Institutional Ownership
Zeo Energy Corp
CUSIP 98944F109CL AZEOQ1 2026
13D / 13G Filings
9
Schedule 13D/13G on record
Beneficial Filers
6
Distinct reporting persons
Largest Stake
58.2%
Max % of class reported
Institutional Holders
30
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
9 filings · latest Nov 20, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 20, 2025 | Lhx Intermediate, LLC | 13D/A | 30.0% | — | SEC |
| 2 | Aug 12, 2025 | Adage Capital Management, L.P. | 13G/A | 3.2% | 760.0K | SEC |
| 3 | Feb 12, 2025 | The Goldman Sachs Group, Inc. | 13G/A | 11.0% | 411.4K | SEC |
| 4 | Dec 27, 2024 | Lhx Intermediate, LLC | 13D/A | 58.2% | — | SEC |
| 5 | Dec 6, 2024 | Lhx Intermediate, LLC | 13D | 58.2% | 8.08M | SEC |
| 6 | Nov 19, 2024 | Adage Capital Management, L.P. | 13G | 6.0% | 760.0K | SEC |
| 7 | Nov 14, 2024 | Esgen LLC | 13G/A | 11.6% | 4.76M | SEC |
| 8 | Nov 13, 2024 | Taconic Capital Advisors LP | 13G | 5.7% | 350.0K | SEC |
| 9 | Nov 12, 2024 | Goldman Sachs Group Inc | 13G | 6.7% | 414.2K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Citizens Financial Group Inc/Ri | 541.2K | $310.6K |
| 2 | Piper Sandler & Co. | 507.5K | $291.3K |
| 3 | Geode Capital Management, LLC | 129.7K | $74.5K |
| 4 | Pnc Financial Services Group, Inc. | 75.0K | $43.0K |
| 5 | Texas Capital Bank Wealth Management Services Inc | 70.8K | $40.6K |
| 6 | Xtx Topco Ltd | 45.8K | $26.3K |
| 7 | Groupe La Francaise | 43.8K | $25.1K |
| 8 | Blackrock, Inc. | 43.6K | $25.0K |
| 9 | State Street Corp | 38.9K | $22.3K |
| 10 | Shanda Asset Management Holdings Ltd | 37.2K | $21.4K |