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Advisors Asset Management’s Eos Energy Enterprises EOSE Stock Holding History

Advisors Asset 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
2026
Q2 		$33.1K Buy
5,625
+3,235
+135% +$22.5K ﹤0.01% 1326
2026
Q1 		$11.9K Buy
+2,390
New +$25.7K ﹤0.01% 1381
2022
Q4 		– Sell
-1,875
Closed -$3K – 1492
2022
Q3 		$3K Sell
1,875
-781
-29% -$1.7K ﹤0.01% 1455
2022
Q2 		$3K Sell
2,656
-108
-4% -$221 ﹤0.01% 1479
2022
Q1 		$11.6K Sell
2,764
-75
-3% -$309 ﹤0.01% 1479
2021
Q4 		$21K Buy
2,839
+276
+11% +$2.8K ﹤0.01% 1475
2021
Q3 		$36K Buy
+2,563
New +$37.9K ﹤0.01% 1425

Other funds holding EOSE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisors Asset Management's EOSE Position: Q2 2026 in Review

Advisors Asset Management increased its Eos Energy Enterprises (EOSE) stake by 135% in Q2 2026, buying an estimated $22.5K and bringing the position to 5,625 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Advisors Asset Management first reported a position in EOSE in Q3 2021 and has held it in 7 quarters since. The position peaked at $36K in Q3 2021. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • Advisors Asset Management held 5,625 shares of Eos Energy Enterprises worth $33.1K as of Q2 2026.
  • Advisors Asset Management bought 3,235 Eos Energy Enterprises shares in Q2 2026, an estimated $22.5K.
  • Eos Energy Enterprises made up ﹤0.01% of Advisors Asset Management's portfolio in Q2 2026, its #1326 holding.
  • Advisors Asset Management first reported a position in Eos Energy Enterprises in Q3 2021 and has held it in 7 quarters since.
  • Advisors Asset Management's Eos Energy Enterprises position peaked at $36K in Q3 2021.
  • 348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.