ZEONasdaqConstruction - Special Trade ContractorsFiscal year ends December 31Also trades as ZEOWW
Zeo Energy Corp.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026
$0.26+0.00 (+0.20%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
2M
Shares held, 13F filers
Institutional holders
30
3 new, 6 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 6 sales
Net sold $136.72K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| LHX Intermediate, LLC | 9,931,851 | 30.00% | 13D (active) amendment | Oct 30, 2025 |
| White Oak Global Advisors LLC | 8,080,000 | 58.20% | 13D (active) amendment | Dec 24, 2024 |
| Esgen LLC | 4,757,436 | 11.60% | 13G (passive) amendment | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ZEO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Citizens Financial Group Inc/Ri | 541,175 | – | $357.39K | – | 0.00% |
| Vanguard Capital Management LLC | 421,569 | – | $278.24K | +54,597 | 0.00% |
| UBS Group AG | 115,994 | – | $76.56K | +114,363 | 0.00% |
| Geode Capital Management, LLC | 109,279 | – | $72.21K | −20,413 | 0.00% |
| PNC Financial Services Group, Inc. | 75,000 | – | $49.50K | – | 0.00% |
| Groupe la Francaise | 43,761 | – | $28.90K | – | 0.00% |
| State Street Corp | 38,900 | – | $25.69K | – | 0.00% |
| XTX Topco Ltd | 38,891 | – | $25.68K | −6,881 | 0.00% |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 37,249 | – | $24.60K | – | 0.00% |
| Jane Street Group, LLC | 30,080 | – | $19.87K | +5,289 | 0.00% |
| Hrt Financial LP | 17,270 | – | $11 | New | 0.00% |
| Creative Planning | 17,107 | – | $11.30K | −171 | 0.00% |
| Credit Industriel Et Commercial | 10,845 | – | $7.16K | – | 0.00% |
| Northern Trust Corp | 10,625 | – | $7.02K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 10,497 | – | $6.93K | – | 0.00% |
| Tower Research Capital LLC (TRC) | 10,043 | – | $6.63K | +7,864 | 0.00% |
| Morgan Stanley | 2,779 | – | $1.84K | +23 | 0.00% |
| Caz Investments LP | 2,738 | – | $1.81K | +1,369 | 0.00% |
| JPMorgan Chase & Co | 1,612 | – | $1.07K | – | 0.00% |
| Ckw Financial Group | 1,527 | – | $1 | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 30 | 2M | 3 / 6 | 3 / 6 | 0M | 1M |
| Q1 2026 | 33 | 2M | 5 / 6 | 4 / 3 | 1M | 0M |
| Q4 2025 | 32 | 2M | 6 / 7 | 5 / 4 | 0M | 0M |
| Q3 2025 | 30 | 2M | 23 / 2 | 3 / 3 | 1M | 0M |
| Q2 2025 | 10 | 1M | 3 / 5 | 1 / 3 | 0M | 0M |
| Q1 2025 | 10 | 0M | 4 / 5 | 1 / 2 | 0M | 0M |
| Q4 2024 | 8 | 0M | 5 / 3 | 0 / 4 | 0M | 0M |
| Q3 2024 | 7 | 0M | 2 / 3 | 2 / 2 | 0M | 0M |
| Q2 2024 | 7 | 1M | 3 / 3 | 1 / 1 | 0M | 0M |
| Q1 2024 | 5 | 0M | 5 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ZEO | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 340,315 | – | $224.74K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 81,254 | – | $53.66K | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 53,184 | – | $45.04K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 25,699 | – | $21.76K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 18,269 | – | $15.47K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 8,769 | – | $7.43K | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Timothy A. Bridgewater | Chief Executive Officer, Director, 10% owner | 10,548,045 | Mar 10, 2026 |
| Kalen Larsen | COO | 5,515,664 | Mar 10, 2026 |
| Brandon Bridgewater | CSO | 5,515,664 | Feb 24, 2026 |
| Cannon Holbrook | Chief Financial Officer | 15,000 | Nov 12, 2024 |
| Oak Global Advisors Llc White | 10% owner | 9,931,851 | Nov 20, 2025 |
| LHX Intermediate, LLC | 10% owner | – | Nov 20, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Brandon Bridgewater CSO | Dec 11, 2025 | Sale | −32,669 | $1.16 | $37.90K | 2,831,747 |
| Brandon Bridgewater CSO | Dec 11, 2025 | Sale | −32,669 | $1.16 | $37.90K | 2,876,747 |
| Brandon Bridgewater CSO | Dec 10, 2025 | Sale | −4,540 | $1.15 | $5.22K | 2,864,416 |
| Brandon Bridgewater CSO | Dec 10, 2025 | Sale | −4,540 | $1.15 | $5.22K | 2,909,416 |
| Brandon Bridgewater CSO | Dec 9, 2025 | Sale | −18,191 | $1.16 | $21.10K | 2,913,956 |
| Brandon Bridgewater CSO | Dec 8, 2025 | Sale | −24,490 | $1.20 | $29.39K | 2,932,147 |
| Timothy A. Bridgewater Chief Executive Officer, Director, 10% owner | Nov 6, 2025 | Conversion | −255,000 | – | – | 812,545 |
