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Zeo Energy Ownership 2024 | Who Owns Zeo Energy Now?

OverviewFinancialsChart

Institutional Ownership

13.13%

Insider Ownership

14.00%

Retail Ownership

72.87%

Institutional Holders

16.00

Zeo Energy Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BERKLEY W R CORP----100,591-100.00%-Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC----18,269-100.00%-Mar 31, 2024
RADCLIFFE CAPITAL MANAGEMENT, L.P.----50,928-100.00%-Mar 31, 2024
WOLVERINE ASSET MANAGEMENT LLC----84,210-100.00%-Mar 31, 2024
WALLEYE TRADING LLC----18,000-100.00%-Mar 31, 2024
MOORE CAPITAL MANAGEMENT, LP----25,000-100.00%-Mar 31, 2024
MIZUHO SECURITIES USA LLC----250,370-100.00%-Mar 31, 2024
YAKIRA CAPITAL MANAGEMENT, INC.----75,000-100.00%-Mar 31, 2024
UBS GROUP AG----93-100.00%-Mar 31, 2024
PERISCOPE CAPITAL INC.----150,000-100.00%-Mar 31, 2024
CLEAR STREET LLC----61,203-100.00%-Mar 31, 2024
WALLEYE CAPITAL LLC----32,000-100.00%-Mar 31, 2024
SHAOLIN CAPITAL MANAGEMENT LLC----115,000-100.00%-Mar 31, 2024
KIM, LLC----150,000-100.00%-Mar 31, 2024
METEORA CAPITAL, LLC----129,974-100.00%-Mar 31, 2024
QUARRY LP----25,851-100.00%-Mar 31, 2024

Zeo Energy's largest institutional shareholder is BERKLEY W R CORP, holding 0.00% of the company's total share outstanding, currently valued at -. The top 10 institutional shareholders own together 0.00% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BERKLEY W R CORP----100,591-100.00%-Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC----18,269-100.00%-Mar 31, 2024
RADCLIFFE CAPITAL MANAGEMENT, L.P.----50,928-100.00%-Mar 31, 2024
WOLVERINE ASSET MANAGEMENT LLC----84,210-100.00%-Mar 31, 2024
WALLEYE TRADING LLC----18,000-100.00%-Mar 31, 2024
MOORE CAPITAL MANAGEMENT, LP----25,000-100.00%-Mar 31, 2024
MIZUHO SECURITIES USA LLC----250,370-100.00%-Mar 31, 2024
YAKIRA CAPITAL MANAGEMENT, INC.----75,000-100.00%-Mar 31, 2024
UBS GROUP AG----93-100.00%-Mar 31, 2024
PERISCOPE CAPITAL INC.----150,000-100.00%-Mar 31, 2024
CLEAR STREET LLC----61,203-100.00%-Mar 31, 2024
WALLEYE CAPITAL LLC----32,000-100.00%-Mar 31, 2024
SHAOLIN CAPITAL MANAGEMENT LLC----115,000-100.00%-Mar 31, 2024
KIM, LLC----150,000-100.00%-Mar 31, 2024
METEORA CAPITAL, LLC----129,974-100.00%-Mar 31, 2024
QUARRY LP----25,851-100.00%-Mar 31, 2024

The largest Zeo Energy shareholder by % of total assets is BERKLEY W R CORP. The company owns 0.00 shares of Zeo Energy (ESAC), representing 0.00% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
UBS GROUP AG----93-100.00%-Mar 31, 2024
WALLEYE TRADING LLC----18,000-100.00%-Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC----18,269-100.00%-Mar 31, 2024
MOORE CAPITAL MANAGEMENT, LP----25,000-100.00%-Mar 31, 2024
QUARRY LP----25,851-100.00%-Mar 31, 2024
WALLEYE CAPITAL LLC----32,000-100.00%-Mar 31, 2024
RADCLIFFE CAPITAL MANAGEMENT, L.P.----50,928-100.00%-Mar 31, 2024
CLEAR STREET LLC----61,203-100.00%-Mar 31, 2024
YAKIRA CAPITAL MANAGEMENT, INC.----75,000-100.00%-Mar 31, 2024
WOLVERINE ASSET MANAGEMENT LLC----84,210-100.00%-Mar 31, 2024
BERKLEY W R CORP----100,591-100.00%-Mar 31, 2024
SHAOLIN CAPITAL MANAGEMENT LLC----115,000-100.00%-Mar 31, 2024
METEORA CAPITAL, LLC----129,974-100.00%-Mar 31, 2024
KIM, LLC----150,000-100.00%-Mar 31, 2024
PERISCOPE CAPITAL INC.----150,000-100.00%-Mar 31, 2024
MIZUHO SECURITIES USA LLC----250,370-100.00%-Mar 31, 2024

