Duncan Williams Asset Management’s Eos Energy Enterprises EOSE Stock Holding History

Duncan Williams Asset 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 Q1	–	Sell	-29,740	Closed	-$369K	–	160
2025 Q4	$369K	Sell	29,740 -1,300	-4%	-$18.7K	0.09%	121
2025 Q3	$354K	Buy	31,040 +4,040	+15%	+$27.6K	0.1%	123
2025 Q2	$138K	Buy	27,000 +6,500	+32%	+$31.9K	0.04%	151
2025 Q1	$77.5K	Sell	20,500 -500	-2%	-$2.44K	0.03%	144
2024 Q4	$102K	Hold	21,000	–	–	0.04%	142
2024 Q3	$62.4K	Buy	+21,000	New	+$44.4K	0.03%	127

Other funds holding EOSE

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 Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Duncan Williams Asset Management's EOSE Position: Q1 2026 in Review

Duncan Williams Asset Management sold out of Eos Energy Enterprises (EOSE) in Q1 2026, closing a stake of 29,740 shares — an estimated $369K sold.

Duncan Williams Asset Management first reported a position in EOSE in Q3 2024 and held it in 6 quarters. The position peaked at $369K in Q4 2025. 318 funds tracked by Wall St. Rank hold EOSE as of Q1 2026.

Duncan Williams Asset Management reported no remaining Eos Energy Enterprises position as of Q1 2026 after selling out during the quarter.
Duncan Williams Asset Management sold 29,740 Eos Energy Enterprises shares in Q1 2026, an estimated $369K.
Duncan Williams Asset Management first reported a position in Eos Energy Enterprises in Q3 2024 and held it in 6 quarters.
Duncan Williams Asset Management's Eos Energy Enterprises position peaked at $369K in Q4 2025.
318 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.