| Timothy A. Bridgewater Chief Executive Officer, Director, 10% owner | Nov 6, 2025 | Conversion | −100,000 | – | – | 8,110,410 |
| Timothy A. Bridgewater Chief Executive Officer, Director, 10% owner | Nov 2, 2025 | Conversion | +100,000 | – | – | 812,545 |
| Oak Global Advisors Llc White 10% owner | Oct 30, 2025 | Conversion | +1,851,851 | – | – | 9,931,851 |
| Kalen Larsen COO | Sep 3, 2025 | Sale | −26,636 | $1.61 | $42.88K | 2,411,637 |
| Brandon Bridgewater CSO | Sep 3, 2025 | Sale | −26,636 | $1.61 | $42.88K | 2,956,637 |
| Kalen Larsen COO | Aug 29, 2025 | Sale | −440 | $1.60 | $704 | 2,438,273 |
| Brandon Bridgewater CSO | Aug 29, 2025 | Sale | −440 | $1.60 | $704 | 2,983,273 |
| Kalen Larsen COO | Aug 28, 2025 | Sale | −28,875 | $1.62 | $46.78K | 2,438,713 |
| Brandon Bridgewater CSO | Aug 28, 2025 | Sale | −28,875 | $1.62 | $46.78K | 2,938,713 |
| Kalen Larsen COO | Aug 27, 2025 | Sale | −32,412 | $1.75 | $56.72K | 2,467,588 |
| Brandon Bridgewater CSO | Aug 27, 2025 | Sale | −32,412 | $1.75 | $56.72K | 2,967,588 |
| Kalen Larsen COO | Aug 14, 2025 | Conversion | +2,000,000 | – | – | 2,500,000 |
| Kalen Larsen COO | Aug 14, 2025 | Conversion | −2,000,000 | – | – | 3,015,664 |
| Timothy A. Bridgewater Chief Executive Officer, Director, 10% owner | Aug 13, 2025 | Conversion | −168,500 | – | – | 812,545 |
| Timothy A. Bridgewater Chief Executive Officer, Director, 10% owner | Aug 4, 2025 | Conversion | −350,000 | – | – | 812,545 |
| Timothy A. Bridgewater Chief Executive Officer, Director, 10% owner | Mar 31, 2025 | Conversion | −813,955 | – | – | 812,545 |
| Kalen Larsen COO | Mar 6, 2025 | Conversion | −250,000 | – | – | 3,015,664 |
| Kalen Larsen COO | Mar 6, 2025 | Conversion | +250,000 | – | – | 2,500,000 |
| Timothy A. Bridgewater Chief Executive Officer, Director, 10% owner | Feb 12, 2025 | Conversion | +1,500,000 | – | – | 812,545 |
| Timothy A. Bridgewater Chief Executive Officer, Director, 10% owner | Feb 12, 2025 | Conversion | −1,500,000 | – | – | 8,110,410 |
| Timothy A. Bridgewater Chief Executive Officer, Director, 10% owner | Feb 12, 2025 | Conversion | +750,000 | – | – | 812,545 |
| Timothy A. Bridgewater Chief Executive Officer, Director, 10% owner | Feb 12, 2025 | Conversion | −750,000 | – | – | 8,110,410 |
| Kalen Larsen COO | Feb 12, 2025 | Conversion | −250,000 | – | – | 3,015,664 |
| Kalen Larsen COO | Feb 12, 2025 | Conversion | +250,000 | – | – | 2,500,000 |
| Brandon Bridgewater CSO | Feb 12, 2025 | Conversion | +3,000,000 | – | – | 3,000,000 |
| Brandon Bridgewater CSO | Feb 12, 2025 | Conversion | −3,000,000 | – | – | 2,515,664 |
| Timothy A. Bridgewater Chief Executive Officer, Director, 10% owner | Mar 14, 2024 | Award | +10,460,410 | – | – | 8,110,410 |
| Timothy A. Bridgewater Chief Executive Officer, Director, 10% owner | Mar 14, 2024 | Award | +50,000 | – | – | 812,545 |
| Llc Esgen 10% owner | Mar 13, 2024 | Other | +4,035,817 | – | – | 4,035,817 |
| Llc Esgen 10% owner | Mar 13, 2024 | Other | −1,583,260 | – | – | 4,035,817 |
| Llc Esgen 10% owner | Mar 13, 2024 | Other | −778,381 | – | – | 3,257,436 |
| Mark M. Jacobs Director | Mar 13, 2024 | Conversion | +80,000 | – | – | 80,000 |
| Mark M. Jacobs Director | Mar 13, 2024 | Other | +80,000 | – | – | 80,000 |
| Mark M. Jacobs Director | Mar 13, 2024 | Other | −80,000 | – | – | 0 |
| Llc Esgen 10% owner | Oct 23, 2023 | Conversion | +5,619,077 | – | – | 5,619,077 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Gianluca Guy 10% Stockholder | Feb 23, 2026 | 806,000 | $806.00K | Feb 23, 2026 | Merger/Acquisition |
| Hruby Anton 10% Holder | Dec 2, 2025 | 243,300 | $330.89K | Dec 2, 2025 | Public Via Spac |
| Hruby Anton 10% Holder | Nov 28, 2025 | 55,000 | $71.50K | Nov 24, 2025 | Public Via Spac |
| Brandon Bridgewater Officer | Nov 26, 2025 | 356,511 | $491.99K | Nov 26, 2025 | Share Exchange |
| Gianluca Guy 10% Stockholder | Nov 6, 2025 | 1,500,000 | $2.33M | Nov 6, 2025 | Merger/Acquisition |
| Hruby Anton 10% Holder | Sep 4, 2025 | 283,500 | $439.43K | Sep 4, 2025 | Public Via Spac |
| Kalen Larsen Officer | Aug 25, 2025 | 283,520 | $564.21K | Aug 25, 2025 | Share Exchange |
| Brandon Bridgewater Officer | Aug 22, 2025 | 283,520 | $606.73K | Aug 22, 2025 | Share Exchange |