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ZEO · Zeo Energy Corp.
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ZEO Zeo Energy (ZEO) Insider Trading, Ownership & Congress Trades

Construction · Construction - special trade contractors · CIK 0001865506
Quote by TradingView
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
9
13F, latest reported quarter

Zeo Energy insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

No insider purchases or sales are on record for Zeo Energy Corp. in the period covered. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
Bridgewater Brandon
CSO
SELL
2025-12-23 SECtraded 2025-12-11
32,669
$37.9K
-73.1%
Context
  • 7 earlier Form 4 trades (code P or S) here by this insider (7 sales), the last on Dec 10, 2025.
  • The trade is 1.2% of the 2,831,747 shares held after it.
  • No other insider sold within 30 days.
  • 9 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CSO Bridgewater Brandon sold about $37.9K of ZEO on Dec 11, 2025; 9 funds added in the latest 13F quarter.
Bridgewater Brandon
CSO
SELL
2025-12-23 SECtraded 2025-12-10
4,540
$5.2K
-73.1%
Context
  • 6 earlier Form 4 trades (code P or S) here by this insider (6 sales), the last on Dec 9, 2025.
  • The trade is 0.2% of the 2,864,416 shares held after it.
  • No other insider sold within 30 days.
  • 9 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CSO Bridgewater Brandon sold about $5.2K of ZEO on Dec 10, 2025; 9 funds added in the latest 13F quarter.
Bridgewater Brandon
CSO
SELL
2025-12-10 SECtraded 2025-12-09
18,191
$21.1K
-76.3%
Context
  • 5 earlier Form 4 trades (code P or S) here by this insider (5 sales), the last on Dec 8, 2025.
  • The trade is 0.6% of the 2,913,956 shares held after it.
  • No other insider sold within 30 days.
  • 9 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CSO Bridgewater Brandon sold about $21.1K of ZEO on Dec 9, 2025; 9 funds added in the latest 13F quarter.
Bridgewater Brandon
CSO
SELL
2025-12-10 SECtraded 2025-12-08
24,490
$29.4K
-76.3%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Sep 3, 2025.
  • The trade is 0.8% of the 2,932,147 shares held after it.
  • No other insider sold within 30 days.
  • 9 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CSO Bridgewater Brandon sold about $29.4K of ZEO on Dec 8, 2025; 9 funds added in the latest 13F quarter.
Larsen Kalen
COO
SELL
2025-09-05 SECtraded 2025-09-03
26,636
$42.9K
-80.4%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (3 sales), the last on Aug 29, 2025.
  • The trade is 1.1% of the 2,411,637 shares held after it.
  • 1 other insider sold within 30 days.
  • 9 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: COO Larsen Kalen sold about $42.9K of ZEO on Sep 3, 2025; 1 other insider sold within 30 days and 9 funds added in the latest 13F quarter.
12 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
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Seven facts, ranked against the sector · Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
9 funds bought in last quarter
below 89% of Construction
Revenue
-5.3% year over year
below 77% of Construction
Margin
-20.2% net margin
below 84% of Construction
Buybacks
no share repurchases reported
Short interest
10.9% of the float short (float per yahoo 2026-10-26) · 1.0 days to cover · settled 2026-09-30
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch ZEO

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-85.4%12M
-88%-55%-22%+11%2025-102025-122026-022026-042026-062026-082026-10 2025-12-11 · Bridgewater Brandon sold $37.9K2025-12-08 · Bridgewater Brandon sold $29.4K2025-12-09 · Bridgewater Brandon sold $21.1K2025-12-10 · Bridgewater Brandon sold $5.2K
Insider sell
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns ZEO: institutional holders (13F)

13F holdings, latest reported quarter
CITIZENS FINANCIAL GROUP INC/RI
541,175 sh
$357.4K
VANGUARD CAPITAL MANAGEMENT LLC
421,569 sh
$278.2K
UBS Group AG
115,994 sh
$76.6K
GEODE CAPITAL MANAGEMENT, LLC
109,279 sh
$72.2K
K2 PRINCIPAL FUND, L.P.
1,277,536 sh
$51.1K

Congress trades in ZEO

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

ZEO planned insider sales (Form 144)

No planned-sale notices
No insider has filed to sell. Watch this after a run-up.

ZEO mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Fidelity Extended Market Index Fund
$45.0K position · as of 2026-05-31
0.0%
Fidelity Nasdaq Composite Index Fund
$15.5K position · as of 2026-05-31
0.0%
VANGUARD EXTENDED MARKET INDEX FUND
$53.7K position · as of 2026-06-30
0.0%
Fidelity Total Market Index Fund
$21.8K position · as of 2026-05-31
0.0%
Calamos Market Neutral Income Fund
$2.4K position · as of 2026-07-31
0.0%
VANGUARD TOTAL STOCK MARKET INDEX FUND
$224.7K position · as of 2026-06-30
0.0%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 9 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
MHOIESCDFHAMRCTMHCIBPMTHNVRSLNDAGXSHIMESOA

ZEO financials

Revenue growth
-5.3%
XBRL, annual
Net margin
-20.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$71.8M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
-15.4%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
-$6.3M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
1.08x
long-term 2026-06-30 plus current 2025-12-31 (6 months older than the period end); equity 2026-06-30
Cash flow to debt
-0.54x
TTM operating cash flow over long-term 2026-06-30 plus current 2025-12-31 (6 months older than the period end)
Return on equity
n/a
average equity is zero or negative
Return on assets
-21.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
-31.6%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
n/a
no share count filed
FCF yield
n/a
no share count filed
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122024-092023-12
Revenue$69.3M$73.2Mn/a$109.7M
Operating income-$20.5M-$10.8Mn/a$5.1M
Net income-$14.0M-$2.7M-$1.8M-$3.0M
EPS (diluted)n/a-0.48n/a4.85
Operating cash flow-$8.7M-$8.7Mn/a$12.0M
Cash$6.1M$5.6Mn/a$8.0M
Long-term debt$55.6K$496.6Kn/an/a
Buybacksn/an/an/a$272.6M
Dividends paid$621.1K$139.1Kn/an/a
SEC XBRL, fiscal years, as known on 2026-10-27

ZEO Stock Sonar score 5/7 axes

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ZEO ranks highest on risk and compliance (27th percentile) and financial health (21st), and lowest on profitability (10th), among Construction peers.

ProfitHealthGrowthInstitutionsRisk
Profitability
10
Inputs
  • Return on equityaverage equity is zero or negative
  • Return on assets-21.7% · 9 pct, sector of 56
  • Return on invested capitalpre-tax loss, no effective tax rate to apply
  • Return on capital employed-31.6% · 11 pct, sector of 36
Financial health
21
Inputs
  • Debt to equity1.08x · 31 pct, sector of 49
  • Cash flow to debt-0.54x · 10 pct, sector of 42
Growth
16
Inputs
  • Revenue growth, YoY-5.3% · 23 pct, sector of 71
  • Backlog growth, YoY-41.7% · 10 pct, universe of 854
Institutional and government
11
Inputs
  • Funds adding, latest quarter9 · 11 pct, sector of 54
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
27
Inputs
  • Short interest, % of float+10.9% · 17 pct, sector of 76
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+10.8% · 36 pct, sector of 51
2 not measured: Insider conviction, US patents
  • Insider conviction needs 1 of 2 inputs, 0 present: no Form 4 purchase or sale (code P or S) in 180 days; no insider trades in 180 days
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

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