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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Investment Advisory Group's EOSE Position: Q1 2026 in Review

Investment Advisory Group increased its Eos Energy Enterprises (EOSE) stake by 0.02% in Q1 2026, buying an estimated $54 and bringing the position to 23,292 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #194.

Investment Advisory Group first reported a position in EOSE in Q2 2023 and has held it in 12 quarters since. The position peaked at $267K in Q4 2025. 317 funds tracked by Wall St. Rank hold EOSE as of Q1 2026.

Investment Advisory Group held 23,292 shares of Eos Energy Enterprises worth $116K as of Q1 2026.
Investment Advisory Group bought 5 Eos Energy Enterprises shares in Q1 2026, an estimated $54.
Eos Energy Enterprises made up 0.03% of Investment Advisory Group's portfolio in Q1 2026, its #194 holding.
Investment Advisory Group first reported a position in Eos Energy Enterprises in Q2 2023 and has held it in 12 quarters since.
Investment Advisory Group's Eos Energy Enterprises position peaked at $267K in Q4 2025.
317 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.