Zeo Energy CORP

Market Movers (8-K)

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NASDAQ
Zeo Energy Corp. announced the results of its 2026 annual meeting of stockholders, confirming the election of directors and approval of stock issuance and auditor ratification.
Capital raise
NASDAQ
Zeo Energy Corp. has entered into a Note Purchase Agreement with White Lion Capital, LLC, for up to $7.5 million in unsecured convertible notes, with an initial closing of $1.67 million.
Capital raise
NASDAQ
ZEO Energy Corp. received a notice from Nasdaq regarding non-compliance with the minimum $1 bid price requirement, initiating a 180-day compliance period.
Worse than expected
NASDAQ
Zeo Energy Corp. released an investor presentation detailing its residential solar growth strategy and expansion into commercial long-duration energy storage.
Capital raise
NASDAQ
Zeo Energy Corp. has entered into a Common Stock Purchase Agreement with White Lion Capital, LLC, providing access to up to $30.0 million in equity financing over three years.
Capital raise
NASDAQ
Zeo Energy Corp. has dismissed Grant Thornton LLP and appointed Tanner LLC as its new independent registered public accounting firm, effective October 31, 2025, following disclosures of material weaknesses in internal financial controls.
Worse than expected

Quarterly Earnings (10-Q)

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NASDAQ
Zeo Energy Corp. reported a 21.6% increase in Q3 net revenues and a narrower net loss, driven by increased installations and new pricing agreements, despite a year-to-date revenue decline and persistent internal control weaknesses.
Capital raise
Worse than expected
NASDAQ
Zeo Energy Corp. reported a significant increase in net loss for the first six months of 2025, despite a Q2 revenue increase, while completing its merger with Heliogen Inc.
Worse than expected
Delay expected
Capital raise
NASDAQ
ZEO Energy Corp. filed an amendment to its Quarterly Report on Form 10-Q for the period ended March 31, 2025, solely to correct the identification and filing status of certain Sarbanes-Oxley certifications.
NASDAQ
ZEO Energy Corp. filed an amendment to its Quarterly Report on Form 10-Q for the period ended September 30, 2024, solely to correct the identification and titling of Sarbanes-Oxley Act certifications.
NASDAQ
Zeo Energy Corp. announced a substantial decrease in total revenue and a widened net loss for the first quarter ended March 31, 2025, primarily attributed to higher interest rates impacting consumer financing for solar installations, alongside a pending merger with Heliogen and ongoing Nasdaq listing compliance issues.
Delay expected
Worse than expected
Capital raise
NASDAQ
Zeo Energy Corp. reported a significant revenue decline in Q3 2024, primarily attributed to the impact of rising interest rates on consumer financing for solar power systems.
Capital raise
Worse than expected

Annual Reports (10-K)

NASDAQ
Zeo Energy Corp. experienced a substantial 33.2% drop in revenue and swung to a net loss of $9.87 million in 2024, primarily due to the adverse impact of higher interest rates on consumer financing for solar systems, while also disclosing material weaknesses in internal financial controls and Nasdaq listing non-compliance.
Worse than expected
Delay expected
Capital raise
NASDAQ
Zeo Energy Corp. has filed an amendment to its annual report to correct a minor error in the auditor's report, with no other changes to the original filing.
Worse than expected
Capital raise
NASDAQ
Zeo Energy Corp. has filed its annual report on Form 10-K, detailing its business and financial performance following its recent merger with Sunergy Renewables.
Worse than expected
Capital raise

Insider Trading (Form 4)

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NASDAQ
Zeo Energy Corp.'s CSO, Brandon Bridgewater, filed an amended Form 4 to correct previously misstated beneficial ownership figures following stock sales.
NASDAQ
Zeo Energy Corp.'s Chief Strategy Officer, Brandon Bridgewater, reported the sale of 37,209 shares of Class A Common Stock over two days in December 2025.
Worse than expected
NASDAQ
Zeo Energy Corp.'s Chief Strategy Officer, Brandon Bridgewater, sold a total of 42,681 shares of Class A Common Stock over two days in December 2025.
Worse than expected
NASDAQ
LHX Intermediate, LLC converted a $2.5 million promissory note from Zeo Energy Corp. into 1,851,851 shares of Class A Common Stock at $1.35 per share.
Capital raise
NASDAQ
Zeo Energy Corp. has secured a $2.5 million promissory note from 10% owner LHX Intermediate, LLC, convertible into Class A Common Stock at $1.35 per share, pending stockholder approval.
Capital raise
NASDAQ
Zeo Energy's Chief Operating Officer, Kalen Larsen, sold 26,636 shares of Class A Common Stock for $1.6111 per share on September 3, 2025, as part of a pre-arranged trading plan.

Proxy Statements (Def-14A)

NASDAQ
Zeo Energy Corp. is seeking shareholder approval for director elections, a significant stock issuance tied to recent acquisitions and a loan, and auditor ratification, while navigating a 'going concern' warning and identified material weaknesses in internal controls.
Capital raise
Worse than expected

New Public Companies (S-1)

NASDAQ
Zeo Energy Corp. reports significant financial deterioration with declining revenues and increased net losses, despite recent acquisitions and a focus on renewable energy expansion.
Delay expected
Worse than expected
Capital raise
NASDAQ
Zeo Energy Corp. amends its registration statement to cover the issuance of shares underlying warrants and the resale of a substantial number of Class A Common Stock by selling securityholders.
Capital raise
NASDAQ
Zeo Energy Corp. is registering for the resale of shares and warrants following its recent business combination, potentially impacting the stock's market price.
Worse than expected
Capital raise

Schedule 13D - Activist Investments

NASDAQ
LHX Intermediate, LLC and White Oak Global Advisors, LLC have increased their beneficial ownership in Zeo Energy Corp. to 30.0% through a promissory note conversion.
Capital raise

Schedule 13G - Passive Investments

NASDAQ
Adage Capital Management, L.P. and its principals have reported a 3.22% beneficial ownership stake in Zeo Energy Corp.'s Class A Common Stock, primarily through warrants.
NASDAQ
Taconic Capital Advisors and its affiliates have disclosed a passive beneficial ownership of 1.5% of ZEO Energy Corp.'s redeemable warrants, representing 350,000 shares, as of March 31, 2025.
NASDAQ
Cowen and Company, LLC, now succeeded by TD Securities (USA) LLC, has reported a 2.0% beneficial ownership stake in ZEO Energy Corp. through the holding of 280,000 exercisable warrants.
NASDAQ
The Goldman Sachs Group, Inc. and its subsidiary Goldman Sachs & Co. LLC have filed an amendment to disclose a passive beneficial ownership of 3.3% in ZEO Energy Corp.'s Class A Common Stock as of December 31, 2024.