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ZEO Energy Corp (ZEO)

CUSIP: 98944F109 | NYSE | Technology · Solar | Micro Cap | 54 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ALHX Intermediate, LLC9,931,85130.0%New 5%+ stakeOct 30, 2025No 13F filer matched
13D/ALHX Intermediate, LLC9,931,851
30.0% of class · Oct 30, 2025

Institutional Holders — Q3 2026

Citizens Financial Group Inc541,175
0.0% of portfolio›$180.9K
StoneX Group Inc.17,889
0.0% of portfolio›$6.0K
Creative Planning17,107
0.0% of portfolio›$5.7K
Diversify Wealth Management, LLC10,836
0.0% of portfolio›$2.9K
Diversify Advisory Services, LLC10,836
0.0% of portfolio›$2.9K
CKW Financial Group1,527
0.0% of portfolio›$0
Noble Wealth Management PBC876
0.0% of portfolio›$293
SBI Securities Co., Ltd.134
0.0% of portfolio›$45
CoreCap Advisors, LLC37
0.0% of portfolio›$12
Farther Finance Advisors, LLC4
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Citizens Financial Group Inc
541,175$180.9K0.0%GrowthLowProvidence, RI2026-10-23
StoneX Group Inc.
17,889$6.0K0.0%ETFMediumNew York, NY2026-11-03
Creative Planning
17,107$5.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Diversify Wealth Management, LLC
10,836$2.9K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
10,836$2.9K0.0%GrowthLowSandy, UT2026-10-20
CKW Financial Group
1,527$00.0%ETFVery LowHonolulu, HI2026-10-29
Noble Wealth Management PBC
876$2930.0%YieldMediumGreenwood Village, CO2026-10-01
SBI Securities Co., Ltd.
134$450.0%Agg GrowthLowTokyo, Mexico2026-10-22
CoreCap Advisors, LLC
37$120.0%ETFMediumSouthfield, MI2026-10-08
Farther Finance Advisors, LLC
4$10.0%IndexLowSan Francisco, CA2026-10-08
New 5%+ stake
No 13F filer matched