How many institutions own ZEO stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own ZEO shares is 37, representing 36.44% of the company's common stock.

Who are the major shareholders selling Zeo Energy Corp. stock?

MISSION WEALTH MANAGEMENT, LP, in the last quarter, reduced its stake in ZEO by -100% restricting it's holding to 0 shares of worth nearly -. BANK OF AMERICA CORP /DE/ also lessened -100% of the ZEO shares from its portfolio, reducing its holding to 0 shares of worth -. PIPER SANDLER & CO. also shunned ZEO shares holding by -25.12% last quarter which brought its holding to 507.5 thousand shares worth $291.31K.

Investors who are buying ZEO stock?

As per its latest 13F filing, BLACKROCK, INC. increased its stake in ZEO by 8.64% in the last quarter. The institutional holder raised its holding to 43.64 thousand shares having worth more than $25.05K. CITIZENS FINANCIAL GROUP INC/RI also added 47.79% more shares of ZEO to its portfolio, raising its holding to 541.18 thousand shares of worth $310.63K. XTX TOPCO LTD also increased its ZEO shares holding by 44.41% which brought its holding to 45.77 thousand shares worth $26.27K.

ZEO's major insiders: who are they?

The insider with the most stakes in ZEO is Bridgewater Brandon , CSO at the company. Additionally, ZEO stock is highly held by COO Larsen Kalen and 10 percent owner PERISCOPE CAPITAL INC. among others.

Did an insider recently sell ZEO stock?

Company executives, directors, and other insiders own 40.7% percent of Zeo Energy Corp.'s stock. Within the last six months, there have been 4 transaction(s) in which ZEO insiders have sold stock, totaling 79.89K shares. Insiders that have sold shares include BRIDGEWATER BRANDON, LARSEN KALEN, and PERISCOPE CAPITAL INC..

Which insider recently purchased ZEO stock?

There have been 0 transaction(s) during the past 6-months in which Zeo Energy Corp. insiders have bought stock, totalling 0 shares

How much of ZEO does insiders own?

Around 11.54M Zeo Energy Corp. shares are held by insiders, which represents about 40.7% of ZEO stock.

Who is the insider with the largest stake?

ZEO CSO, Bridgewater Brandon holds the largest portfolio of the company's shares. ZEO shares owned by Bridgewater total nearly 2.83 million.

Which institution holds the most shares in ZEO?

SHANDA ASSET MANAGEMENT HOLDINGS LTD is the largest institutional owner in ZEO which holds 37.25 thousand shares worth $21.38K or 0.15% of the total ZEO shares outstanding followed by CREATIVE PLANNING with ownership of 17.28 thousand shares representing 0.07% of the ZEO ownership. BLACKROCK, INC. is the third largest stakeholder with 43.64 thousand shares or 0.17% of the ownership worth more than $25.05K.

Is Zeo Energy Corp. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the ZEO is concerned, it is a stock which is not optionable.

Is there a short position on ZEO's shares?

Number of ZEO shares short is 159.07K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding ZEO shares are there?

As of today, 31.03M shares of ZEO are outstanding.

Is there many float in ZEO stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, ZEO has 7.34M shares in float.

ZEO short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for ZEO is 3.06.

