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Copperleaf Capital’s Eos Energy Enterprises EOSE Stock Holding History

Copperleaf Capital’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
2025
Q3 		$3.65M Hold
320,200
– – 1.75% 12
2025
Q2 		$1.64M Buy
+320,200
New +$1.57M 0.83% 31
2023
Q4 		– Sell
-20,480
Closed -$44K – 81
2023
Q3 		$44K Hold
20,480
– – 0.05% 79
2023
Q2 		$88.9K Buy
+20,480
New +$53.7K 0.08% 75

Other funds holding EOSE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Copperleaf Capital's EOSE Position: Q3 2025 in Review

Copperleaf Capital held its Eos Energy Enterprises (EOSE) position steady in Q3 2025 at 320,200 shares worth $3.65M. The position accounts for 1.75% of the portfolio, ranked #12.

Copperleaf Capital first reported a position in EOSE in Q2 2023 and has held it in 4 quarters since. 276 funds tracked by Wall St. Rank hold EOSE as of Q3 2025.

  • Copperleaf Capital held 320,200 shares of Eos Energy Enterprises worth $3.65M as of Q3 2025.
  • Copperleaf Capital left its Eos Energy Enterprises share count unchanged in Q3 2025.
  • Eos Energy Enterprises made up 1.75% of Copperleaf Capital's portfolio in Q3 2025, its #12 holding.
  • Copperleaf Capital first reported a position in Eos Energy Enterprises in Q2 2023 and has held it in 4 quarters since.
  • 276 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.