Capital Square
EOSE icon

Capital Square’s Eos Energy Enterprises EOSE Stock Holding History

Capital Square’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
Q3 		$39.4K Hold
12,860
– – 0.02% 244
2026
Q2 		$56.6K Sell
12,860
-880
-6% -$6.12K 0.02% 233
2026
Q1 		$105K Buy
13,740
+634
+5% +$6.81K 0.05% 219
2025
Q4 		$150K Buy
13,106
+1,106
+9% +$15.9K 0.08% 207
2025
Q3 		$137K Hold
12,000
– – 0.07% 197
2025
Q2 		$55.6K Buy
+12,000
New +$58.8K 0.03% 188
2024
Q4 		– Sell
-12,000
Closed -$35.6K – 190
2024
Q3 		$35.6K Sell
12,000
-1,100
-8% -$2.33K 0.02% 156
2024
Q2 		$24.5K Buy
13,100
+2,000
+18% +$1.65K 0.02% 147
2024
Q1 		$11.4K Hold
11,100
– – 0.01% 149
2023
Q4 		$12.1K Sell
11,100
-200
-2% -$292 0.01% 104
2023
Q3 		$20.1K Buy
+11,300
New +$33.8K 0.03% 91
2023
Q2 		– Sell
-10,200
Closed -$25.2K – 135
2023
Q1 		$25.2K Sell
10,200
-2,900
-22% -$5.03K 0.02% 135
2022
Q4 		$19.4K Buy
13,100
+1,350
+11% +$1.75K 0.02% 138
2022
Q3 		$19K Buy
+11,750
New +$25.6K 0.02% 131

Other funds holding EOSE

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Lauer Wealth
Lauer Wealth Valparaiso, Indiana $160M AUM 11.88% 1-Year Est. Return
L.K. Benson & Company
L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Capital Square's EOSE Position: Q3 2026 in Review

Capital Square held its Eos Energy Enterprises (EOSE) position steady in Q3 2026 at 12,860 shares worth $39.4K. The position accounts for 0.02% of the portfolio, ranked #244.

Capital Square first reported a position in EOSE in Q3 2022 and has held it in 14 quarters since. The position peaked at $150K in Q4 2025. 59 funds tracked by Wall St. Rank hold EOSE as of Q3 2026.

  • Capital Square held 12,860 shares of Eos Energy Enterprises worth $39.4K as of Q3 2026.
  • Capital Square left its Eos Energy Enterprises share count unchanged in Q3 2026.
  • Eos Energy Enterprises made up 0.02% of Capital Square's portfolio in Q3 2026, its #244 holding.
  • Capital Square first reported a position in Eos Energy Enterprises in Q3 2022 and has held it in 14 quarters since.
  • Capital Square's Eos Energy Enterprises position peaked at $150K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.