ZEO Class A Zeo Energy Corporation - Class A Common Stock
NASDAQ · Electrical Equipment close Oct 2, 2026ZEO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
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10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Institutional owners (13F) 31 filers · $1.4M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 3 (-3 vs prior Q) | 6 (+3 vs prior Q) | 5 (-1 vs prior Q) | 3 (-1 vs prior Q) | -455K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $433,990 | 398,156 | 30.18% | Shares |
| CITIZENS FINANCIAL GROUP INC/RI | $357,392 | 541,175 | 24.85% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $278,236 | 421,569 | 19.35% | Shares |
| UBS Group AG | $76,556 | 115,994 | 5.32% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $72,213 | 109,279 | 5.02% | Shares |
| PNC Financial Services Group, Inc. | $49,500 | 75,000 | 3.44% | Shares |
| Groupe la Francaise | $28,900 | 43,761 | 2.01% | Shares |
| STATE STREET CORP | $25,690 | 38,900 | 1.79% | Shares |
| XTX Topco Ltd | $25,684 | 38,891 | 1.79% | Shares |
| SHANDA ASSET MANAGEMENT HOLDINGS Ltd | $24,599 | 37,249 | 1.71% | Shares |
| JANE STREET GROUP, LLC | $19,865 | 30,080 | 1.38% | Shares |
| Creative Planning | $11,297 | 17,107 | 0.79% | Shares |
| CREDIT INDUSTRIEL ET COMMERCIAL | $7,162 | 10,845 | 0.50% | Shares |
| NORTHERN TRUST CORP | $7,017 | 10,625 | 0.49% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $6,928 | 10,497 | 0.48% | Shares |
| Tower Research Capital LLC (TRC) | $6,632 | 10,043 | 0.46% | Shares |
| MORGAN STANLEY | $1,835 | 2,779 | 0.13% | Shares |
| JPMORGAN CHASE & CO | $1,073 | 1,612 | 0.07% | Shares |
| ABOUND FINANCIAL, LLC | $1,004 | 1,520 | 0.07% | Shares |
| CAZ INVESTMENTS LP | $904 | 1,369 | 0.06% | Shares |
| GROUP ONE TRADING LLC | $890 | 1,348 | 0.06% | Shares |
| Noble Wealth Management PBC | $293 | 876 | 0.02% | Shares |
| NewEdge Advisors, LLC | $165 | 250 | 0.01% | Shares |
| SBI Securities Co., Ltd. | $88 | 134 | 0.01% | Shares |
| FMR LLC | $66 | 100 | 0.00% | Shares |
| BARCLAYS PLC | $48 | 73 | 0.00% | Shares |
| CoreCap Advisors, LLC | $24 | 37 | 0.00% | Shares |
| HRT FINANCIAL LP | $11 | 17,270 | 0.00% | Shares |
| OSAIC HOLDINGS, INC. | $5 | 8 | 0.00% | Shares |
| Farther Finance Advisors, LLC | $3 | 4 | 0.00% | Shares |
| CKW FINANCIAL GROUP | $1 | 1,527 | 0.00% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| LHX Intermediate, LLC, WHITE OAK GLOBAL ADVISORS LLC ×3 filings | Nov. 20, 2025 | 30.00% | Amendment | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 7 insiders · 2 officers · 3 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Kalen Larsen | COO | Sept. 3, 2025 S | 2,411,637 | 0 | 0 | $0 |
| Brandon Bridgewater | CSO | Dec. 11, 2025 S | 2,831,747 | 0 | 6 | $-136,724 |
| Mark M Jacobs | Director | March 13, 2024 J | 80,000 | 0 | 0 | $0 |
| Sanjay Bishnoi | Director | Oct. 22, 2021 J | · | 0 | 0 | $0 |
| Larry L Helm | Director | Oct. 22, 2021 J | · | 0 | 0 | $0 |
| PERISCOPE CAPITAL INC. | 10% owner | March 25, 2024 S | · | 0 | 0 | $0 |
| ESGEN LLC | 10% owner | March 13, 2024 J | 3,257,436 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 2 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
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