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Avion Wealth’s Eos Energy Enterprises EOSE Stock Holding History

Avion Wealth’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 		$3K Buy
671
+567
+545% +$3.94K ﹤0.01% 935
2026
Q1 		$0 Buy
+104
New +$1.12K ﹤0.01% 1339
2024
Q2 		– Sell
-518
Closed -$1K – 1015
2024
Q1 		$1K Buy
+518
New +$527 ﹤0.01% 917
2023
Q4 		– Sell
-736
Closed -$1K – 1147
2023
Q3 		$1K Hold
736
– – ﹤0.01% 614
2023
Q2 		$3K Buy
+736
New +$1.93K ﹤0.01% 417

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

Avion Wealth's EOSE Position: Q2 2026 in Review

Avion Wealth increased its Eos Energy Enterprises (EOSE) stake by 545% in Q2 2026, buying an estimated $3.94K and bringing the position to 671 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Avion Wealth first reported a position in EOSE in Q2 2023 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • Avion Wealth held 671 shares of Eos Energy Enterprises worth $3K as of Q2 2026.
  • Avion Wealth bought 567 Eos Energy Enterprises shares in Q2 2026, an estimated $3.94K.
  • Eos Energy Enterprises made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #935 holding.
  • Avion Wealth first reported a position in Eos Energy Enterprises in Q2 2023 and has held it in 5 quarters since.
  • 348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.