Envestnet Asset Management
EOSE icon

Envestnet Asset Management’s Eos Energy Enterprises EOSE Stock Holding History

Envestnet 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
Q2 		$122K Sell
20,715
-820
-4% -$5.7K ﹤0.01% 4722
2026
Q1 		$107K Buy
21,535
+1,086
+5% +$11.7K ﹤0.01% 4617
2025
Q4 		$234K Sell
20,449
-24,105
-54% -$346K ﹤0.01% 4180
2025
Q3 		$507K Buy
44,554
+29,754
+201% +$204K ﹤0.01% 3749
2025
Q2 		$75.8K Buy
+14,800
New +$72.6K ﹤0.01% 4366

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

Envestnet Asset Management's EOSE Position: Q2 2026 in Review

Envestnet Asset Management reduced its Eos Energy Enterprises (EOSE) stake by 3.8% in Q2 2026, selling an estimated $5.7K and leaving 20,715 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #4722.

Envestnet Asset Management first reported a position in EOSE in Q2 2025 and has held it in 5 quarters since. The position peaked at $507K in Q3 2025. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • Envestnet Asset Management held 20,715 shares of Eos Energy Enterprises worth $122K as of Q2 2026.
  • Envestnet Asset Management sold 820 Eos Energy Enterprises shares in Q2 2026, an estimated $5.7K.
  • Eos Energy Enterprises made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4722 holding.
  • Envestnet Asset Management first reported a position in Eos Energy Enterprises in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Asset Management's Eos Energy Enterprises position peaked at $507K in Q3 2025.
  • 348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.