CAPTRUST Financial Advisors’s Eos Energy Enterprises EOSE Stock Holding History

CAPTRUST Financial 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
2026 Q2	$181K	Buy	+30,717	New	+$214K	﹤0.01%	2914
2026 Q1	–	Sell	-41,237	Closed	-$473K	–	3057
2025 Q4	$473K	Buy	+41,237	New	+$593K	﹤0.01%	1932
2022 Q3	–	Sell	-300	Closed	–	–	2644
2022 Q2	$0	Sell	300 -268	-47%	-$550	﹤0.01%	4981
2022 Q1	$2K	Buy	568 +259	+84%	+$1.07K	﹤0.01%	4472
2021 Q4	$2K	Buy	309 +9	+3%	+$91	﹤0.01%	4402
2021 Q3	$4K	Buy	+300	New	+$4.44K	﹤0.01%	4021
2020 Q4	–	Sell	-25,265	Closed	-$253K	–	3430
2020 Q3	$253K	Buy	25,265 +16,165	+178%	+$167K	﹤0.01%	938
2020 Q2	$99K	Buy	+9,100	New	+$92.3K	﹤0.01%	1350

Other funds holding EOSE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors's EOSE Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Eos Energy Enterprises (EOSE) in Q2 2026: 30,717 shares worth $181K. The stake represents ﹤0.01% of the portfolio and ranks #2914 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in EOSE as recently as Q4 2025.

CAPTRUST Financial Advisors first reported a position in EOSE in Q2 2020 and has held it in 8 quarters since. The position peaked at $473K in Q4 2025. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

CAPTRUST Financial Advisors held 30,717 shares of Eos Energy Enterprises worth $181K as of Q2 2026.
Eos Energy Enterprises was a new CAPTRUST Financial Advisors position in Q2 2026.
Eos Energy Enterprises made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2914 holding.
CAPTRUST Financial Advisors first reported a position in Eos Energy Enterprises in Q2 2020 and has held it in 8 quarters since.
CAPTRUST Financial Advisors's Eos Energy Enterprises position peaked at $473K in Q4 2025.
348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.