Zeo Energy
ZEO on Nasdaq. Market value $8m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 30 funds in all.
Largest holders overall
- Citizens Financial Group$357,392
- Vanguard Capital Management$278,236Added
- UBS Group AG$76,556Added
- Geode Capital Management$72,213Cut
- PNC Financial Services Group$49,500
- Groupe la Francaise$28,900
- State Street$25,690
- XTX Topco$25,684Cut
- Shanda Asset Management Holdings$24,599
- Jane Street Group$19,865Added
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
4 investors own more than 5%.
- LHX Intermediate, LLCPassive investorat least 30.0%−28.2 pts(filed with 1 related holder)Since 30 October 2025
What they said
The securities issued to the Reporting Persons as a result of the Promissory Note Conversion set forth in this Schedule 13D is for investment purposes only.
Read the filing - THE GOLDMAN SACHS GROUP, INC.Passive investorat least 3.3%(filed with 1 related holder)Since 31 December 2024
- Adage Capital Management, L.P.Passive investorat least 3.2%(filed with 2 related holders)Since 30 June 2025
- Taconic Capital Advisors LPPassive investorat least 1.5%(filed with 4 related holders)Since 31 March 2025
- COWEN AND COMPANY, LLCPassive investorSold down below 5%Since 31 December 2024
| Holder | Stake | Since | |
|---|---|---|---|
LHX Intermediate, LLC Passive investor | at least 30.0%−28.2 pts (filed with 1 related holder) | 30 October 2025 | What they saidThe securities issued to the Reporting Persons as a result of the Promissory Note Conversion set forth in this Schedule 13D is for investment purposes only. Read the filing |
THE GOLDMAN SACHS GROUP, INC. Passive investor | at least 3.3% (filed with 1 related holder) | 31 December 2024 | |
Adage Capital Management, L.P. Passive investor | at least 3.2% (filed with 2 related holders) | 30 June 2025 | |
Taconic Capital Advisors LP Passive investor | at least 1.5% (filed with 4 related holders) | 31 March 2025 | |
COWEN AND COMPANY, LLC Passive investor | Sold down below 5% | 31 December 2024 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 1 sold $93,607.
- Bridgewater BrandonCSOSold
- Date
- 11 December 2025
- Shares
- 32,669
- Price
- $1.16
- Value
- $37,896
- Bridgewater BrandonCSOSold
- Date
- 10 December 2025
- Shares
- 4,540
- Price
- $1.15
- Value
- $5,221
- Bridgewater BrandonCSOSold
- Date
- 9 December 2025
- Shares
- 18,191
- Price
- $1.16
- Value
- $21,102
- Bridgewater BrandonCSOSold
- Date
- 8 December 2025
- Shares
- 24,490
- Price
- $1.20
- Value
- $29,388
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 11 December 2025 | Bridgewater Brandon CSO | Sold | 32,669 | $1.16 | $37,896 |
| 10 December 2025 | Bridgewater Brandon CSO | Sold | 4,540 | $1.15 | $5,221 |
| 9 December 2025 | Bridgewater Brandon CSO | Sold | 18,191 | $1.16 | $21,102 |
| 8 December 2025 | Bridgewater Brandon CSO | Sold | 24,490 | $1.20 | $29,388 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.