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Heritage Oak Wealth Advisors’s Eos Energy Enterprises EOSE Stock Holding History

Heritage Oak 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
2025
Q4 		– Sell
-10,000
Closed -$114K – 85
2025
Q3 		$114K Buy
+10,000
New +$68.4K 0.04% 82

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Susquehanna International Group
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RCMNY
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ECP
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Two Sigma Investments
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Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Heritage Oak Wealth Advisors's EOSE Position: Q4 2025 in Review

Heritage Oak Wealth Advisors sold out of Eos Energy Enterprises (EOSE) in Q4 2025, closing a stake of 10,000 shares — an estimated $114K sold.

Heritage Oak Wealth Advisors first reported a position in EOSE in Q3 2025 and held it in 1 quarter. The position peaked at $114K in Q3 2025. 322 funds tracked by Wall St. Rank hold EOSE as of Q4 2025.

  • Heritage Oak Wealth Advisors reported no remaining Eos Energy Enterprises position as of Q4 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 10,000 Eos Energy Enterprises shares in Q4 2025, an estimated $114K.
  • Heritage Oak Wealth Advisors first reported a position in Eos Energy Enterprises in Q3 2025 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Eos Energy Enterprises position peaked at $114K in Q3 2025.
  • 322 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q4 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.