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ZEO · NASDAQ · Solar

Zeo

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

$0.2980
After-hours close+0.01 (+4.63%)
At close$0.2848(−10.19%)

Breakdown13F · Form 4

Institutions 4.35%1.54M sharesInsiders 14.81%5.24M sharesOther 80.84%28.62M shares

Shares outstanding 35.40M · Float 17.67M · 49.9% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
LHX Intermediate, LLC · 10 percent owner9.93M28.06%Form 4Nov 20, 2025
Brandon Bridgewater · officer: CSO2.83M8.00%Form 4Dec 23, 2025
Kalen Larsen · officer: COO2.41M6.81%Form 4Sep 5, 2025
Phillip Gross760.0K5.95%13GNov 19, 2024
Citizens Financial Group Inc/RI541.2K1.53%13FAug 7, 2026

Institutions13F, as of Jun 30, 2026

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

HolderShares% outstandingChg q/qFiled
Citizens Financial Group Inc/RI541.2K1.53%0Aug 7, 2026
Vanguard Capital Management LLC421.6K1.19%+54.6KAug 13, 2026
UBS Group AG116.0K0.33%+114.4KAug 13, 2026
Geode Capital Management, LLC109.3K0.31%−20.4KAug 12, 2026
PNC Financial Services Group, Inc.75.0K0.21%0Aug 7, 2026
Groupe la Francaise43.8K0.12%0Aug 25, 2026
State Street Corp38.9K0.11%0Aug 7, 2026
XTX Topco Ltd38.9K0.11%−6.9KAug 14, 2026

Beneficial owners13D/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

InsidersForm 4

InsiderRoleShares% outstandingFiled
LHX Intermediate, LLC10 percent owner9.93M28.06%Nov 20, 2025
Brandon Bridgewaterofficer: CSO2.83M8.00%Dec 23, 2025
Kalen Larsenofficer: COO2.41M6.81%Sep 5, 2025

3 ten-percent owners hold 23.13M shares by Form 4 — the 13D/G table above shows those stakes, the figure above counts officers and directors only · 6 people have not refiled in the last 18 months (27.49M shares), so they are not in the figure above

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
Sep 3, 2025
Brandon Bridgewaterofficer: CSO
Sale26,636$1.612,956,637
Sep 3, 2025
Kalen Larsenofficer: COO
Sale26,636$1.612,411,637
Aug 29, 2025
Brandon Bridgewaterofficer: CSO
Sale440$1.602,983,273
Aug 29, 2025
Kalen Larsenofficer: COO
Sale440$1.602,438,273
Aug 28, 2025
Kalen Larsenofficer: COO
Sale28,875$1.622,438,713
Aug 27, 2025
Kalen Larsenofficer: COO
Sale32,412$1.752,467,588

CongressHouse and Senate disclosures

Not reported.