As of Mar 31 2024, Zeo Energy's largest institutional buyer is UBS GROUP AG. The company purchased -93.00 stocks of ESAC, valued at -.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MIZUHO SECURITIES USA LLC----250,370-100.00%-Mar 31, 2024
PERISCOPE CAPITAL INC.----150,000-100.00%-Mar 31, 2024
KIM, LLC----150,000-100.00%-Mar 31, 2024
METEORA CAPITAL, LLC----129,974-100.00%-Mar 31, 2024
SHAOLIN CAPITAL MANAGEMENT LLC----115,000-100.00%-Mar 31, 2024
BERKLEY W R CORP----100,591-100.00%-Mar 31, 2024
WOLVERINE ASSET MANAGEMENT LLC----84,210-100.00%-Mar 31, 2024
YAKIRA CAPITAL MANAGEMENT, INC.----75,000-100.00%-Mar 31, 2024
CLEAR STREET LLC----61,203-100.00%-Mar 31, 2024
RADCLIFFE CAPITAL MANAGEMENT, L.P.----50,928-100.00%-Mar 31, 2024
WALLEYE CAPITAL LLC----32,000-100.00%-Mar 31, 2024
QUARRY LP----25,851-100.00%-Mar 31, 2024
MOORE CAPITAL MANAGEMENT, LP----25,000-100.00%-Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC----18,269-100.00%-Mar 31, 2024
WALLEYE TRADING LLC----18,000-100.00%-Mar 31, 2024
UBS GROUP AG----93-100.00%-Mar 31, 2024

As of Mar 31 2024, Zeo Energy's biggest institutional seller is MIZUHO SECURITIES USA LLC. The company sold -0.25M shares of ESAC, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MIZUHO SECURITIES USA LLC----250,370-100.00%-Mar 31, 2024
PERISCOPE CAPITAL INC.----150,000-100.00%-Mar 31, 2024
KIM, LLC----150,000-100.00%-Mar 31, 2024
METEORA CAPITAL, LLC----129,974-100.00%-Mar 31, 2024
SHAOLIN CAPITAL MANAGEMENT LLC----115,000-100.00%-Mar 31, 2024
BERKLEY W R CORP----100,591-100.00%-Mar 31, 2024
WOLVERINE ASSET MANAGEMENT LLC----84,210-100.00%-Mar 31, 2024
YAKIRA CAPITAL MANAGEMENT, INC.----75,000-100.00%-Mar 31, 2024
CLEAR STREET LLC----61,203-100.00%-Mar 31, 2024
RADCLIFFE CAPITAL MANAGEMENT, L.P.----50,928-100.00%-Mar 31, 2024
WALLEYE CAPITAL LLC----32,000-100.00%-Mar 31, 2024
QUARRY LP----25,851-100.00%-Mar 31, 2024
MOORE CAPITAL MANAGEMENT, LP----25,000-100.00%-Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC----18,269-100.00%-Mar 31, 2024
WALLEYE TRADING LLC----18,000-100.00%-Mar 31, 2024
UBS GROUP AG----93-100.00%-Mar 31, 2024

Zeo Energy's largest sold out institutional shareholder by shares sold is MIZUHO SECURITIES USA LLC, sold -0.25M shares, valued at -, as of undefined.

Zeo Energy Mutual Fund Holders

Name% Total AssetsTotal SharesChange AmountChange %Date
Investment Managers Series Trust II0.13%1,650,506--Jan 31, 2024
Saba Capital Income & Opportunities Fund0.06%158,733--Jan 31, 2024
CALAMOS INVESTMENT TRUST/IL0.00%175,000--Jan 31, 2024
TRUST FOR PROFESSIONAL MANAGERS0.00%3,003--Feb 29, 2024

Zeo Energy's largest mutual fund holder by % of total assets is "Investment Managers Series Trust II", owning 1.65M shares, compromising 0.13% of its total assets.

Zeo Energy Institutional Ownership Trends

Institutional Holdings Trend

DateHoldingsChange %
31 Dec, 2316-42.86%
30 Sep, 232827.27%
30 Jun, 2322-
31 Mar, 2322-62.07%
31 Dec, 2258-4.92%
30 Sep, 226110.91%
30 Jun, 22557.84%
31 Mar, 225154.55%
31 Dec, 2133-

As of 31 Dec 23, 16 institutions are holding Zeo Energy's shares, representing a decrease of -42.86% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Dec, 231,286,489-52.95%
30 Sep, 232,734,5896.48%
30 Jun, 232,568,280-9.14%
31 Mar, 232,826,749-89.02%
31 Dec, 2225,750,9132.03%
30 Sep, 2225,237,6497.25%
30 Jun, 2223,532,0092.34%
31 Mar, 2222,993,03854.37%
31 Dec, 2114,895,065-

Zeo Energy (ESAC) has 1.29M shares outstanding as of 31 Dec 23, down -52.95% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Dec, 2313.13%1.69%
30 Sep, 2327.91%4.06%
30 Jun, 2326.22%3.15%
31 Mar, 2328.85%0.04%
31 Dec, 22262.86%0.40%
30 Sep, 22257.62%0.45%
30 Jun, 22240.21%0.44%
31 Mar, 22234.71%1.02%
31 Dec, 21152.04%-

