Company Analysis

Zeo Energy Corporation (ZEO)

Nasdaq: ZEO · Construction - Special Trade Contractors · Dallas, TX · filing with the SEC since 2021
Grade3.1
◀ Past 2.0● Present 2.8▶ Future 5.4
3 est.

Who owns Zeo Energy Corporation

As filed with the SEC
Holders of 5% or more
1
LHX Intermediate, LLC holds 30% of Class A Common Stock, par value $0.0001 per share, as its SCHEDULE 13D/A filed Nov 20, 2025 says.
Directors and officers
3
report now, of 15 people on the record since 2021. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
LHX Intermediate, LLC
SCHEDULE 13D/A · filed Nov 20, 2025 · Class A Common Stock, par value $0.0001 per share · 58.2% in Dec 27, 2024
30%
Goldman Sachs Group Inc.
SCHEDULE 13G/A · filed Feb 12, 2025 · Class A Common Stock, par value $0.0001 per share · reported falling below 5%
under 5%
Adage Capital Management, L.P.
SCHEDULE 13G/A · filed Aug 12, 2025 · Class A Common Stock, par value $0.0001 per share · reported falling below 5%
under 5%
Cowen And Company, LLC
SCHEDULE 13G/A · filed Feb 13, 2025 · Class A Common Stock, par value $0.0001 per share · reported falling below 5%
under 5%
Taconic Capital Advisors LP
SCHEDULE 13G/A · filed May 13, 2025 · Redeemable warrants, exercisable for Class A common stock at an exercise price of $11.50 per share · reported falling below 5%
under 5%
What ZEO reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Heliogen Acquisition
A company bought · acquisition · owns, named in the 10-K filed Apr 1, 2026
Legacy Op Co Unitholders
A company bought · acquisition · owns, named in the 10-K filed Apr 1, 2026
Public and Founder Shares
A company bought · acquisition · owns, named in the 10-K filed Apr 1, 2026
Shares Issued to Advisors and Backstop Investors
A company bought · acquisition · owns, named in the 10-K filed Apr 1, 2026
Shares Issued to Sponsor
A company bought · acquisition · owns, named in the 10-K filed Apr 1, 2026

5 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 25, 2024.

Insider tradesForm 4
6sales
0purchases
0sales on a scheduled plan
1people selling
$100,000sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
25
2025 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window1 of 20 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Bridgewater BrandonCSO6$100,00000$0
SI Assistanton ZEO · research, not advice