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Zeo Energy
ZEO
0.5726
18.80% ( +0.0906 )
Trading: Aug 4, 14:46:30 (EDT)
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Overview
Overview
Options
Options
News
News
Posts
Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Institutions
35.17%
Individuals & Insiders
31.37%
Public and others
24.18%
Private companies
9.27%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
White Oak Global Advisors, LLC
28.26%
9.93M
1.67%
+0
10/30/2025
ESGEN LLC
9.27%
3.26M
0.55%
+0
09/30/2025
Brandon Bridgewater
Chief Sales Officer
8.06%
2.83M
0.48%
+0
12/11/2025
Kalen Larsen
Chief Operating Officer
7.11%
2.50M
0.42%
+0
12/31/2025
Timothy Bridgewater
Chairman & CEO
6.40%
2.25M
0.38%
+0
09/30/2025
Anton Hruby
Owner
4.27%
1.50M
0.25%
+0
09/30/2025
Gianluca Guy
Former Chief Installation and Strategy Officer & Director
4.27%
1.50M
0.25%
+0
09/30/2025
Citizens Private Wealth, LLC
1.54%
541.18K
0.44%
+175.00K
03/31/2026
Piper Sandler Companies
1.44%
507.50K
0.60%
-170.21K
03/31/2026
The Goldman Sachs Group, Inc.
1.17%
411.43K
0.07%
+0
12/31/2024
Vanguard Capital Management, LLC
1.04%
366.97K
--
+366.97K
03/31/2026
Stirling Adams
General Counsel & Secretary
0.73%
256.85K
0.04%
+0
09/30/2025
Geode Capital Management, LLC
0.37%
129.69K
0.09%
+36.45K
03/31/2026
Mark Jacobs
Independent Director
0.26%
90.00K
0.02%
+0
09/30/2025
Cannon Holbrook
Chief Financial Officer
0.22%
75.68K
0.01%
+0
09/30/2025
The PNC Financial Services Group, Inc.
0.21%
75.00K
--
+75.00K
03/31/2026
Texas Capital Bank Wealth Management Services, Inc.
0.20%
70.80K
0.01%
+0
03/31/2026
CM-CIC Asset Management SA
0.16%
54.61K
0.00%
+0
06/30/2026
XTX Markets Limited
0.13%
45.77K
0.03%
+14.08K
03/31/2026
BlackRock, Inc.
0.12%
43.64K
<0.01%
+3.47K
03/31/2026
