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Investment Advisory Group’s Eos Energy Enterprises EOSE Stock Holding History

Investment Advisory Group’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 		$137K Sell
23,275
-17
-0.1% -$118 0.03% 220
2026
Q1 		$116K Buy
23,292
+5
+0% +$54 0.03% 194
2025
Q4 		$267K Buy
23,287
+287
+1% +$4.12K 0.07% 159
2025
Q3 		$262K Buy
23,000
+1,500
+7% +$10.3K 0.07% 154
2025
Q2 		$110K Hold
21,500
– – 0.03% 174
2025
Q1 		$81.3K Hold
21,500
– – 0.03% 167
2024
Q4 		$104K Hold
21,500
– – 0.04% 167
2024
Q3 		$63.9K Hold
21,500
– – 0.02% 168
2024
Q2 		$27.3K Hold
21,500
– – 0.01% 165
2024
Q1 		$22.1K Hold
21,500
– – 0.01% 157
2023
Q4 		$23.4K Hold
21,500
– – 0.01% 146
2023
Q3 		$46.2K Buy
21,500
+5,500
+34% +$16.5K 0.02% 143
2023
Q2 		$73.8K Buy
+16,000
New +$42K 0.04% 145

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

Investment Advisory Group's EOSE Position: Q2 2026 in Review

Investment Advisory Group reduced its Eos Energy Enterprises (EOSE) stake by 0.07% in Q2 2026, selling an estimated $118 and leaving 23,275 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #220.

Investment Advisory Group first reported a position in EOSE in Q2 2023 and has held it in 13 quarters since. The position peaked at $267K in Q4 2025. 349 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • Investment Advisory Group held 23,275 shares of Eos Energy Enterprises worth $137K as of Q2 2026.
  • Investment Advisory Group sold 17 Eos Energy Enterprises shares in Q2 2026, an estimated $118.
  • Eos Energy Enterprises made up 0.03% of Investment Advisory Group's portfolio in Q2 2026, its #220 holding.
  • Investment Advisory Group first reported a position in Eos Energy Enterprises in Q2 2023 and has held it in 13 quarters since.
  • Investment Advisory Group's Eos Energy Enterprises position peaked at $267K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.