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Zeo Energy Corp.

ZEOWW
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; 26 institutions reported holding it in 13F filings for Q2 2026, worth $356.7K in total; no superinvestor holds it.

Other share classesZEO

13F holders, Q3 2024

Institutional positions in Zeo Energy Corp. as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
35
−4 vs. Q2 2024
Shares held
8.20M
+69.1K (+0.9%) vs. Q2 2024
Total value
$586.7K
−$50.6K (−7.9%) vs. Q2 2024
New holders
3
2 more added
Sold out
7
3 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ZEOWW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2024: 35 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 38 institutionsQ2 2024: 40 institutionsQ3 2024: 35 institutionsQ4 2024: 31 institutionsQ1 2025: 30 institutionsQ2 2025: 30 institutionsQ3 2025: 28 institutionsQ4 2025: 25 institutionsQ1 2026: 25 institutionsQ2 2026: 26 institutions
Value heldQ3 2024: $586.7K
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $1.09MQ2 2024: $652.3KQ3 2024: $586.7KQ4 2024: $1.05MQ1 2025: $723.8KQ2 2025: $742.0KQ3 2025: $663.5KQ4 2025: $499.4KQ1 2026: $374.5KQ2 2026: $356.7K
Institutions holding ZEOWW and their total value by quarter
QuarterHoldersValue
Q2 202626$356.7K
Q1 202625$374.5K
Q4 202525$499.4K
Q3 202528$663.5K
Q2 202530$742.0K
Q1 202530$723.8K
Q4 202431$1.05M
Q3 202435$586.7K
Q2 202440$652.3K
Q1 202438$1.09M
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Zeo Energy Corp.; share changes are against Q2 2024.

Institutions holding ZEOWW in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)137$70.00%00.0%Unchanged
Ancora Advisors, LLC5,050$2560.00%00.0%Unchanged
Two Sigma Securities, LLC17,400$8800.00%+17,400New
Walleye Trading LLC22,176$1.12K0.00%00.0%Unchanged
Susquehanna International Group, LLP22,877$1.16K0.00%+22,877New
DuPont Capital Management Corp25,000$1.27K0.00%00.0%Unchanged
Walleye Capital LLC39,524$2.00K0.00%00.0%Unchanged
Meteora Capital, LLC40,542$2.05K0.00%−278−0.7%Reduced
Silver Rock Financial LP48,872$2.47K0.00%00.0%Unchanged
Whitebox Advisors LLC50,000$2.53K0.00%00.0%Unchanged
Clear Street Derivatives LLC70,000$3.54K0.00%00.0%Unchanged
Calamos Advisors LLC87,500$4.44K0.00%00.0%Unchanged
Westchester Capital Management, LLC87,498$4.44K0.00%00.0%Unchanged
D. E. Shaw & Co., Inc.125,000$6.34K0.00%00.0%Unchanged
Moore Capital Management, LP125,000$6.34K0.00%00.0%Unchanged
Picton Mahoney Asset Management175,000$9.00K0.00%00.0%Unchanged
JPMorgan Chase & Co–$9.57K0.00%––
MMCAP International Inc. SPC195,575$9.90K0.00%00.0%Unchanged
Davidson Kempner Capital Management LP200,000$10.1K0.00%00.0%Unchanged
Aristeia Capital LLC200,000$10.1K0.00%00.0%Unchanged
Verition Fund Management LLC213,024$10.8K0.00%00.0%Unchanged
Clear Street LLC237,082$12.0K0.00%00.0%Unchanged
Blue Owl Capital Holdings LP250,000$12.5K0.00%+250,000New
Tenor Capital Management Co., L.P.250,000$12.7K0.00%00.0%Unchanged
Goldman Sachs Group Inc256,875$13.0K0.00%00.0%Unchanged
Wolverine Asset Management LLC294,205$14.9K0.00%−20,864−6.6%Reduced
Cowen and Company, LLC315,243$16.0K0.00%+78,194+33.0%Added
Taconic Capital Advisors LP350,000$17.7K0.00%00.0%Unchanged
Sculptor Capital LP385,800$19.5K0.00%00.0%Unchanged
Shaolin Capital Management LLC451,000$22.8K0.00%−286,768−38.9%Reduced
Saba Capital Management, L.P.726,030$36.8K0.00%00.0%Unchanged
Adage Capital Partners GP, L.L.C.760,000$38.5K0.00%00.0%Unchanged
Polar Asset Management Partners Inc.915,973$46.3K0.00%00.0%Unchanged
K2 Principal Fund, L.P.1,255,879$62.8K0.01%+587,894+88.0%Added
Highbridge Capital Management LLC–$162.9K0.01%––
Kim, LLC0$00.00%−200,000−100.0%Sold out
LMR Partners LLP0$00.00%−150,000−100.0%Sold out
Periscope Capital Inc.0$00.00%−100,000−100.0%Sold out
Flow State Investments, L.P.0$00.00%−60,724−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−58,418−100.0%Sold out
Flow Traders U.S. LLC0$00.00%−10,206−100.0%Sold out
UBS Group AG0$00.00%−1−100.0%Sold out
Atalaya Capital Management LP––––Not filed