Zeo Energy (ZEO) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.51

Short Percent Of Float1.4

Shares Outstanding31.03M

Shares Float7.34M

Shares Short159.07K

Short Ratio3.06

1.4%

Short % of Float

0.51%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

40.7% Percentage of Shares held by All Insiders

36.44% Percentage of Shares held by All Institutions

61.44% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 36.44% of ZEO shares are held by financial institutions. SHANDA ASSET MANAGEMENT HOLDINGS LTD is the top corporate investor, holding 37.25K shares valued at $21.38K. A 0.15% stake in Zeo Energy Corp. is owned by the company. CREATIVE PLANNING owns 17.28K shares valued at $9.92K, which translates its holding of 0.07% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	SHANDA ASSET MANAGEMENT HOLDINGS LTD	0.15%	37.25K	21.38K	0	0
Mar 31, 2026	CREATIVE PLANNING	0.07%	17.28K	9.92K	0	0
Mar 31, 2026	BLACKROCK, INC.	0.17%	43.64K	25.05K	3.47K	+8.64%
Mar 31, 2026	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.28%	70.8K	40.64K	0	0
Mar 31, 2026	CITIZENS FINANCIAL GROUP INC/RI	2.17%	541.18K	310.63K	175K	+47.79%
Mar 31, 2026	GROUPE LA FRANCAISE	0.18%	43.76K	25.12K	0	0
Mar 31, 2026	STATE STREET CORP	0.16%	38.9K	22.33K	0	0
Mar 31, 2026	XTX TOPCO LTD	0.18%	45.77K	26.27K	14.08K	+44.41%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	0.52%	129.69K	74.48K	36.45K	+39.09%
Mar 31, 2026	MISSION WEALTH MANAGEMENT, LP	0%	0	-	-24.2K	-100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-1.49K	-100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	4	2	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	8	4	0	0
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0%	26	15	0	0
Mar 31, 2026	CORECAP ADVISORS, LLC	0%	37	21	0	0
Mar 31, 2026	SBI SECURITIES CO., LTD.	0%	134	77	0	0
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0%	308	177	308	+100.00%
Mar 31, 2026	NOBLE WEALTH MANAGEMENT PBC	0%	876	503	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.1%	24.79K	14.23K	14.35K	+137.42%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.3%	75K	43.05K	75K	+100.00%
Mar 31, 2026		1.47%	366.97K	210.64K	366.97K	+100.00%
Mar 31, 2026	PIPER SANDLER & CO.	2.04%	507.5K	291.31K	-170.21K	-25.12%
Mar 31, 2026	FMR LLC	0%	100	57	0	0
Mar 31, 2026	GROUP ONE TRADING, L.P.	0.01%	1.35K	774	-893	-39.85%
Mar 31, 2026	CAZ INVESTMENTS LP	0.01%	1.37K	786	0	0
Mar 31, 2026	CKW FINANCIAL GROUP	0.01%	1.53K	1K	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0.01%	1.61K	938	0	0
Mar 31, 2026	UBS GROUP AG	0.01%	1.63K	936	-1.65K	-50.24%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.04%	10.5K	6.03K	10.5K	+100.00%
Mar 31, 2026	CREDIT INDUSTRIEL ET COMMERCIAL	0.04%	10.85K	6.23K	0	0
Mar 31, 2026	ABOUND FINANCIAL, LLC	0.01%	1.52K	872	0	0
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	2.18K	1.25K	-1.54K	-41.42%
Mar 31, 2026	MORGAN STANLEY	0.01%	2.76K	1.58K	0	0
Mar 31, 2026	TWO SIGMA SECURITIES, LLC	0.06%	15.49K	8.89K	139	+0.91%
Dec 31, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.26%	70.8K	77.17K	70.8K	+100.00%
Dec 31, 2025	CKW FINANCIAL GROUP	0.01%	1.53K	2K	0	0
Dec 31, 2025	GROUP ONE TRADING, L.P.	0.01%	2.24K	2.44K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.01%	1.61K	1.76K	0	0
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0%	876	955	0	0
Dec 31, 2025	CAZ INVESTMENTS LP	0.01%	1.37K	1.49K	0	0
Dec 31, 2025	SHANDA ASSET MANAGEMENT HOLDINGS LTD	0.14%	37.25K	40.6K	0	0
Dec 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.09%	24.2K	26.38K	0	0
Dec 31, 2025	CREATIVE PLANNING	0.06%	17.28K	18.83K	0	0
Dec 31, 2025	CREDIT INDUSTRIEL ET COMMERCIAL	0.04%	10.85K	11.82K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.04%	10.44K	11.38K	10.44K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.01%	3.28K	3.57K	432	+15.18%
Dec 31, 2025	MORGAN STANLEY	0.01%	2.76K	3K	-1.32K	-32.37%
