Security key
98944F109
Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share (ZEO)
CUSIP: 98944F109
Q1 2026 13F Holders as of 31 Mar 2026
- Type / Class
- Equity / Class A Common Stock, par value $0.0001 per share
- Shares outstanding
- 33,106,170
- Total 13F shares
- 1,994,791
- Share change
- +118,822
- Total reported value
- $1,145,182
- Price per share
- $0.57
- Number of holders
- 32
- Value change
- +$54,962
- Number of buys
- 8
- Number of sells
- 6
Report period
Q1 2026
Institutions
32
Top holders
10
ZEO full security history
Previous quarter: Q4 2025
Zeo Energy Corp. SEC filings
Zeo Energy Corp. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 98944F109
Recent filing periods:
Top shareholders of ZEO - Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| LHX Intermediate, LLC |
13D/G
3/4/5
|
10%+ Owner |
30%
|
9,931,851
|
$16,387,554 | +$3,055,554 | 30 Oct 2025 | |
| GOLDMAN SACHS GROUP INC |
13D/G
13F
|
THE GOLDMAN SACHS GROUP, INC. · Company |
3.3%
|
411,433
|
$732,351 | $0 | 31 Dec 2024 | |
| Adage Capital Management, L.P. |
13D/G
|
— |
3.2%
|
760,000
|
$1,915,200 | $0 | 30 Jun 2025 | |
| COWEN AND COMPANY, LLC |
13D/G
|
— |
2%
|
280,000
|
$2,156,000 | $0 | 31 Dec 2024 | |
| Taconic Capital Advisors LP |
13D/G
|
— |
1.5%
|
350,000
|
$35,000 | $0 | 31 Mar 2025 | |
| K2 PRINCIPAL FUND, L.P. |
13F
|
Company |
5.5%
|
1,277,536
|
$51,101 | — | 31 Dec 2025 | |
| Polar Asset Management Partners Inc. |
13F
|
Company |
3.9%
|
915,973
|
$33,067 | — | 31 Dec 2025 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. |
13F
|
Company |
3.3%
|
760,000
|
$27,056 | — | 31 Dec 2025 | |
| Saba Capital Management, L.P. |
13F
|
Company |
3.1%
|
726,030
|
$27,625 | — | 31 Dec 2025 | |
| TORONTO DOMINION BANK |
13F
|
Company |
2.2%
|
515,606
|
$18,562 | — | 31 Dec 2025 | |
| PIPER SANDLER & CO. |
13F
|
Company |
2%
|
677,711
|
$738,705 | — | 31 Dec 2025 | |
| Sculptor Capital LP |
13F
|
Company |
1.6%
|
372,739
|
$14,183 | — | 31 Dec 2025 | |
| Clear Street Group Inc. |
13F
|
Company |
1.3%
|
301,263
|
$10,725 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
1.2%
|
398,156
|
$433,990 | — | 31 Dec 2025 | |
| CITIZENS FINANCIAL GROUP INC/RI |
13F
|
Company |
1.1%
|
366,175
|
$399,131 | — | 31 Dec 2025 | |
| Blue Owl Capital Holdings LP |
13F
|
Company |
1.1%
|
250,000
|
$10,000 | — | 31 Dec 2025 | |
| TENOR CAPITAL MANAGEMENT Co., L.P. |
13F
|
Company |
1.1%
|
250,000
|
$8,900 | — | 31 Dec 2025 | |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP |
13F
|
Company |
0.86%
|
200,000
|
$7,120 | — | 31 Dec 2025 | |
| ARISTEIA CAPITAL, L.L.C. |
13F
|
Company |
0.84%
|
196,129
|
$7,463 | — | 31 Dec 2025 | |
| MMCAP International Inc. SPC |
13F
|
Company |
0.84%
|
195,575
|
$6,962 | — | 31 Dec 2025 | |
| PICTON MAHONEY ASSET MANAGEMENT |
13F
|
Company |
0.75%
|
175,000
|
$6,230 | — | 31 Dec 2025 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.65%
|
150,511
|
$5,358 | — | 31 Dec 2025 | |
| LMR Partners LLP |
13F
|
Company |
0.64%
|
150,000
|
$5,340 | — | 31 Dec 2025 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.54%
