Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Eos Energy Enterprises EOSE Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$35.6K Buy
7,184
+4,009
+126% +$43.1K ﹤0.01% 4043
2025
Q4 		$36K Sell
3,175
-819
-21% -$11.8K ﹤0.01% 3829
2025
Q3 		$45K Buy
3,994
+2,475
+163% +$16.9K ﹤0.01% 3615
2025
Q2 		$8K Buy
1,519
+59
+4% +$289 ﹤0.01% 4390
2025
Q1 		$6K Buy
1,460
+353
+32% +$1.72K ﹤0.01% 4353
2024
Q4 		$5K Hold
1,107
– – ﹤0.01% 4188
2024
Q3 		$3K Sell
1,107
-17
-2% -$36 ﹤0.01% 4266
2024
Q2 		$1K Buy
1,124
+124
+12% +$102 ﹤0.01% 4370
2024
Q1 		$1K Hold
1,000
– – ﹤0.01% 4126
2023
Q4 		$1K Hold
1,000
– – ﹤0.01% 3944
2023
Q3 		$2K Hold
1,000
– – ﹤0.01% 3787
2023
Q2 		$4K Hold
1,000
– – ﹤0.01% 3514
2023
Q1 		$3K Hold
1,000
– – ﹤0.01% 3487
2022
Q4 		$1K Hold
1,000
– – ﹤0.01% 3739
2022
Q3 		$2K Hold
1,000
– – ﹤0.01% 3447
2022
Q2 		$1K Sell
1,000
-150
-13% -$308 ﹤0.01% 3531
2022
Q1 		$5K Buy
1,150
+150
+15% +$618 ﹤0.01% 2821
2021
Q4 		$8K Buy
+1,000
New +$10.2K ﹤0.01% 2476
2021
Q2 		$18K Hold
1,000
– – ﹤0.01% 1833
2021
Q1 		$18K Hold
1,000
– – ﹤0.01% 1832
2020
Q4 		$18K Hold
1,000
– – ﹤0.01% 1832
2020
Q3 		$18K Hold
1,000
– – ﹤0.01% 1832
2020
Q2 		$18K Buy
+1,000
New +$10.1K ﹤0.01% 1832

Other funds holding EOSE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EOSE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Eos Energy Enterprises (EOSE) stake by 126% in Q1 2026, buying an estimated $43.1K and bringing the position to 7,184 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4043.

Carson Wealth (CWM LLC) first reported a position in EOSE in Q2 2020 and has held it in 23 quarters since. The position peaked at $45K in Q3 2025. 317 funds tracked by Wall St. Rank hold EOSE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,184 shares of Eos Energy Enterprises worth $35.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,009 Eos Energy Enterprises shares in Q1 2026, an estimated $43.1K.
  • Eos Energy Enterprises made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4043 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eos Energy Enterprises in Q2 2020 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s Eos Energy Enterprises position peaked at $45K in Q3 2025.
  • 317 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.