As of 31 Dec 23, Zeo Energy is held by 13.13% institutional shareholders, representing a 1.69% growth compared to 30 Sep 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Dec, 235-44.44%
30 Sep, 23912.50%
30 Jun, 238-
31 Mar, 238-52.94%
31 Dec, 2217-10.53%
30 Sep, 2219-9.52%
30 Jun, 2221-32.26%
31 Mar, 2231-3.13%
31 Dec, 2132-

5 institutional shareholders have increased their position in ESAC stock as of 31 Dec 23 compared to 9 in the previous quarter (a -44.44% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Dec, 23525.00%
30 Sep, 234-
30 Jun, 23--100.00%
31 Mar, 231122.22%
31 Dec, 22928.57%
30 Sep, 227-36.36%
30 Jun, 2211266.67%
31 Mar, 223-
31 Dec, 21--

5 institutional shareholders have reduced their position in ESAC stock as of 31 Dec 23 compared to 4 in the previous quarter (a 25.00% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Dec, 2316-42.86%1,286,489-52.95%13.13%1.69%5-44.44%525.00%
30 Sep, 232827.27%2,734,5896.48%27.91%4.06%912.50%4-
30 Jun, 2322-2,568,280-9.14%26.22%3.15%8---100.00%
31 Mar, 2322-62.07%2,826,749-89.02%28.85%0.04%8-52.94%1122.22%
31 Dec, 2258-4.92%25,750,9132.03%262.86%0.40%17-10.53%928.57%
30 Sep, 226110.91%25,237,6497.25%257.62%0.45%19-9.52%7-36.36%
30 Jun, 22557.84%23,532,0092.34%240.21%0.44%21-32.26%11266.67%
31 Mar, 225154.55%22,993,03854.37%234.71%1.02%31-3.13%3-
31 Dec, 2133-14,895,065-152.04%-32---

Zeo Energy Insider Shareholders Trades

Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 08, 2024ESGEN LLC10 percent owner-C-ConversionSell5,619,077---
Oct 19, 2021ESGEN LLC10 percent owner-Sell4,573,607---
Oct 19, 2021JACOBS MARK Mdirector-Sell115,000---
Oct 19, 2021HELM LARRY Ldirector-Sell115,000---
Oct 19, 2021Bishnoi Sanjaydirector-Sell115,000---

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 08, 2024ESGEN LLC10 percent owner-C-ConversionBuy5,619,077-$561.915,619,077
Feb 08, 2024ESGEN LLC10 percent owner-C-ConversionSell5,619,077---
Oct 22, 2021ESGEN LLC10 percent owner-J-OtherBuy1,045,470--5,619,077
Oct 22, 2021JACOBS MARK Mdirector-J-OtherBuy23,000--138,000
Oct 22, 2021HELM LARRY Ldirector-J-OtherBuy23,000--138,000
Oct 22, 2021Bishnoi Sanjaydirector-J-OtherBuy23,000--138,000
Oct 19, 2021ESGEN LLC10 percent owner-Sell4,573,607---
Oct 19, 2021Mayon Michael Cdirector Buy----
Oct 19, 2021JACOBS MARK Mdirector-Sell115,000---
Oct 19, 2021HELM LARRY Ldirector-Sell115,000---
Oct 19, 2021Daylami Naderofficer-Buy----
Oct 19, 2021Bishnoi Sanjaydirector-Sell115,000---
Oct 19, 2021BENSON JAMES P.director Buy----
Oct 19, 2021Bernatova Andreadirector, officer CEO and DirectorBuy----

The last insider sell of Zeo Energy's stock was made by ESGEN LLC on Feb 08 2024, selling 5,619,077 shares at - per share (valued at -).

Zeo Energy Insider Ownership Trends

All Insider Trades Trend

DateBuySellBuy/Sell Ratio

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio

Zeo Energy Peer Ownership

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ESAC Ownership FAQ

Zeo Energy is owned by institutional shareholders (13.13%), insiders (14.00%), and public (72.87%). The largest institutional shareholder of Zeo Energy is BERKLEY W R CORP (0% of total shares) and the top mutual fund owner is Investment Managers Series Trust II (0.13% of total shares).

Zeo Energy's major institutional shareholders are BERKLEY W R CORP, GEODE CAPITAL MANAGEMENT, LLC, RADCLIFFE CAPITAL MANAGEMENT, L.P., WOLVERINE ASSET MANAGEMENT LLC, and WALLEYE TRADING LLC. The top five shareholders own together 0% of the company's share outstanding.

As of Dec 2023, there are 16 institutional shareholders of Zeo Energy.

BERKLEY W R CORP owns 0 shares of Zeo Energy, representing 0% of the company's total shares outstanding, valued at $0 (as of Mar 2024).

As of Mar 2024, GEODE CAPITAL MANAGEMENT, LLC holds 0 shares of Zeo Energy (ESAC), compromising 0% of the company, valued at $0.

RADCLIFFE CAPITAL MANAGEMENT, L.P is the third largest holder of Zeo Energy. The company owns 0 of the company's shares outstanding (worth $0).