Latest Period
Q1 2026
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
33
Shares (Excl. Options)
1,995,041
Price
$0.57
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- Security type / class
- Equity / Class A Common Stock, par value $0.0001 per share
- Symbol
- ZEO on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 1,995,041
- Total 13F value
- $1,145,326
- Portfolio coverage rank
- 0%
- Share change
- +119,072
- Value change
- +$55,106
- Number of holders
- 33
- Shares outstanding
- 33,106,170
- SEC-reported price per share
- $0.86
- Insider filing price
- $0.86
Latest holder snapshot
5 signals
Issuer context
Who this page is about.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- ZEO - Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share is tracked under CUSIP 98944F109.
- 33 institutions reported positions in Q1 2026.
- 3 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 31 to 33 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $2,067,758 to $1,145,326.
Research use
- 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.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 33 institutions filings for Q1 2026.
Security key
98944F109
Latest holder period
Q1 2026
13F holders
33
13D/G owners
3
CIK / CUSIP context first
Open Q1 2026 holders
ZEO full holder history
Zeo Energy Corp. SEC filings
Zeo Energy Corp. company facts
Zeo Energy Corp. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 98944F109:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
3
Security
ZEO
| 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 Mar 2026, 33 institutional investors reported holding 1,995,041 shares of Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share (ZEO). This represents 6% of the company’s total 33,106,170 outstanding shares.
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
9
Latest
Q1 2026
Rows shown
1-9 of 9
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 1,995,041 | $1,145,326 | +$55,106 | $0.57 | 33 |
| 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 |