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Zeo Energy Corp.

ZEO
Exchange
Nasdaq
Industry
Construction - Special Trade Contractors
SEC CIK
0001865506

No open-market purchases or sales by Zeo Energy Corp. insiders were filed in the last 90 days; 30 institutions reported holding it in 13F filings for Q2 2026, worth $1.02M in total; no superinvestor holds it.

Other share classesZEOWW

Q4 2024 vs. Q3 2024

How the institutions holding Zeo Energy Corp. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of ZEO: Q3 2024 compared with Q4 2024
MeasureQ3 2024Q4 2024Change
Holders78+1
Shares220.6K155.4K−65.3K (−29.6%)
Value$372.5K$532.9K+$160.3K (+43.0%)

New holders (5)

Institutions that held Zeo Energy Corp. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to ZEO in Q4 2024
InstitutionSharesValue% of portfolio
Vanguard Group Inc63,010$216.1K0.00%
XTX Topco Ltd12,126$41.6K0.00%
Pickering Energy Partners LP100$3430.00%
SBI Securities Co., Ltd.12$410.00%
JPMorgan Chase & Co9$310.00%

Sold out (4)

Institutions that held Zeo Energy Corp. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of ZEO in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
K2 Principal Fund, L.P.115,580$195.3K
TownSquare Capital, LLC50,378$85.1K
Virtu Financial LLC13,208$22.0K
Tower Research Capital LLC (TRC)8,609$14.5K