Creative Planning
EOSE icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Creative Planning's EOSE Position: Q1 2026 in Review

Creative Planning reduced its Eos Energy Enterprises (EOSE) stake by 7.8% in Q1 2026, selling an estimated $38.4K and leaving 42,452 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #3687.

Creative Planning first reported a position in EOSE in Q2 2022 and has held it in 6 quarters since. The position peaked at $527K in Q4 2025. 316 funds tracked by Wall St. Rank hold EOSE as of Q1 2026.

  • Creative Planning held 42,452 shares of Eos Energy Enterprises worth $211K as of Q1 2026.
  • Creative Planning sold 3,572 Eos Energy Enterprises shares in Q1 2026, an estimated $38.4K.
  • Eos Energy Enterprises made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3687 holding.
  • Creative Planning first reported a position in Eos Energy Enterprises in Q2 2022 and has held it in 6 quarters since.
  • Creative Planning's Eos Energy Enterprises position peaked at $527K in Q4 2025.
  • 316 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.