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Zeo Energy Corp. (ZEO) institutional ownership

Market cap$109M SectorEnergy
Funds holding · Q1 2026
17
reported ZEO position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
9 buyers · 8 sellers

Zeo Energy Corp. (ZEO) price and institutional activity

Dates

Q1 2026

$0 bought by 9 investors
Citizens Financial Group IncPNC Financial Services Group, Inc. +7 more
$0 sold by 8 investors
Piper Sandler & Co.Mission Wealth Management, LP +6 more
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Bought Sold Totals per quarter; hover a bar for the names.

Zeo Energy Corp. (ZEO) institutional activity · 17

Investor Type Est. change Change Δ Own Date
Citizens Financial Group Inc · Added
Change +175K Date Q1 2026
Citizens Financial Group Inc Added· Q1 2026 +175K Q1 2026
Piper Sandler & Co. · Reduced
Change −170K Date Q1 2026
Piper Sandler & Co. Reduced· Q1 2026 −170K Q1 2026
PNC Financial Services Group, Inc. · New
Change +75K Date Q1 2026
PNC Financial Services Group, Inc. New· Q1 2026 +75K Q1 2026
Geode · Added
Change +36K Date Q1 2026
Geode Added· Q1 2026 +36K Q1 2026
Mission Wealth Management, LP · Exited
Change −24K Δ Own −100.0% Date Q1 2026
Mission Wealth Management, LP Exited· Q1 2026 −24K −100.0% Q1 2026
Vanguard · Reduced
Change −21K Date Q1 2026
Vanguard Reduced· Q1 2026 −21K Q1 2026
Jane Street Group, LLC · Added
Change +14K Date Q1 2026
Jane Street Group, LLC Added· Q1 2026 +14K Q1 2026
Xtx Topco Ltd · Added
Change +14K Date Q1 2026
Xtx Topco Ltd Added· Q1 2026 +14K Q1 2026
BlackRock · Added
Change +3K Date Q1 2026
BlackRock Added· Q1 2026 +3K Q1 2026
UBS Group AG · Reduced
Change −2K Date Q1 2026
UBS Group AG Reduced· Q1 2026 −2K Q1 2026
Tower Research Capital LLC (trc) · Reduced
Change −2K Date Q1 2026
Tower Research Capital LLC (trc) Reduced· Q1 2026 −2K Q1 2026
Bank of America Corp · Exited
Change −1K Δ Own −100.0% Date Q1 2026
Bank of America Corp Exited· Q1 2026 −1K −100.0% Q1 2026
Group One Trading LLC · Reduced
Change −893 Date Q1 2026
Group One Trading LLC Reduced· Q1 2026 −893 Q1 2026
Advisory Services Network, LLC · New
Change +308 Date Q1 2026
Advisory Services Network, LLC New· Q1 2026 +308 Q1 2026
Newedge Advisors, LLC · New
Change +250 Date Q1 2026
Newedge Advisors, LLC New· Q1 2026 +250 Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 17

Famous investor activity in Zeo Energy Corp. (ZEO)

