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Formulate Financial’s Eos Energy Enterprises EOSE Stock Holding History

Formulate Financial’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 		$31.3K Buy
+10,225
New +$39.8K 0.03% 26

Other funds holding EOSE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Crystal Cove Asset Management
Crystal Cove Asset Management Newport Beach, California $66.8M AUM
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Baker Avenue Asset Management
Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Formulate Financial's EOSE Position: Q3 2026 in Review

Formulate Financial opened a new position in Eos Energy Enterprises (EOSE) in Q3 2026: 10,225 shares worth $31.3K. The stake represents 0.03% of the portfolio and ranks #26 among its holdings.

159 funds tracked by Wall St. Rank hold EOSE as of Q3 2026.

  • Formulate Financial held 10,225 shares of Eos Energy Enterprises worth $31.3K as of Q3 2026.
  • Eos Energy Enterprises was a new Formulate Financial position in Q3 2026.
  • Eos Energy Enterprises made up 0.03% of Formulate Financial's portfolio in Q3 2026, its #26 holding.
  • 159 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2026.

Based on Formulate Financial's 13F filing for Q3 2026, filed 9 Nov 2026.