Dec 31, 2025	ABOUND FINANCIAL, LLC	0.01%	1.52K	1.66K	1.52K	+100.00%
Dec 31, 2025	FMR LLC	0%	100	109	36	+56.25%
Dec 31, 2025	XTX TOPCO LTD	0.12%	31.7K	34.55K	3.52K	+12.47%
Dec 31, 2025	TWO SIGMA SECURITIES, LLC	0.06%	15.35K	16.73K	15.35K	+100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	3.72K	4.06K	3.72K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	8	8	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	4	4	0	0
Dec 31, 2025	NORTHERN TRUST CORP	0%	0	-	-14.66K	-100.00%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	0	-	-13.77K	-100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-308	-100.00%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0%	0	-	-31.41K	-100.00%
Dec 31, 2025	PIPER SANDLER & CO.	2.48%	677.71K	738.71K	0	0
Dec 31, 2025	VANGUARD GROUP INC	1.46%	398.16K	433.99K	145.59K	+57.65%
Dec 31, 2025	CITIZENS FINANCIAL GROUP INC/RI	1.34%	366.18K	399.13K	100K	+37.57%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.34%	93.24K	101.7K	2.73K	+3.02%
Dec 31, 2025	GROUPE LA FRANCAISE	0.16%	43.76K	47.7K	0	0
Dec 31, 2025	BLACKROCK, INC.	0.15%	40.17K	43.78K	29.71K	+284.02%
Dec 31, 2025	STATE STREET CORP	0.14%	38.9K	42.4K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	1.49K	1.62K	-1.42K	-48.90%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	134	146	-20	-12.99%
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	37	40	-629	-94.44%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	26	29	0	0
Sep 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.97%	266.18K	359.34K	266.18K	+100.00%
Sep 30, 2025	PIPER SANDLER & CO.	2.48%	677.71K	914.91K	677.71K	+100.00%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0%	876	1.18K	876	+100.00%
Sep 30, 2025	CAZ INVESTMENTS LP	0.01%	1.37K	1.85K	1.37K	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	4	5	4	+100.00%
Sep 30, 2025	STATE STREET CORP	0.14%	38.9K	52.52K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	8	13	8	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	26	36	26	+100.00%
Sep 30, 2025	CKW FINANCIAL GROUP	0.01%	1.53K	2K	1.53K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	1.61K	2.18K	1.61K	+100.00%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0.01%	2.24K	3.03K	2.24K	+100.00%
Sep 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.09%	24.2K	32.67K	24.2K	+100.00%
Sep 30, 2025	FMR LLC	0%	64	86	64	+100.00%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.12%	31.41K	42.41K	31.41K	+100.00%
Sep 30, 2025	SHANDA ASSET MANAGEMENT HOLDINGS LTD	0.14%	37.25K	50.29K	37.25K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.01%	2.85K	3.84K	157	+5.84%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	2.91K	3.92K	2.76K	+1,837.33%
Sep 30, 2025	MORGAN STANLEY	0.01%	4.08K	5.5K	4.08K	+100.00%
Sep 30, 2025	CREDIT INDUSTRIEL ET COMMERCIAL	0.04%	10.85K	14.64K	10.85K	+100.00%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.05%	13.77K	18.58K	13.77K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.05%	14.66K	19.8K	14.66K	+100.00%
Sep 30, 2025	XTX TOPCO LTD	0.1%	28.18K	38.04K	28.18K	+100.00%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-8.62K	-100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0%	0	-	-39.24K	-100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-219	-100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	154	208	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0%	308	416	308	+100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	666	899	666	+100.00%
Sep 30, 2025	GROUPE LA FRANCAISE	0.16%	43.76K	59.08K	43.76K	+100.00%
Sep 30, 2025	BLACKROCK, INC.	0.04%	10.46K	14.12K	-965	-8.45%
Sep 30, 2025	CREATIVE PLANNING	0.06%	17.28K	23.33K	17.28K	+100.00%
Sep 30, 2025		0.07%	19.55K	26.4K	19.55K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.33%	90.51K	122.28K	-83.16K	-47.88%
Sep 30, 2025	VANGUARD GROUP INC	0.92%	252.57K	340.96K	-105.86K	-29.54%

