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5%+ stakes · Schedule 13D and 13G

Zeo Energy Corp.: 5%+ holders

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MentionFox check on Zeo Energy Corp.: only 2 sources on file so far (checked 6 November 2026). Run a full check before you rely on it. mentionfox.com/c/stakes/zeo-energy

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Who has reported owning 5% or more of Zeo Energy Corp., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, one holder's latest Schedule 13D or 13G filing report owning 5% or more of Zeo Energy Corp. The largest reported stake is LHX Intermediate, LLC's, at 30%. 2 filings are on record since August 12, 2025 (Schedule 13D/A, November 20, 2025).

Adage Capital Management, L.P. also filed stake reports on 136 other companies ↓

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At 5% or more1
Filings2
Latest filing2025-11-20

Zeo Energy Corp. has 2 Schedule 13D or 13G filings on record since 2025-08-12. 1 holder's latest filing reports 5% or more of class a common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
LHX Intermediate, LLC30%9,931,851SCHEDULE 13D/A, 2025-11-202025-10-30
Adage Capital Management, L.P.3.22%760,000SCHEDULE 13G/A, 2025-08-122025-06-30

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More on Zeo Energy Corp. and the records around it.

Zeo Energy Corp. elsewhere on the record

Companies that share a holder

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What the Full Report on Zeo Energy Corp. covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    2 cited sources found

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
LHX Intermediate, LLC09,931,85109,931,851SCHEDULE 13D/A, 2025-11-20
White Oak Global Advisors LLC09,931,85109,931,851SCHEDULE 13D/A, 2025-11-20
Adage Capital Management, L.P.0760,0000760,000SCHEDULE 13G/A, 2025-08-12
Robert Atchinson0760,0000760,000SCHEDULE 13G/A, 2025-08-12
Phillip Gross0760,0000760,000SCHEDULE 13G/A, 2025-08-12

The latest filing identifies Zeo Energy Corp. by CUSIP 98944F109 and gives its principal executive office as 7625 Little Rd, Suite 200A, New Port Richey, FL 34654 (SCHEDULE 13D/A, 2025-11-20).

Source of funds (Item 3)

On October 30, 2025 (the "Event Date"), the Issuer issued 1,851,851 shares of Class A Common Stock to LHX upon the conversion of Promissory Note totaling $2.5 million (the "Promissory Note Conversion").LHX Intermediate, LLC, SCHEDULE 13D/A, 2025-11-20

Purpose of Transaction (Item 4)

LHX Intermediate, LLC

The securities issued to the Reporting Persons as a result of the Promissory Note Conversion set forth in this Schedule 13D is for investment purposes only.Item 4 of the SCHEDULE 13D/A filed 2025-11-20

Timeline

FiledHolderPercentFiling
2025-08-12Adage Capital Management, L.P.3.22%SCHEDULE 13G/A
2025-11-20LHX Intermediate, LLC30%SCHEDULE 13D/A

Questions about who owns Zeo Energy Corp.

Who owns Zeo Energy Corp.?

On this page, one holder's latest ownership filing reports 5% or more of Zeo Energy Corp.: LHX Intermediate, LLC (30%, Schedule 13D/A, filed 2025-11-20).

When did LHX Intermediate, LLC buy into Zeo Energy Corp.?

The filings give report dates, not purchase dates. The earliest filing from LHX Intermediate, LLC on this page is the Schedule 13D/A, filed 2025-11-20, reporting 30%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 2 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/zeo-energy
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2
Who owns 5% or more of Zeo Energy Corp.? 1 holder at 5% or more, largest LHX Intermediate, LLC 30%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/zeo-energy