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Fiduciary Planning’s Eos Energy Enterprises EOSE Stock Holding History

Fiduciary 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
Q2 		$588K Sell
100,077
-9,619
-9% -$66.9K 0.15% 50
2026
Q1 		$544K Sell
109,696
-27,348
-20% -$294K 0.16% 51
2025
Q4 		$1.57M Buy
137,044
+16,745
+14% +$241K 0.48% 29
2025
Q3 		$1.37M Buy
120,299
+74,299
+162% +$508K 0.42% 32
2025
Q2 		$236K Buy
+46,000
New +$225K 0.08% 72

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

Fiduciary Planning's EOSE Position: Q2 2026 in Review

Fiduciary Planning reduced its Eos Energy Enterprises (EOSE) stake by 8.8% in Q2 2026, selling an estimated $66.9K and leaving 100,077 shares worth $588K. The position accounts for 0.15% of the portfolio, ranked #50.

Fiduciary Planning first reported a position in EOSE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.57M in Q4 2025. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • Fiduciary Planning held 100,077 shares of Eos Energy Enterprises worth $588K as of Q2 2026.
  • Fiduciary Planning sold 9,619 Eos Energy Enterprises shares in Q2 2026, an estimated $66.9K.
  • Eos Energy Enterprises made up 0.15% of Fiduciary Planning's portfolio in Q2 2026, its #50 holding.
  • Fiduciary Planning first reported a position in Eos Energy Enterprises in Q2 2025 and has held it in 5 quarters since.
  • Fiduciary Planning's Eos Energy Enterprises position peaked at $1.57M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.