AC
EOSE icon

Apella Capital’s Eos Energy Enterprises EOSE Stock Holding History

Apella Capital’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 		– Sell
-3,000
Closed -$21.5K – 723
2026
Q1 		$21.5K Buy
+3,000
New +$32.2K ﹤0.01% 683

Other funds holding EOSE

AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital's EOSE Position: Q2 2026 in Review

Apella Capital increased its Eos Energy Enterprises (EOSE) stake by 240% in Q2 2026, buying an estimated $195K and bringing the position to 39,777 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Apella Capital first reported a position in EOSE in Q3 2025 and has held it in 4 quarters since. 22 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • Apella Capital held 39,777 shares of Eos Energy Enterprises worth $189K as of Q2 2026.
  • Apella Capital bought 28,084 Eos Energy Enterprises shares in Q2 2026, an estimated $195K.
  • Eos Energy Enterprises made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #677 holding.
  • Apella Capital first reported a position in Eos Energy Enterprises in Q3 2025 and has held it in 4 quarters since.
  • 22 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.