JIR
EOSE icon

James Investment Research’s Eos Energy Enterprises EOSE Stock Holding History

James Investment Research’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 		$67.3K Sell
11,443
-16,665
-59% -$116K 0.01% 363
2026
Q1 		$139K Sell
28,108
-63,376
-69% -$681K 0.02% 336
2025
Q4 		$1.05M Sell
91,484
-10,164
-10% -$146K 0.11% 155
2025
Q3 		$1.16M Sell
101,648
-4,099
-4% -$28K 0.13% 145
2025
Q2 		$541K Buy
105,747
+46,788
+79% +$229K 0.06% 207
2025
Q1 		$223K Buy
58,959
+16,534
+39% +$80.6K 0.03% 291
2024
Q4 		$206K Sell
42,425
-75,914
-64% -$246K 0.02% 301
2024
Q3 		$351K Buy
118,339
+39,854
+51% +$84.3K 0.04% 262
2024
Q2 		$99.7K Buy
78,485
+3,019
+4% +$2.5K 0.01% 303
2024
Q1 		$77.7K Hold
75,466
– – 0.01% 306
2023
Q4 		$82.3K Sell
75,466
-18,275
-19% -$26.6K 0.01% 292
2023
Q3 		$202K Buy
+93,741
New +$281K 0.03% 263

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

James Investment Research's EOSE Position: Q2 2026 in Review

James Investment Research reduced its Eos Energy Enterprises (EOSE) stake by 59% in Q2 2026, selling an estimated $116K and leaving 11,443 shares worth $67.3K. The position accounts for 0.01% of the portfolio, ranked #363.

James Investment Research first reported a position in EOSE in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q3 2025. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • James Investment Research held 11,443 shares of Eos Energy Enterprises worth $67.3K as of Q2 2026.
  • James Investment Research sold 16,665 Eos Energy Enterprises shares in Q2 2026, an estimated $116K.
  • Eos Energy Enterprises made up 0.01% of James Investment Research's portfolio in Q2 2026, its #363 holding.
  • James Investment Research first reported a position in Eos Energy Enterprises in Q3 2023 and has held it in 12 quarters since.
  • James Investment Research's Eos Energy Enterprises position peaked at $1.16M in Q3 2025.
  • 348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.