ZEO
ZEO ENERGY CORP.Marquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $0.00 | $0.93 | — |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies | Q4 2025 | Q1 2026 | → $1.01 | -31% |
| Citadel Advisors | Q2 2025 | Q3 2025 | → $2.35 | +50% |
| Millennium Management | Q3 2024 | Q4 2024 | → $1.22 | -67% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Zeo Energy Corp.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Dec 23, 2025 — the most recent Form 4 on file — not from today.
- Form 4/Aamend0001213900-25-125323Dec 23, 2025
- Form 40001213900-25-121333Dec 12, 2025
- Form 40001213900-25-120139Dec 10, 2025
- Form 40001493152-25-024481Nov 20, 2025
- Form 40001493152-25-024480Nov 20, 2025
- Form 40001213900-25-085085Sep 5, 2025
- Form 40001213900-25-085080Sep 5, 2025
- Form 40001213900-25-084182Sep 3, 2025
- Form 40001213900-25-084181Sep 3, 2025
- Form 40001213900-25-082584Aug 29, 2025
- Form 40001213900-25-082583Aug 29, 2025
- Form 40000950170-24-036000Mar 25, 2024
- Form 40000950170-24-032448Mar 15, 2024
- Form 40001213900-24-023125Mar 15, 2024
- Form 40000950170-24-012894Feb 8, 2024
Fundamentals
XBRL · ZEO ENERGY CORP.Annual figures sourced directly from ZEO ENERGY CORP.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Zeo Energy Corp. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQUARTERLY REPORTMay 15, 2026
- 8-KCURRENT REPORTApr 24, 2026
- 8-KCURRENT REPORTApr 17, 2026
- 10-KANNUAL REPORTApr 1, 2026
- S-1/AAMENDMENT NO. 1 TO FORM S-1Jan 28, 2026
- 8-KCURRENT REPORTJan 27, 2026
- 10-QQUARTERLY REPORTNov 14, 2025
- 8-KCURRENT REPORTNov 4, 2025
- S-1REGISTRATION STATEMENTOct 28, 2025
- 8-KCURRENT REPORTSep 8, 2025
- 8-KCURRENT REPORTAug 19, 2025
- 10-QQUARTERLY REPORTAug 13, 2025
- 8-K/AAMENDMENT NO. 1 TO FORM 8-KAug 12, 2025
- 8-KCURRENT REPORTAug 11, 2025
- 8-KCURRENT REPORTAug 11, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Renaissance Technologies | Q4 2025 | Q1 2026 | $1.47 | $1.01 | -31% |
| Citadel Advisors | Q2 2025 | Q3 2025 | $1.57 | $2.35 | +50% |
| D.E. Shaw | Q3 2024 | open | $0.00 | — | +0% |
| Millennium Management | Q3 2024 | Q4 2024 | $3.69 | $1.22 | -67% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.