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Accredited Wealth Management’s Eos Energy Enterprises EOSE Stock Holding History

Accredited Wealth Management’s Portfolio EOSE Stock Details EOSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$5.7K Sell
29
-471
-94% -$3.22K ﹤0.01% 309
2025
Q2 		$2.56K Hold
500
– – ﹤0.01% 342
2025
Q1 		$1.89K Hold
500
– – ﹤0.01% 332
2024
Q4 		$2.43K Buy
+500
New +$1.62K ﹤0.01% 320

Other funds holding EOSE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Accredited Wealth Management's EOSE Position: Q3 2025 in Review

Accredited Wealth Management reduced its Eos Energy Enterprises (EOSE) stake by 94% in Q3 2025, selling an estimated $3.22K and leaving 29 shares worth $5.7K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Accredited Wealth Management first reported a position in EOSE in Q4 2024 and has held it in 4 quarters since. 276 funds tracked by Wall St. Rank hold EOSE as of Q3 2025.

  • Accredited Wealth Management held 29 shares of Eos Energy Enterprises worth $5.7K as of Q3 2025.
  • Accredited Wealth Management sold 471 Eos Energy Enterprises shares in Q3 2025, an estimated $3.22K.
  • Eos Energy Enterprises made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #309 holding.
  • Accredited Wealth Management first reported a position in Eos Energy Enterprises in Q4 2024 and has held it in 4 quarters since.
  • 276 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.