Zeo Energy Corp. (ZEO) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Bridgewater Brandon · Officer Sell −$38K
Price $1.16 Qty −33K Owned 2.9M Trade date Dec 11, 2025 Filed date Dec 12, 2025
Bridgewater Brandon Officer Sell $1.16 −33K −$38K 2.9M Dec 11, 2025 Dec 12, 2025
Bridgewater Brandon · Officer Sell −$5K
Price $1.15 Qty −5K Owned 2.9M Trade date Dec 10, 2025 Filed date Dec 12, 2025
Bridgewater Brandon Officer Sell $1.15 −5K −$5K 2.9M Dec 10, 2025 Dec 12, 2025
Bridgewater Brandon · Officer Sell −$21K
Price $1.16 Qty −18K Owned 2.9M Trade date Dec 9, 2025 Filed date Dec 10, 2025
Bridgewater Brandon Officer Sell $1.16 −18K −$21K 2.9M Dec 9, 2025 Dec 10, 2025
Bridgewater Brandon · Officer Sell −$29K
Price $1.20 Qty −24K Owned 2.9M Trade date Dec 8, 2025 Filed date Dec 10, 2025
Bridgewater Brandon Officer Sell $1.20 −24K −$29K 2.9M Dec 8, 2025 Dec 10, 2025
Bridgewater Timothy A. · Director 2 operations -355K
Owned 813K Trade date Nov 6, 2025 Filed date Mar 10, 2026
Bridgewater Timothy A. Director 2 operations -355K 813K Nov 6, 2025 Mar 10, 2026
Bridgewater Timothy A. · Director Exercise or conversion (M/X/C) 100K
Owned 813K Trade date Nov 2, 2025 Filed date Mar 10, 2026
Bridgewater Timothy A. Director Exercise or conversion (M/X/C) 100K 813K Nov 2, 2025 Mar 10, 2026
White Oak Global Advisors LLC · 10% Owner 2 operations
Owned 0 Trade date Oct 30, 2025 Filed date Nov 20, 2025
White Oak Global Advisors LLC 10% Owner 2 operations 0 Oct 30, 2025 Nov 20, 2025
Larsen Kalen · Officer Sell −$43K
Price $1.61 Qty −27K Owned 2.4M Trade date Sep 3, 2025 Filed date Sep 5, 2025
Larsen Kalen Officer Sell $1.61 −27K −$43K 2.4M Sep 3, 2025 Sep 5, 2025
Bridgewater Brandon · Officer Sell −$43K
Price $1.61 Qty −27K Owned 3.0M Trade date Sep 3, 2025 Filed date Sep 5, 2025
Bridgewater Brandon Officer Sell $1.61 −27K −$43K 3.0M Sep 3, 2025 Sep 5, 2025
Larsen Kalen · Officer Sell −$704
Price $1.60 Qty −440 Owned 2.4M Trade date Aug 29, 2025 Filed date Sep 3, 2025
Larsen Kalen Officer Sell $1.60 −440 −$704 2.4M Aug 29, 2025 Sep 3, 2025
Bridgewater Brandon · Officer Sell −$704
Price $1.60 Qty −440 Owned 3.0M Trade date Aug 29, 2025 Filed date Sep 3, 2025
Bridgewater Brandon Officer Sell $1.60 −440 −$704 3.0M Aug 29, 2025 Sep 3, 2025
Bridgewater Brandon · Officer Sell −$47K
Price $1.62 Qty −29K Owned 2.9M Trade date Aug 28, 2025 Filed date Aug 29, 2025
Bridgewater Brandon Officer Sell $1.62 −29K −$47K 2.9M Aug 28, 2025 Aug 29, 2025
Larsen Kalen · Officer Sell −$47K
Price $1.62 Qty −29K Owned 2.4M Trade date Aug 28, 2025 Filed date Aug 29, 2025
Larsen Kalen Officer Sell $1.62 −29K −$47K 2.4M Aug 28, 2025 Aug 29, 2025
Bridgewater Brandon · Officer Sell −$57K
Price $1.75 Qty −32K Owned 3.0M Trade date Aug 27, 2025 Filed date Aug 29, 2025
Bridgewater Brandon Officer Sell $1.75 −32K −$57K 3.0M Aug 27, 2025 Aug 29, 2025
Larsen Kalen · Officer Sell −$57K
Price $1.75 Qty −32K Owned 2.5M Trade date Aug 27, 2025 Filed date Aug 29, 2025
Larsen Kalen Officer Sell $1.75 −32K −$57K 2.5M Aug 27, 2025 Aug 29, 2025
15 of 18
15 of 18 Sign in to continue to older insider transactions.

Zeo Energy Corp. (ZEO) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Goldman Sachs Group Inc 414K
% of shares outstanding 6.7% Filing date Nov 12, 2024
Goldman Sachs Group Inc 414K 6.7% Nov 12, 2024
Adage Capital Partners Gp, L.L.C. 1.6M
% of shares outstanding 5.9% Filing date Feb 9, 2023
Adage Capital Partners Gp, L.L.C. 1.6M 5.9% Feb 9, 2023
Adage Capital Management, L.P. 760K
% of shares outstanding 3.2% Filing date Aug 12, 2025
Adage Capital Management, L.P. 760K 3.2% Aug 12, 2025
Millennium Management LLC 688K
% of shares outstanding 2.5% Filing date Jan 10, 2023
Millennium Management LLC 688K 2.5% Jan 10, 2023
Cowen and Company, LLC 280K
% of shares outstanding 2.0% Filing date Feb 13, 2025
Cowen and Company, LLC 280K 2.0% Feb 13, 2025
Taconic Capital Advisors LP 350K
% of shares outstanding 1.5% Filing date May 13, 2025
Taconic Capital Advisors LP 350K 1.5% May 13, 2025
Highbridge Capital Management LLC
% of shares outstanding 0.0% Filing date Jan 25, 2023
Highbridge Capital Management LLC 0.0% Jan 25, 2023
7 of 7

Zeo Energy Corp. (ZEO) ownership FAQ

Who owns ZEO?

17 reporting institutions disclosed ZEO position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.