CWM
EOSE icon

Copia Wealth Management’s Eos Energy Enterprises EOSE Stock Holding History

Copia Wealth Management’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 		$29.4K Sell
5,006
-229
-4% -$1.59K 0.02% 261
2026
Q1 		$26K Buy
5,235
+427
+9% +$4.59K 0.02% 256
2025
Q4 		$55.1K Buy
4,808
+12
+0.3% +$172 0.04% 198
2025
Q3 		$54.6K Buy
4,796
+1,696
+55% +$11.6K 0.04% 188
2025
Q2 		$15.9K Buy
+3,100
New +$15.2K 0.01% 253

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

Copia Wealth Management's EOSE Position: Q2 2026 in Review

Copia Wealth Management reduced its Eos Energy Enterprises (EOSE) stake by 4.4% in Q2 2026, selling an estimated $1.59K and leaving 5,006 shares worth $29.4K. The position accounts for 0.02% of the portfolio, ranked #261.

Copia Wealth Management first reported a position in EOSE in Q2 2025 and has held it in 5 quarters since. The position peaked at $55.1K in Q4 2025. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • Copia Wealth Management held 5,006 shares of Eos Energy Enterprises worth $29.4K as of Q2 2026.
  • Copia Wealth Management sold 229 Eos Energy Enterprises shares in Q2 2026, an estimated $1.59K.
  • Eos Energy Enterprises made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #261 holding.
  • Copia Wealth Management first reported a position in Eos Energy Enterprises in Q2 2025 and has held it in 5 quarters since.
  • Copia Wealth Management's Eos Energy Enterprises position peaked at $55.1K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.