Insiders

Among the ZEO insiders holding of 40.7% of the stake in company, BRIDGEWATER BRANDON, CSO, holds the largest shares of 2.83M. LARSEN KALEN, COO, is the second largest ZEO insider with ownership of 2.41M shares. PERISCOPE CAPITAL INC., 10 percent owner, stands third with possession of 481.2K shares of that stake.

Insiders	Designation	Shares Held
BRIDGEWATER BRANDON	CSO	2.83M
LARSEN KALEN	COO	2.41M
PERISCOPE CAPITAL INC.	10 percent owner	481.2K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 11, 2025	BRIDGEWATER BRANDON	SALE	1.16	32.67K	37.81K	2.83M
Dec 10, 2025	BRIDGEWATER BRANDON	SALE	1.15	4.54K	5.22K	2.86M
Dec 09, 2025	BRIDGEWATER BRANDON	SALE	1.16	18.19K	21.14K	2.91M
Dec 08, 2025	BRIDGEWATER BRANDON	SALE	1.20	24.49K	29.42K	2.93M
Sep 03, 2025	LARSEN KALEN	SALE	1.61	26.64K	42.91K	2.41M
Sep 03, 2025	BRIDGEWATER BRANDON	SALE	1.61	26.64K	42.91K	2.96M
Aug 29, 2025	LARSEN KALEN	SALE	1.60	440	704	2.44M
Aug 29, 2025	BRIDGEWATER BRANDON	SALE	1.60	440	704	2.98M
Aug 28, 2025	LARSEN KALEN	SALE	1.62	28.88K	46.77K	2.44M
Aug 28, 2025	BRIDGEWATER BRANDON	SALE	1.62	28.88K	46.77K	2.94M
Aug 27, 2025	BRIDGEWATER BRANDON	SALE	1.75	32.41K	56.65K	2.97M
Aug 27, 2025	LARSEN KALEN	SALE	1.75	32.41K	56.65K	2.47M
Mar 25, 2024	PERISCOPE CAPITAL INC.	SALE	11.50	300K	3.45M	481.2K
Mar 20, 2024	PERISCOPE CAPITAL INC.	SALE	11.50	1.2K	13.8K	781.2K
Mar 15, 2024	PERISCOPE CAPITAL INC.	SALE	11.50	2K	23K	782.4K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES79.89K4

