Creative Planning’s Eos Energy Enterprises EOSE Stock Holding History

Creative Planning’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	$432K	Buy	73,474 +31,022	+73%	+$216K	﹤0.01%	3304
2026 Q1	$211K	Sell	42,452 -3,572	-8%	-$38.4K	﹤0.01%	3687
2025 Q4	$527K	Buy	46,024 +29,503	+179%	+$424K	﹤0.01%	2796
2025 Q3	$188K	Buy	+16,521	New	+$113K	﹤0.01%	3514
2023 Q1	–	Sell	-12,552	Closed	-$18.6K	–	2683
2022 Q4	$18.6K	Buy	12,552 +1,447	+13%	+$1.88K	﹤0.01%	2319
2022 Q3	$19K	Hold	11,105	–	–	﹤0.01%	2186
2022 Q2	$13K	Buy	+11,105	New	+$22.8K	﹤0.01%	2174

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

Creative Planning's EOSE Position: Q2 2026 in Review

Creative Planning increased its Eos Energy Enterprises (EOSE) stake by 73% in Q2 2026, buying an estimated $216K and bringing the position to 73,474 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #3304.

Creative Planning first reported a position in EOSE in Q2 2022 and has held it in 7 quarters since. The position peaked at $527K in Q4 2025. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

Creative Planning held 73,474 shares of Eos Energy Enterprises worth $432K as of Q2 2026.
Creative Planning bought 31,022 Eos Energy Enterprises shares in Q2 2026, an estimated $216K.
Eos Energy Enterprises made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3304 holding.
Creative Planning first reported a position in Eos Energy Enterprises in Q2 2022 and has held it in 7 quarters since.
Creative Planning's Eos Energy Enterprises position peaked at $527K in Q4 2025.
348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.