Zeo Energy Corp. joins the Russell Microcap® Index, enhancing visibility and reflecting growth in residential solar solutions.
Quiver AI Summary
Zeo Energy Corp., a Florida-based provider of residential solar and energy efficiency solutions, announced its inclusion in the Russell Microcap® Index effective June 30, 2025, following the annual reconstitution of the Russell US Indexes. This membership, determined by market capitalization and style attributes, will last for one year and enhance the company's visibility within the investment community, according to CEO Tim Bridgewater. Zeo aims to leverage this recognition to attract more investors while building on its growth through acquisitions and operational improvements. The Russell indexes are widely used as benchmarks for trillions of dollars in assets by investment managers and institutions.
Potential Positives
- Zeo Energy Corp. has been included in the Russell Microcap® Index, which can enhance the company's visibility and credibility among investors.
- The inclusion is expected to increase exposure to a broader investment community, potentially attracting more institutional investment.
- Membership in the Russell Indexes provides Zeo with access to a wider pool of investment resources and platforms used by investment managers and institutional investors.
- This milestone reflects the company's growth and operational enhancements, signifying positive momentum in Zeo's development as a public company.
Potential Negatives
- Membership in the Russell Microcap® Index is based on market capitalization, which can imply that the company's stock is less mature and potentially less stable compared to larger competitors in the Russell indexes.
- The company highlighted ongoing operational improvements and acquisitions, which may signal that it is still in a growth phase and could face challenges in executing its strategies effectively.
- The press release includes a caution about forward-looking statements, indicating significant uncertainties and risks that could impact the company's future financial performance and objectives.
FAQ
What is the Russell Microcap® Index?
The Russell Microcap® Index is a market index that includes small-cap stocks in the U.S. based on market capitalization.
How did Zeo Energy get included in the Russell Microcap® Index?
Zeo Energy was included in the index based on market capitalization rankings during the annual Russell US Indexes reconstitution.
What does membership in the Russell Microcap® Index mean for Zeo Energy?
Membership can enhance Zeo Energy's visibility and exposure to the investment community, potentially bringing long-term value to shareholders.
Who manages the Russell indexes?
The Russell indexes are managed by FTSE Russell, a global provider of benchmarking and data solutions for investors.
What does Zeo Energy Corp. focus on?
Zeo Energy Corp. specializes in residential solar and energy efficiency solutions, targeting high-growth markets with limited competition.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$ZEO Hedge Fund Activity
We have seen 9 institutional investors add shares of $ZEO stock to their portfolio, and 7 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- K2 PRINCIPAL FUND, L.P. removed 115,580 shares (-100.0%) from their portfolio in Q4 2024, for an estimated $396,439
- VANGUARD GROUP INC added 88,953 shares (+141.2%) to their portfolio in Q1 2025, for an estimated $134,319
- TOWNSQUARE CAPITAL LLC removed 50,378 shares (-100.0%) from their portfolio in Q4 2024, for an estimated $172,796
- STATE STREET CORP added 24,000 shares (+inf%) to their portfolio in Q1 2025, for an estimated $36,240
- CITADEL ADVISORS LLC added 17,839 shares (+inf%) to their portfolio in Q1 2025, for an estimated $26,936
- VIRTU FINANCIAL LLC removed 13,208 shares (-100.0%) from their portfolio in Q4 2024, for an estimated $45,303
- XTX TOPCO LTD removed 12,126 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $18,310
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Full Release
NEW PORT RICHEY, Fla., June 30, 2025 (GLOBE NEWSWIRE) -- Zeo Energy Corp. (Nasdaq: ZEO) (“Zeo”, “Zeo Energy”, or the “Company”) , a leading Florida-based provider of residential solar and energy efficiency solutions, today announced that it has joined the Russell Microcap ® Index following the conclusion of the 2025 Russell US Indexes annual reconstitution, effective after the US market open on June 30.
The annual Russell US Indexes reconstitution captures the 4,000 largest US stocks as of Wednesday, April 30, ranking them by total market capitalization. Membership in the Russell Microcap ® Index, which remains in place for one year, means automatic inclusion in the appropriate growth and value style indexes. FTSE Russell determines membership for its Russell indexes primarily by objective, market-capitalization rankings, and style attributes.
“Zeo’s inclusion in the Russell Microcap ® Index marks an important milestone in our nascent journey as a public company,” said CEO Tim Bridgewater. “Over the past year, we’ve significantly enhanced our operational capabilities and continued to expand our scale through accretive acquisition. We expect our inclusion in this respected index to bring increased exposure to the broader investment community as we work to deliver long-term value to our shareholders.”
Russell indexes are widely used by investment managers and institutional investors for index funds and as benchmarks for active investment strategies. Russell’s US indexes serve as the benchmark for about $10.6 trillion in assets as of June 2024. Russell indexes are part of FTSE Russell, a leading global index provider.