NET SHARES-79.89K4

SHARES HELD11.54M4

% NET SHARES-100.69%0%

Frequently Asked Questions

Stock Outstanding Shares

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares0.51

Short Percent Of Float1.4

Shares Outstanding31.03M

Shares Float7.34M

Shares Short159.07K

Short Ratio3.06

1.4%

Short % of Float

0.51%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

40.7% Percentage of Shares held by All Insiders

36.44% Percentage of Shares held by All Institutions

61.44% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	SHANDA ASSET MANAGEMENT HOLDINGS LTD	0.15%	37.25K	21.38K	0	0
Mar 31, 2026	CREATIVE PLANNING	0.07%	17.28K	9.92K	0	0
Mar 31, 2026	BLACKROCK, INC.	0.17%	43.64K	25.05K	3.47K	+8.64%
Mar 31, 2026	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.28%	70.8K	40.64K	0	0
Mar 31, 2026	CITIZENS FINANCIAL GROUP INC/RI	2.17%	541.18K	310.63K	175K	+47.79%
Mar 31, 2026	GROUPE LA FRANCAISE	0.18%	43.76K	25.12K	0	0
Mar 31, 2026	STATE STREET CORP	0.16%	38.9K	22.33K	0	0
Mar 31, 2026	XTX TOPCO LTD	0.18%	45.77K	26.27K	14.08K	+44.41%
Mar 31, 2026	GEODE CAPITAL MANAGEMENT, LLC	0.52%	129.69K	74.48K	36.45K	+39.09%
Mar 31, 2026	MISSION WEALTH MANAGEMENT, LP	0%	0	-	-24.2K	-100.00%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-1.49K	-100.00%
Mar 31, 2026	FARTHER FINANCE ADVISORS, LLC	0%	4	2	0	0
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0%	8	4	0	0
Mar 31, 2026	MAI CAPITAL MANAGEMENT	0%	26	15	0	0
Mar 31, 2026	CORECAP ADVISORS, LLC	0%	37	21	0	0
Mar 31, 2026	SBI SECURITIES CO., LTD.	0%	134	77	0	0
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0%	308	177	308	+100.00%
Mar 31, 2026	NOBLE WEALTH MANAGEMENT PBC	0%	876	503	0	0
Mar 31, 2026	JANE STREET GROUP, LLC	0.1%	24.79K	14.23K	14.35K	+137.42%
Mar 31, 2026	PNC FINANCIAL SERVICES GROUP, INC.	0.3%	75K	43.05K	75K	+100.00%
Mar 31, 2026		1.47%	366.97K	210.64K	366.97K	+100.00%
Mar 31, 2026	PIPER SANDLER & CO.	2.04%	507.5K	291.31K	-170.21K	-25.12%
Mar 31, 2026	FMR LLC	0%	100	57	0	0
Mar 31, 2026	GROUP ONE TRADING, L.P.	0.01%	1.35K	774	-893	-39.85%
Mar 31, 2026	CAZ INVESTMENTS LP	0.01%	1.37K	786	0	0
Mar 31, 2026	CKW FINANCIAL GROUP	0.01%	1.53K	1K	0	0
Mar 31, 2026	JPMORGAN CHASE & CO	0.01%	1.61K	938	0	0
Mar 31, 2026	UBS GROUP AG	0.01%	1.63K	936	-1.65K	-50.24%
Mar 31, 2026	VANGUARD FIDUCIARY TRUST CO	0.04%	10.5K	6.03K	10.5K	+100.00%
Mar 31, 2026	CREDIT INDUSTRIEL ET COMMERCIAL	0.04%	10.85K	6.23K	0	0
Mar 31, 2026	ABOUND FINANCIAL, LLC	0.01%	1.52K	872	0	0
Mar 31, 2026	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	2.18K	1.25K	-1.54K	-41.42%
Mar 31, 2026	MORGAN STANLEY	0.01%	2.76K	1.58K	0	0
Mar 31, 2026	TWO SIGMA SECURITIES, LLC	0.06%	15.49K	8.89K	139	+0.91%
Dec 31, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.26%	70.8K	77.17K	70.8K	+100.00%
Dec 31, 2025	CKW FINANCIAL GROUP	0.01%	1.53K	2K	0	0
Dec 31, 2025	GROUP ONE TRADING, L.P.	0.01%	2.24K	2.44K	0	0
Dec 31, 2025	JPMORGAN CHASE & CO	0.01%	1.61K	1.76K	0	0
Dec 31, 2025	NOBLE WEALTH MANAGEMENT PBC	0%	876	955	0	0
Dec 31, 2025	CAZ INVESTMENTS LP	0.01%	1.37K	1.49K	0	0
Dec 31, 2025	SHANDA ASSET MANAGEMENT HOLDINGS LTD	0.14%	37.25K	40.6K	0	0
Dec 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.09%	24.2K	26.38K	0	0
Dec 31, 2025	CREATIVE PLANNING	0.06%	17.28K	18.83K	0	0
Dec 31, 2025	CREDIT INDUSTRIEL ET COMMERCIAL	0.04%	10.85K	11.82K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0.04%	10.44K	11.38K	10.44K	+100.00%
Dec 31, 2025	UBS GROUP AG	0.01%	3.28K	3.57K	432	+15.18%
Dec 31, 2025	MORGAN STANLEY	0.01%	2.76K	3K	-1.32K	-32.37%
Dec 31, 2025	ABOUND FINANCIAL, LLC	0.01%	1.52K	1.66K	1.52K	+100.00%
Dec 31, 2025	FMR LLC	0%	100	109	36	+56.25%
Dec 31, 2025	XTX TOPCO LTD	0.12%	31.7K	34.55K	3.52K	+12.47%
