Price
$1.09
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Type / Class
- Equity / Class A Common Stock, par value $0.0001 per share
- Symbol
- ZEO on Nasdaq
- Shares outstanding
- 33,106,170
- Price per share
- $0.60
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 1,896,656
- Total reported value
- $2,067,758
- % of total 13F portfolios
- 0%
- Share change
- +320,304
- Value change
- +$333,502
- Number of holders
- 31
- Price from insider filings
- $0.60
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- ZEO - Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share is tracked under CUSIP 98944F109.
- 31 institutions reported positions in Q4 2025.
- 3 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 31 to 12 between Q4 2025 and Q1 2026.
- Reported value moved from $2,067,758 to $579,987.
Why This Matters
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 31 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 98944F109?
CUSIP 98944F109 identifies ZEO - Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 98944F109:
Significant Owners of Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share (ZEO) based on Schedule 13D/G filings
| 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 31 Dec 2025, 31 institutional investors reported holding 1,896,656 shares of Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share (ZEO). This represents 5.7% of the company’s total 33,106,170 outstanding shares.
Institutional Holders of Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share (ZEO) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 1,010,218 | $579,987 | +$142,555 | $0.57 | 12 |
| 2025 Q4 | 1,896,656 | $2,067,758 | +$333,502 | $1.09 | 31 |
| 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 |