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Zeo Energy Corp. SEC Filings

ZEO NASDAQ

Welcome to our dedicated page for Zeo Energy SEC filings (Ticker: ZEO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Zeo Energy's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Zeo Energy's regulatory disclosures and financial reporting.

Rhea-AI Summary

Zeo Energy Corp. reported continued growth but remained unprofitable for the six months ended June 30, 2026. Total net revenues were $29.4 million, up from $26.9 million a year earlier, driven by solar system installations. Net loss narrowed to $7.4 million versus $16.0 million, and loss attributable to Class A common stockholders improved to $5.8 million from $8.8 million. Basic loss per share was $(0.17) compared with $(0.44).

Cash and cash equivalents declined to $2.5 million from $6.1 million, with $1.3 million used in operating activities and $3.6 million used in investing, including expansion of a $6.2 million related-party note receivable. Working capital was $7.1 million and stockholders’ equity was $9.3 million. Management outlines plans to increase sales capacity and efficiency and to access capital through a $30.0 million equity line with White Lion and a new $7.5 million convertible note program, of which $1.5 million has been funded, creating a $699,100 embedded derivative liability. Results are reported across Sunergy’s residential solar operations and the newer Heliogen segment, with Sunergy currently generating all revenues.

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Rhea-AI Summary

Zeo Energy Corp. held its 2026 annual meeting of stockholders on August 7, 2026. A quorum of 32,739,596 shares of common stock, representing approximately 56.2% of the 58,279,972 eligible voting shares as of June 30, 2026, was present in person or by proxy.

Stockholders elected five directors—Timothy Bridgewater, Dr. Abigail M. Allen, James P. Bensen, Neil Bush, and Mark M. Jacobs—with each receiving more votes “for” than “withheld.” Stockholders also approved additional proposals described in the company’s July 6, 2026 proxy statement, each receiving substantially more votes in favor than against.

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Rhea-AI Summary

Zeo Energy Corp. is holding a virtual annual meeting on August 7, 2026 to elect five incumbent directors, ratify its auditor, and approve key financing terms. Stockholders are asked to re-elect Timothy Bridgewater, Dr. Abigail M. Allen, James P. Benson, Neil Bush and Mark M. Jacobs to the board through the 2027 meeting.

The proxy also seeks approval under Nasdaq Listing Rule 5635(d) for potential future issuances of Class A common stock upon conversion of unsecured promissory notes issued to White Lion Capital LLC. The Note Purchase Agreement allows up to $7,500,000 in funded Convertible Notes, bearing 5% annual interest and convertible at a price tied to recent trading levels with a $0.50 floor, subject to ownership limits and a 19.99% Nasdaq conversion cap unless stockholders approve more.

Stockholders will vote on ratifying Tanner LLC as independent auditor for 2026 and on permitting adjournment of the meeting if additional proxies are needed. As of June 30, 2026, 35,399,972 Class A and 22,880,000 Class V shares were outstanding and entitled to vote, with one vote per share voting together as a single class.

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Rhea-AI Summary

Zeo Energy Corp. is soliciting proxies for its virtual Annual Meeting on to elect five directors and to seek stockholder approval under Nasdaq Listing Rule 5635(d) for potential future issuances of Class A Common Stock in connection with a Note Purchase Agreement with White Lion Capital LLC.

The proxy describes a Note Purchase Agreement dated under which Zeo issued a Convertible Note at the First Closing and may issue up to $7,500,000 in aggregate principal; the First Closing issued a Convertible Note with principal of $1,670,000 for gross proceeds of $1,500,000. The proposal would permit conversion of notes into Class A shares subject to a Conversion Cap of 19.99% and ownership limitations of 4.99% (or 9.99% at White Lion’s election).

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Rhea-AI Summary

Zeo Energy Corp. entered into a Note Purchase Agreement with White Lion Capital, under which White Lion may fund up to $7,500,000 in unsecured Convertible Notes. At the first closing, Zeo issued a Convertible Note with $1,670,000 principal for $1,500,000 in gross proceeds.

The notes mature in 24 months, bear 5% annual interest and are convertible into Class A Common Stock at a price based on recent trading prices, with a $0.50 per share floor price that can fall away under certain conditions. Conversions are also limited by Nasdaq’s 19.99% cap and a 4.99% or 9.99% beneficial ownership limit.