Dec 31, 2025	TWO SIGMA SECURITIES, LLC	0.06%	15.35K	16.73K	15.35K	+100.00%
Dec 31, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	3.72K	4.06K	3.72K	+100.00%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	8	8	0	0
Dec 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	4	4	0	0
Dec 31, 2025	NORTHERN TRUST CORP	0%	0	-	-14.66K	-100.00%
Dec 31, 2025	RENAISSANCE TECHNOLOGIES LLC	0%	0	-	-13.77K	-100.00%
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-308	-100.00%
Dec 31, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0%	0	-	-31.41K	-100.00%
Dec 31, 2025	PIPER SANDLER & CO.	2.48%	677.71K	738.71K	0	0
Dec 31, 2025	VANGUARD GROUP INC	1.46%	398.16K	433.99K	145.59K	+57.65%
Dec 31, 2025	CITIZENS FINANCIAL GROUP INC/RI	1.34%	366.18K	399.13K	100K	+37.57%
Dec 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.34%	93.24K	101.7K	2.73K	+3.02%
Dec 31, 2025	GROUPE LA FRANCAISE	0.16%	43.76K	47.7K	0	0
Dec 31, 2025	BLACKROCK, INC.	0.15%	40.17K	43.78K	29.71K	+284.02%
Dec 31, 2025	STATE STREET CORP	0.14%	38.9K	42.4K	0	0
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	1.49K	1.62K	-1.42K	-48.90%
Dec 31, 2025	SBI SECURITIES CO., LTD.	0%	134	146	-20	-12.99%
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	37	40	-629	-94.44%
Dec 31, 2025	MAI CAPITAL MANAGEMENT	0%	26	29	0	0
Sep 30, 2025	CITIZENS FINANCIAL GROUP INC/RI	0.97%	266.18K	359.34K	266.18K	+100.00%
Sep 30, 2025	PIPER SANDLER & CO.	2.48%	677.71K	914.91K	677.71K	+100.00%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	0%	876	1.18K	876	+100.00%
Sep 30, 2025	CAZ INVESTMENTS LP	0.01%	1.37K	1.85K	1.37K	+100.00%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	4	5	4	+100.00%
Sep 30, 2025	STATE STREET CORP	0.14%	38.9K	52.52K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0%	8	13	8	+100.00%
Sep 30, 2025	MAI CAPITAL MANAGEMENT	0%	26	36	26	+100.00%
Sep 30, 2025	CKW FINANCIAL GROUP	0.01%	1.53K	2K	1.53K	+100.00%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	1.61K	2.18K	1.61K	+100.00%
Sep 30, 2025	GROUP ONE TRADING, L.P.	0.01%	2.24K	3.03K	2.24K	+100.00%
Sep 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.09%	24.2K	32.67K	24.2K	+100.00%
Sep 30, 2025	FMR LLC	0%	64	86	64	+100.00%
Sep 30, 2025	U.S. CAPITAL WEALTH ADVISORS, LLC	0.12%	31.41K	42.41K	31.41K	+100.00%
Sep 30, 2025	SHANDA ASSET MANAGEMENT HOLDINGS LTD	0.14%	37.25K	50.29K	37.25K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.01%	2.85K	3.84K	157	+5.84%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	2.91K	3.92K	2.76K	+1,837.33%
Sep 30, 2025	MORGAN STANLEY	0.01%	4.08K	5.5K	4.08K	+100.00%
Sep 30, 2025	CREDIT INDUSTRIEL ET COMMERCIAL	0.04%	10.85K	14.64K	10.85K	+100.00%
Sep 30, 2025	RENAISSANCE TECHNOLOGIES LLC	0.05%	13.77K	18.58K	13.77K	+100.00%
Sep 30, 2025	NORTHERN TRUST CORP	0.05%	14.66K	19.8K	14.66K	+100.00%
Sep 30, 2025	XTX TOPCO LTD	0.1%	28.18K	38.04K	28.18K	+100.00%
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	0	-	-8.62K	-100.00%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0%	0	-	-39.24K	-100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-219	-100.00%
Sep 30, 2025	SBI SECURITIES CO., LTD.	0%	154	208	0	0
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0%	308	416	308	+100.00%
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	666	899	666	+100.00%
Sep 30, 2025	GROUPE LA FRANCAISE	0.16%	43.76K	59.08K	43.76K	+100.00%
Sep 30, 2025	BLACKROCK, INC.	0.04%	10.46K	14.12K	-965	-8.45%
Sep 30, 2025	CREATIVE PLANNING	0.06%	17.28K	23.33K	17.28K	+100.00%
Sep 30, 2025		0.07%	19.55K	26.4K	19.55K	+100.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.33%	90.51K	122.28K	-83.16K	-47.88%
Sep 30, 2025	VANGUARD GROUP INC	0.92%	252.57K	340.96K	-105.86K	-29.54%

