BRWA
EOSE icon

B. Riley Wealth Advisors’s Eos Energy Enterprises EOSE Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		$912K Buy
187,750
+133,350
+245% +$431K 0.03% 477
2024
Q3 		$162K Sell
54,400
-13,000
-19% -$27.5K ﹤0.01% 1169
2024
Q2 		$85.6K Sell
67,400
-208,365
-76% -$172K ﹤0.01% 1317
2024
Q1 		$593K Buy
275,765
+249,265
+941% +$253K 0.02% 716
2023
Q4 		$28.9K Sell
26,500
-249,265
-90% -$363K ﹤0.01% 1362
2023
Q3 		$593K Buy
275,765
+247,650
+881% +$741K 0.02% 716
2023
Q2 		$122K Sell
28,115
-91,925
-77% -$241K ﹤0.01% 1415
2023
Q1 		$309K Hold
120,040
– – 0.01% 1055
2022
Q4 		$178K Buy
120,040
+18,000
+18% +$23.3K 0.01% 1289
2022
Q3 		$171K Buy
+102,040
New +$223K 0.01% 1256

Other funds holding EOSE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

B. Riley Wealth Advisors's EOSE Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its Eos Energy Enterprises (EOSE) stake by 245% in Q4 2024, buying an estimated $431K and bringing the position to 187,750 shares worth $912K. The position accounts for 0.03% of the portfolio, ranked #477.

B. Riley Wealth Advisors first reported a position in EOSE in Q3 2022 and has held it in 10 quarters since. 155 funds tracked by Wall St. Rank hold EOSE as of Q4 2024.

  • B. Riley Wealth Advisors held 187,750 shares of Eos Energy Enterprises worth $912K as of Q4 2024.
  • B. Riley Wealth Advisors bought 133,350 Eos Energy Enterprises shares in Q4 2024, an estimated $431K.
  • Eos Energy Enterprises made up 0.03% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #477 holding.
  • B. Riley Wealth Advisors first reported a position in Eos Energy Enterprises in Q3 2022 and has held it in 10 quarters since.
  • 155 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.