|
125,000
|
$4,450 | — | 31 Dec 2025 | |
| MOORE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.54%
|
125,000
|
$4,450 | — | 31 Dec 2025 | |
| Calamos Advisors LLC |
13F
|
Company |
0.38%
|
87,500
|
$3,115 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.28%
|
93,241
|
$101,699 | — | 31 Dec 2025 | |
| Texas Capital Bank Wealth Management Services Inc |
13F
|
Company |
0.21%
|
70,795
|
$77,167 | — | 31 Dec 2025 | |
| Silver Rock Financial LP |
13F
|
Company |
0.21%
|
48,872
|
$1,740 | — | 31 Dec 2025 | |
| WHITEBOX ADVISORS LLC |
13F
|
Company |
0.2%
|
46,500
|
$1,655 | — | 31 Dec 2025 | |
| Groupe la Francaise |
13F
|
Individual |
0.13%
|
43,761
|
$47,699 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.12%
|
40,165
|
$43,780 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.12%
|
38,900
|
$42,401 | — | 31 Dec 2025 | |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd |
13F
|
Company |
0.11%
|
37,249
|
$40,601 | — | 31 Dec 2025 | |
| DUPONT CAPITAL MANAGEMENT CORP |
13F
|
Company |
0.11%
|
25,000
|
$890 | — | 31 Dec 2025 | |
| XTX Topco Ltd |
13F
|
Company |
0.1%
|
31,696
|
$34,549 | — | 31 Dec 2025 | |
| MISSION WEALTH MANAGEMENT, LP |
13F
|
Company |
0.07%
|
24,197
|
$26,375 | — | 31 Dec 2025 | |
| Creative Planning |
13F
|
Company |
0.05%
|
17,278
|
$18,833 | — | 31 Dec 2025 | |
| TWO SIGMA SECURITIES, LLC |
13F
|
Company |
0.05%
|
15,352
|
$16,734 | — | 31 Dec 2025 | |
| CREDIT INDUSTRIEL ET COMMERCIAL |
13F
|
Individual |
0.03%
|
10,845
|
$11,821 | — | 31 Dec 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.03%
|
10,442
|
$11,382 | — | 31 Dec 2025 | |
| Ancora Advisors LLC |
13F
|
Company |
0.02%
|
5,050
|
$180 | — | 31 Dec 2025 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.01%
|
3,720
|
$4,055 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.01%
|
3,278
|
$3,573 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.01%
|
2,756
|
$3,004 | — | 31 Dec 2025 | |
| GROUP ONE TRADING LLC |
13F
|
Company |
0.01%
|
2,241
|
$2,443 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0%
|
1,612
|
$1,758 | — | 31 Dec 2025 | |
| CKW FINANCIAL GROUP |
13F
|
Company |
0%
|
1,527
|
$2,000 | — | 31 Dec 2025 | |
| ABOUND FINANCIAL, LLC |
13F
|
Company |
0%
|
1,520
|
$1,657 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
1,485
|
$1,618 | — | 31 Dec 2025 |
Institutional Holders of Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share (ZEO) as of Q1 2026
As of 31 Mar 2026,
Zeo Energy Corp. - Class A Common Stock, par value $0.0001 per share (ZEO) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,994,791 shares.
The largest 10 holders included
CITIZENS FINANCIAL GROUP INC/RI, PIPER SANDLER & CO., VANGUARD CAPITAL MANAGEMENT LLC, GEODE CAPITAL MANAGEMENT, LLC, PNC FINANCIAL SERVICES GROUP, INC., Texas Capital Bank Wealth Management Services Inc, XTX Topco Ltd, Groupe la Francaise, BlackRock, Inc., and STATE STREET CORP.
This page lists
32
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
31
Q1 2026 holders
32
Holder diff
1
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.