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ZEO · NASDAQ · Solar

Zeo (ZEO)

Sells and services residential solar systems while providing solar and storage technology for industry.

$0.4536
After hours−0.04 (−7.33%)
At close$0.4895(+56.94%)

13F · 13D/G · Form 4

Institutions2.62%1.54M shares
30 holders · as of Jun 30, 2026
Insiders8.92%5.24M shares
2 holders · as of Dec 23, 2025
Strategic holders16.90%9.93M shares
1 holder · as of Nov 20, 2025
Other71.56%42.07M shares
remainder

58.78M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (58.78M in the company's Sep 22, 2026 report, 35.40M elsewhere); stakes use the report.

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
LHX Intermediate, LLCStrategic10 percent owner
16.90%9.93M Afiled Nov 20, 2025
Brandon Bridgewater1Insiderofficer: CSO
4.82%2.83M Afiled Dec 23, 2025
Kalen Larsen2Insiderofficer: COO
4.10%2.41M Afiled Sep 5, 2025
Citizens Financial Group Inc/RIInstitution
0.92%541,175 Aas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
0.72%421,569 Aas of Jun 30, 2026
UBS Group AGInstitution
0.20%115,994 Aas of Jun 30, 2026
Geode Capital Management, LLCInstitution
0.19%109,279 Aas of Jun 30, 2026
PNC Financial Services Group, Inc.Institution
0.13%75,000 Aas of Jun 30, 2026
Groupe la FrancaiseInstitution
0.07%43,761 Aas of Jun 30, 2026
State Street CorpInstitution
0.07%38,900 Aas of Jun 30, 2026
XTX Topco LtdInstitution
0.07%38,891 Aas of Jun 30, 2026
Shanda Asset Management Holdings LtdInstitution
0.06%37,249 Aas of Jun 30, 2026
Jane Street Group, LLCInstitution
0.05%30,080 Aas of Jun 30, 2026
HRT Financial LPInstitution
0.03%17,270 Aas of Jun 30, 2026
Creative PlanningInstitution
0.03%17,107 Aas of Jun 30, 2026
Credit Industriel et CommercialInstitution
0.02%10,845 Aas of Jun 30, 2026
Northern Trust CorpInstitution
0.02%10,625 Aas of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.02%10,497 Aas of Jun 30, 2026
Tower Research Capital LLC (TRC)Institution
0.02%10,043 Aas of Jun 30, 2026
Morgan StanleyInstitution
0.00%2,779 Aas of Jun 30, 2026
JPMorgan Chase & CoInstitution
0.00%1,612 Aas of Jun 30, 2026
CKW Financial GroupInstitution
0.00%1,527 Aas of Jun 30, 2026
Abound Financial, LLCInstitution
0.00%1,520 Aas of Jun 30, 2026
Caz Investments LPInstitution
0.00%1,369 Aas of Jun 30, 2026
Group One Trading, L.P.Institution
0.00%1,348 Aas of Jun 30, 2026
  1. Brandon Bridgewater reports a block also reported by another filer; it is counted once, under that filer.
  2. Kalen Larsen reports a block also reported by another filer; it is counted once, under that filer.

13F, as of Jun 30, 2026

30 holders · 1.54M shares · 3 new positions · 8 increased · 3 reduced · 6 closed

HolderShares% of companyChg q/qFiled
Citizens Financial Group Inc/RI541.2K0.92%0Aug 7, 2026
Vanguard Capital Management LLC421.6K0.72%+54.6KAug 13, 2026
UBS Group AG116.0K0.20%+114.4KAug 13, 2026
Geode Capital Management, LLC109.3K0.19%−20.4KAug 12, 2026
PNC Financial Services Group, Inc.75.0K0.13%0Aug 7, 2026
Groupe la Francaise43.8K0.07%0Aug 25, 2026
State Street Corp38.9K0.07%0Aug 7, 2026
XTX Topco Ltd38.9K0.07%−6.9KAug 14, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
LHX Intermediate, LLCincl. White Oak Global Advisors LLC30.00%9.93M13DNov 20, 2025
Phillip Grossincl. Robert Atchinson, Adage Capital Management, L.P.5.95%760.0K13GNov 19, 2024
Taconic Capital Advisors UK LLPincl. Frank P. Brosens, Taconic Associates LLC +2 more5.70%350.0KNov 13, 2024

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Dec 11, 2025
Brandon Bridgewaterofficer: CSO
Sale32,669$1.162,831,747
Dec 10, 2025
Brandon Bridgewaterofficer: CSO
Sale4,540$1.152,864,416
Dec 9, 2025
Brandon Bridgewaterofficer: CSO
Sale18,191$1.162,913,956
Dec 8, 2025
Brandon Bridgewaterofficer: CSO
Sale24,490$1.202,932,147

House and Senate disclosures

Not reported.