Zeo Energy Corp. (Nasdaq: ZEO) files a range of reports and registration statements with the U.S. Securities and Exchange Commission that provide detailed information on its clean energy business, capital structure, and governance. As a Delaware corporation and an emerging growth company, Zeo uses SEC filings to describe its activities as a Florida-based provider of residential solar, distributed energy, energy efficiency solutions, and long-duration energy generation and storage.
On this page, investors can review Zeo’s current and historical SEC filings, including annual and quarterly reports, current reports on Form 8-K, proxy statements, and registration statements such as its Form S-1 and Form S-4. These documents discuss topics such as the company’s listing of Class A common stock and warrants on The Nasdaq Stock Market LLC, its status as a smaller reporting company, and the structure of its Class A and Class V common stock.
Filings also provide insight into significant corporate events. For example, Zeo’s Forms 8-K and related amendments describe the agreement and completion of the acquisition of Heliogen, Inc., which created a wholly owned subsidiary focused on long-duration energy generation and storage for commercial and industrial-scale facilities. Other current reports address matters such as changes in the independent registered public accounting firm, annual meeting voting results, and material definitive agreements with financial advisors.
Registration statements, including the company’s Form S-1 filed in October 2025, outline the resale of shares of Class A common stock by selling securityholders, summarize the company’s capital structure, and identify Zeo as an emerging growth company and smaller reporting company. The company’s definitive proxy statement on Schedule 14A provides additional detail on board composition, proposals presented to stockholders, and auditor ratification.
Stock Titan’s SEC filings page presents these documents with AI-powered summaries that highlight key elements such as business descriptions, transaction terms, internal control disclosures, and non-GAAP financial measure definitions. Users can quickly see how Zeo reports Adjusted EBITDA and Adjusted EBITDA margin, how it describes material weaknesses in internal control over financial reporting, and how major transactions like the Heliogen merger are structured, while retaining access to the full text of each filing for deeper review.
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.
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.
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.
ZEO reported proposed and recent sales of Class A shares under a Form 144 notice, with multiple dispositions by LAMADD LLC across late 2025 and early 2026. The filing lists individual sales such as 50,000 shares on 01/02/2026 and 50,000 shares on 01/05/2026.
Zeo Energy Corp. has filed a resale prospectus covering up to 50,214,821 shares of Class A Common Stock for sale by existing selling securityholders. These shares represent more than 87% of its potential outstanding common stock, based on 57,560,843 shares of Class A Common Stock assuming conversion of all Class V shares as of January 26, 2026.
Zeo is not selling any shares in this offering and will receive no proceeds from these resales, though it will pay the registration costs while selling holders pay any selling commissions. The company highlights that substantial sales under this prospectus could significantly pressure its share price. Its Class A Common Stock and warrants trade on Nasdaq under “ZEO” and “ZEOWW,” with recent closing prices of $1.0346 per share and $0.0416 per warrant.
The prospectus also describes Zeo’s vertically integrated residential solar business, its 2024 Lumio asset acquisition, the 2025 all‑stock merger with Heliogen, and a $30 million common stock purchase agreement with White Lion that gives Zeo the right to sell newly issued shares over time.
Zeo Energy Corp. is registering up to 11,454,607 shares of Class A common stock, including $100,000 of commitment shares, for potential resale by White Lion Capital under an equity line of credit arrangement.
Zeo is not selling shares in this resale but may raise up to $11,683,699.14 by selling Offered Securities to White Lion at prices tied to market trading. As of January 26, 2026, 33,149,931 Class A shares were outstanding. If all 11,454,607 resale shares were issued, they would equal about 25.7% of outstanding Class A stock and 33.8% of non‑affiliate Class A shares as of mid‑January 2026.
Zeo Energy Corp. registers up to 50,214,821 shares of Class A Common Stock for resale by existing securityholders. These shares represent more than 87% of its outstanding common stock as of January 26, 2026, assuming conversion of all 24,380,000 Class V shares.
The company is not selling any shares in this resale and will receive no proceeds from selling securityholders, though it will cover registration costs. Separately, Zeo establishes a $30.0 million equity line with White Lion, and this S-1 also registers 22,064,169 shares tied to that arrangement.
Zeo operates a vertically integrated residential solar business, has expanded across multiple U.S. states, completed a SPAC business combination with Sunergy and a merger with Heliogen, and warns that large potential resales could pressure its share price and volatility.
Zeo Energy Corp. entered into a Common Stock Purchase Agreement with White Lion Capital, LLC, giving it the right to sell up to $30.0 million of newly issued Class A Common Stock through January 27, 2029, subject to conditions including an effective resale registration statement.
The company may direct White Lion to buy shares in amounts up to 20% of average daily trading volume under Rapid or Accelerated Purchase Notices, with purchase prices tied to recent low trading prices. White Lion cannot exceed 4.99% beneficial ownership from any notice. A related Registration Rights Agreement provides for SEC registration of up to 11,454,607 shares that may be resold by White Lion. Zeo Energy will also issue Commitment Shares valued at $100,000 to White Lion for entering into the facility.
Zeo Energy Corp. reported insider stock sales by its chief strategy officer, Brandon Clarke Bridgewater. On December 10, 2025, an entity he manages sold 4,540 shares of Class A common stock at a weighted average price of $1.1500, and on December 11, 2025 it sold 32,669 shares at a weighted average price of $1.1574, both coded as sales.
After these transactions, the filing shows 2,876,747 shares of Class A common stock beneficially owned indirectly through Clarke Capital, LLC, which holds the shares of record. Bridgewater serves as manager of this entity and may be deemed a beneficial owner, but he disclaims beneficial ownership of shares held by it.