Insiders

Insiders	Designation	Shares Held
BRIDGEWATER BRANDON	CSO	2.83M
LARSEN KALEN	COO	2.41M
PERISCOPE CAPITAL INC.	10 percent owner	481.2K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 11, 2025	BRIDGEWATER BRANDON	SALE	1.16	32.67K	37.81K	2.83M
Dec 10, 2025	BRIDGEWATER BRANDON	SALE	1.15	4.54K	5.22K	2.86M
Dec 09, 2025	BRIDGEWATER BRANDON	SALE	1.16	18.19K	21.14K	2.91M
Dec 08, 2025	BRIDGEWATER BRANDON	SALE	1.20	24.49K	29.42K	2.93M
Sep 03, 2025	LARSEN KALEN	SALE	1.61	26.64K	42.91K	2.41M
Sep 03, 2025	BRIDGEWATER BRANDON	SALE	1.61	26.64K	42.91K	2.96M
Aug 29, 2025	LARSEN KALEN	SALE	1.60	440	704	2.44M
Aug 29, 2025	BRIDGEWATER BRANDON	SALE	1.60	440	704	2.98M
Aug 28, 2025	LARSEN KALEN	SALE	1.62	28.88K	46.77K	2.44M
Aug 28, 2025	BRIDGEWATER BRANDON	SALE	1.62	28.88K	46.77K	2.94M
Aug 27, 2025	BRIDGEWATER BRANDON	SALE	1.75	32.41K	56.65K	2.97M
Aug 27, 2025	LARSEN KALEN	SALE	1.75	32.41K	56.65K	2.47M
Mar 25, 2024	PERISCOPE CAPITAL INC.	SALE	11.50	300K	3.45M	481.2K
Mar 20, 2024	PERISCOPE CAPITAL INC.	SALE	11.50	1.2K	13.8K	781.2K
Mar 15, 2024	PERISCOPE CAPITAL INC.	SALE	11.50	2K	23K	782.4K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES79.89K4

NET SHARES-79.89K4

SHARES HELD11.54M4

% NET SHARES-100.69%0%

ZEO Stock Ownership Breakdown

Zeo Energy

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Insider Transaction Summary (6 Months)

Frequently Asked Questions