Essential Partners
EOSE icon

Essential Partners’s Eos Energy Enterprises EOSE Stock Holding History

Essential Partners’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
Q3 		– Sell
-25
Closed -$147 – 2902
2026
Q2 		$147 Sell
25
-45
-64% -$313 ﹤0.01% 2696
2026
Q1 		$347 Buy
+70
New +$752 ﹤0.01% 2528

Other funds holding EOSE

Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Bouvel Investment Partners
Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Lauer Wealth
Lauer Wealth Valparaiso, Indiana $160M AUM 11.88% 1-Year Est. Return
L.K. Benson & Company
L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Adams Natural Resources Fund
Adams Natural Resources Fund Baltimore, Maryland $857M AUM 41.76% 1-Year Est. Return

Essential Partners's EOSE Position: Q3 2026 in Review

Essential Partners sold out of Eos Energy Enterprises (EOSE) in Q3 2026, closing a stake of 25 shares — an estimated $147 sold.

Essential Partners first reported a position in EOSE in Q1 2026 and held it in 2 quarters. The position peaked at $347 in Q1 2026. 47 funds tracked by Wall St. Rank hold EOSE as of Q3 2026.

  • Essential Partners reported no remaining Eos Energy Enterprises position as of Q3 2026 after selling out during the quarter.
  • Essential Partners sold 25 Eos Energy Enterprises shares in Q3 2026, an estimated $147.
  • Essential Partners first reported a position in Eos Energy Enterprises in Q1 2026 and held it in 2 quarters.
  • Essential Partners's Eos Energy Enterprises position peaked at $347 in Q1 2026.
  • 47 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.