EverSource Wealth Advisors’s Eos Energy Enterprises EOSE Stock Holding History

EverSource Wealth Advisors’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	$8.19K	Buy	1,392 +101	+8%	+$702	﹤0.01%	3023
2026 Q1	$6.4K	Buy	1,291 +496	+62%	+$5.33K	﹤0.01%	3146
2025 Q4	$9.11K	Sell	795 -178	-18%	-$2.56K	﹤0.01%	2845
2025 Q3	$11.1K	Hold	973	–	–	﹤0.01%	2767
2025 Q2	$4.98K	Buy	973 +261	+37%	+$1.28K	﹤0.01%	3162
2025 Q1	$2.69K	Hold	712	–	–	﹤0.01%	2791
2024 Q4	$3.46K	Hold	712	–	–	﹤0.01%	2502
2024 Q3	$2.12K	Hold	712	–	–	﹤0.01%	2526
2024 Q2	$1.4K	Buy	+712	New	+$588	﹤0.01%	2650

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

EverSource Wealth Advisors's EOSE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Eos Energy Enterprises (EOSE) stake by 7.8% in Q2 2026, buying an estimated $702 and bringing the position to 1,392 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3023.

EverSource Wealth Advisors first reported a position in EOSE in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.1K in Q3 2025. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

EverSource Wealth Advisors held 1,392 shares of Eos Energy Enterprises worth $8.19K as of Q2 2026.
EverSource Wealth Advisors bought 101 Eos Energy Enterprises shares in Q2 2026, an estimated $702.
Eos Energy Enterprises made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3023 holding.
EverSource Wealth Advisors first reported a position in Eos Energy Enterprises in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Eos Energy Enterprises position peaked at $11.1K in Q3 2025.
348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.