The company can prepay the notes with prior notice, while an event of default increases the outstanding principal by 20% and makes all amounts immediately due. Zeo also granted registration rights for the resale of conversion shares and agreed to certain most favored nation and financing restrictions in favor of White Lion.

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Rhea-AI Summary

Zeo Energy Corp. reported sharply higher activity but continued losses for the quarter ended March 31, 2026. Net revenues rose to $13.2 million from $8.8 million, driven by more residential solar installations, while cost of revenues grew to $7.6 million, modestly compressing gross margin.

Net loss narrowed to $4.7 million from $13.3 million, and Adjusted EBITDA improved to a loss of $2.9 million versus $5.5 million. Cash and cash equivalents fell to $1.7 million, with positive working capital of $7.9 million and stockholders’ equity of $13.7 million.

To support liquidity, Zeo is using a common stock purchase agreement with White Lion Capital allowing up to $30.0 million of Class A share sales, subject to a 4.99% ownership cap, and sold 241,000 shares for net proceeds of $13,455 in the quarter. The company also expanded a subordinated note receivable to White Horse Energy to $6.15 million. After quarter end, Zeo received a Nasdaq notice that its share price fell below the $1.00 minimum bid requirement, triggering a 180‑day compliance period.

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Rhea-AI Summary

Zeo Energy Corp. has received a notice from Nasdaq that its Class A common stock no longer meets the exchange’s minimum bid price requirement of $1 per share, after trading below that level for 30 consecutive business days.

The company has a 180‑day compliance period, until October 20, 2026, to regain compliance by maintaining a closing bid of at least $1 for 10 consecutive business days. If it still falls short but meets other Nasdaq Capital Market standards, it may qualify for an additional 180‑day period.

If compliance is not regained, Zeo Energy’s shares could be delisted from Nasdaq, although the company would have the right to appeal any delisting decision. The notice does not immediately affect the stock’s current Nasdaq listing, and the company plans to monitor its share price and consider available options.

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Rhea-AI Summary

Zeo Energy Corp. shared an investor presentation outlining its residential solar and commercial long duration energy storage strategy, along with recent financial performance. The company operates in key residential markets such as Ohio, Pennsylvania and Virginia, emphasizing a vertically integrated sales, installation and service platform.

Management highlights strong demand driven by rising electricity prices, U.S. solar penetration of about 8%, and tax credits lasting into 2027 and 2032. Zeo is targeting more than 20% year-over-year revenue growth in 2026 and high single-digit Adjusted EBITDA margins in its residential unit.

The presentation also details a commercial push following the Heliogen acquisition, including a memorandum of understanding with Creekstone Energy to develop approximately 280 megawatts of baseload generation and storage tied to a large data center project in Utah. For 2025, Zeo reports $69 million in revenue, a net loss of $19 million, positive Adjusted EBITDA and low leverage with $6.1 million of cash and about $79,000 of debt.

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Rhea-AI Summary

Zeo Energy Corp. describes its residential solar and energy-efficiency business and outlines new financing arrangements and risks in its annual report. The company sells, designs, installs and services home solar systems, mainly in Florida, Texas, Arkansas, Missouri, Ohio and Illinois, and is expanding into additional states.

In January 2026, Zeo entered a Common Stock Purchase Agreement with White Lion, giving it the right, but not the obligation, to sell up to $30.0 million of newly issued Class A Common Stock through January 27, 2029, plus $100,000 of commitment shares. A subordinated note receivable to White Horse Energy, LLC was also increased from $3.0 million to $6.15 million.

Leases through third-party owners have become the dominant customer option, accounting for about 74% of systems installed in 2025, while only about 8% of customers financed purchases with third‑party loans. The report also highlights prior and ongoing material weaknesses in internal control over financial reporting and multiple auditor changes.

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FAQ

How many Zeo Energy (ZEO) SEC filings are available on StockTitan?

StockTitan tracks 43 SEC filings for Zeo Energy (ZEO), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Zeo Energy (ZEO)?

The most recent SEC filing for Zeo Energy (ZEO) was filed on August 14, 2026.