Zeo Energy Corp. (ZEOWW) shareholders
ZEOWWNasdaqConstruction - Special Trade ContractorsFiscal year ends December 31Also trades as ZEO
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 14, 2026Score 6/3037% below fair value
$0.03+0.00 (+0.76%)
Close on Oct 30, 2026Market cap $14.44MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
7M
Shares held, 13F filers
Institutional holders
24
1 new, 0 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 Joint filing with White Oak Global Advisors LLC (30.00%) | 9,931,851 | 30.00% | 13D (active) amendment | Oct 30, 2025 |
| White Oak Global Advisors LLC Joint filing with LHX Intermediate, LLC (58.20%) | 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 ZEOWW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| K2 Principal Fund, L.P. | 1,277,536 | – | $51.10K | – | 0.00% |
| Polar Asset Management Partners Inc. | 915,973 | – | $35.36K | – | 0.00% |
| Adage Capital Partners Gp, L.L.C. | 760,000 | – | $29.34K | – | 0.00% |
| Saba Capital Management, L.P. | 726,030 | – | $28.03K | – | 0.00% |
| Toronto Dominion Bank | 500,000 | – | $19.50K | – | 0.00% |
| Sculptor Capital LP | 372,739 | – | $14.39K | – | 0.00% |
| Clear Street Group Inc. | 301,263 | – | $11.63K | – | 0.00% |
| Goldman Sachs Group Inc | 256,875 | – | $9.92K | – | 0.00% |
| Blue Owl Capital Holdings LP | 250,000 | – | $10.00K | New | 0.00% |
| TENOR CAPITAL MANAGEMENT Co., L.P. | 250,000 | – | $9.65K | – | 0.00% |
| Davidson Kempner Capital Management LP | 200,000 | – | $7.72K | – | 0.00% |
| Aristeia Capital LLC | 196,129 | – | $7.57K | – | 0.00% |
| MMCAP International Inc. SPC | 195,575 | – | $7.55K | – | 0.00% |
| Picton Mahoney Asset Management | 175,000 | – | $6.30K | – | 0.00% |
| LMR Partners LLP | 150,000 | – | $5.79K | – | 0.00% |
| Wolverine Asset Management LLC | 127,768 | – | $4.93K | −22,743 | 0.00% |
| Moore Capital Management, LP | 125,000 | – | $4.83K | – | 0.00% |
| D. E. Shaw & Co., Inc. | 125,000 | – | $4.50K | – | 0.00% |
| Calamos Advisors LLC | 87,500 | – | $3.38K | – | 0.00% |
| Silver Rock Financial LP | 48,872 | – | $1.89K | – | 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 | 24 | 7M | 1 / 1 | 1 / 0 | 0M | 0M |
| Q1 2026 | 23 | 7M | 1 / 0 | 1 / 1 | 0M | 0M |
| Q4 2025 | 23 | 7M | 0 / 0 | 3 / 3 | 0M | 0M |
| Q3 2025 | 26 | 8M | 1 / 2 | 1 / 1 | 1M | 0M |
| Q2 2025 | 28 | 8M | 1 / 0 | 5 / 1 | 0M | 0M |
| Q1 2025 | 28 | 7M | 0 / 1 | 5 / 1 | 0M | 0M |
| Q4 2024 | 29 | 7M | 1 / 3 | 4 / 5 | 0M | 1M |
| Q3 2024 | 33 | 8M | 3 / 2 | 3 / 7 | 1M | 1M |
| Q2 2024 | 38 | 8M | 2 / 2 | 5 / 0 | 1M | 0M |
| Q1 2024 | 36 | 8M | 36 / 0 | 0 / 0 | 8M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
3 funds held ZEOWW in Q3 2025, 0% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of ZEOWW | Value | % of fund | As of |
|---|---|---|---|---|---|
| Calamos Market Neutral Income Fund | 87,500 | – | $2.36K | 0.00% | Jul 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.
Short interest
Shares sold short and not yet bought back, as of Oct 15, 2026 (FINRA, reported twice a month)
Short % of shares outstanding
–
0M shares short
Days to cover
18.4
At 0M shares a day
Change since last report
-3.0%
From 0M shares
Short volume, 20 days
37.3%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Zeo Energy's stock actually held short. Settlement fails (shares not delivered on time) peaked at 8,900 shares on Sep 29, 2026 over the last 90 days.
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 |
| Anton Hruby 10% Holder | Dec 2, 2025 | 243,300 | $330.89K | Dec 2, 2025 | Public Via Spac |
| Anton Hruby 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 |
| Anton Hruby 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 |