For more information on the Russell Microcap ® Index and the Russell indexes reconstitution, go to the “Russell Reconstitution” section on the FTSE Russell website .
About Zeo Energy Corp.
Zeo Energy Corp. is a Florida-based regional provider of residential solar, distributed energy, and energy efficiency solutions. Zeo focuses on high-growth markets with limited competitive saturation. With its differentiated sales approach and vertically integrated offerings, Zeo, through its Sunergy business, serves customers who desire to reduce high energy bills and contribute to a more sustainable future. For more information on Zeo Energy Corp., please visit
www.zeoenergy.com
.
About FTSE Russell
FTSE Russell is a leading global provider of benchmarking, analytics, and data solutions for investors, giving them a precise view of the market relevant to their investment process. A comprehensive range of reliable and accurate indexes provides investors worldwide with the tools they require to measure and benchmark markets across asset classes, styles, or strategies.
FTSE Russell index expertise and products are used extensively by institutional and retail investors globally. For over 30 years, leading asset owners, asset managers, ETF providers, and investment banks have chosen FTSE Russell indexes to benchmark their investment performance and create ETFs, structured products, and index-based derivatives.
FTSE Russell is focused on applying the highest industry standards in index design and governance, employing transparent rules-based methodology informed by independent committees of leading market participants. FTSE Russell fully embraces the IOSCO Principles, and its Statement of Compliance has received independent assurance. Index innovation is driven by client needs and customer partnerships, allowing FTSE Russell to continually enhance the breadth, depth, and reach of its offering.
FTSE Russell is wholly owned by London Stock Exchange Group.
For more information, visit https://www.lseg.com/en/ftse-russell .
Forward-Looking Statements
This news release contains certain forward-looking statements within the meaning of section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Exchange Act of 1934, as amended, that are based on beliefs and assumptions and on information currently available to the Company. Such statements may include, but are not limited to, statements that refer to projections, forecasts, or other characterizations of future events or circumstances, including any underlying assumptions. The words "anticipate," "intend," "plan," "goal," "seek," "believe," "project," "estimate," "expect," "strategy," "future," "likely," "may," "should," "will," and similar references to future periods may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking. Forward-looking statements may include, for example, statements about the future financial performance of the Company; the ability to effectively consolidate the assets of Lumio and produce the expected results; changes in the Company's strategy, future operations, financial position, estimated revenues and losses, projected costs, prospects, the ability to raise additional funds, and plans and objectives of management. These forward-looking statements are based on information available as of the date of this news release, and current expectations, forecasts, and assumptions, and involve a number of judgments, risks, and uncertainties. Accordingly, forward-looking statements should not be relied upon as representing the Company's views as of any subsequent date, and the Company does not undertake any obligation to update such forward-looking statements to reflect events or circumstances after the date they were made, whether as a result of new information, future events, or otherwise, except as may be required under applicable securities laws. You should not place undue reliance on these forward-looking statements. As a result of a number of known and unknown risks and uncertainties, the Company's actual results or performance may be materially different from those expressed or implied by these forward-looking statements. Some factors that could cause actual results to differ include: (i) the outcome of any legal proceedings that may be instituted against the Company or others; (ii) the Company's success in retaining or recruiting, or changes required in, its officers, key employees, or directors; (iii) the Company's ability to maintain the listing of its common stock and warrants on Nasdaq; (iv) limited liquidity and trading of the Company's securities; (v) geopolitical risk and changes in applicable laws or regulations, including tariffs or trade restrictions; (vi) the possibility that the Company may be adversely affected by other economic, business, and/or competitive factors; (vii) operational risk; (viii) litigation and regulatory enforcement risks, including the diversion of management time and attention and the additional costs and demands on the Company's resources; (ix) the Company's ability to effectively consolidate the assets of Lumio and produce the expected results; and (x) other risks and uncertainties, including those included under the heading "Risk Factors" in the Company's Annual Report on Form 10-K filed with the U.S. Securities and Exchange Commission (the "SEC") for the year ended December 31, 2024 and in its subsequent periodic reports and other filings with the SEC.
In light of the significant uncertainties in these forward-looking statements, you should not regard these statements as a representation or warranty by the Company, its respective directors, officers or employees or any other person that the Company will achieve its objectives and plans in any specified time frame, or at all. The forward-looking statements in this news release represent the views of the Company as of the date of this news release. Subsequent events and developments may cause that view to change. However, while the Company may elect to update these forward-looking statements at some point in the future, there is no current intention to do so, except to the extent required by applicable law. You should, therefore, not rely on these forward-looking statements as representing the views of the Company as of any date subsequent to the date of this news release.
Zeo Energy Corp. Contacts
For Investors:
Tom Colton and Greg Bradbury
Gateway Group
[email protected]
For Media:
Zach Kadletz
Gateway Group
[email protected]