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Joseph P. Lucia & Associates’s Eos Energy Enterprises EOSE Stock Holding History

Joseph P. Lucia & Associates’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 		– Sell
-13,747
Closed -$158K – 172
2025
Q4 		$158K Buy
13,747
+3,622
+36% +$52K 0.06% 164
2025
Q3 		$115K Buy
+10,125
New +$69.3K 0.04% 160

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Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

Joseph P. Lucia & Associates's EOSE Position: Q1 2026 in Review

Joseph P. Lucia & Associates sold out of Eos Energy Enterprises (EOSE) in Q1 2026, closing a stake of 13,747 shares — an estimated $158K sold.

Joseph P. Lucia & Associates first reported a position in EOSE in Q3 2025 and held it in 2 quarters. The position peaked at $158K in Q4 2025. 318 funds tracked by Wall St. Rank hold EOSE as of Q1 2026.

  • Joseph P. Lucia & Associates reported no remaining Eos Energy Enterprises position as of Q1 2026 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 13,747 Eos Energy Enterprises shares in Q1 2026, an estimated $158K.
  • Joseph P. Lucia & Associates first reported a position in Eos Energy Enterprises in Q3 2025 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Eos Energy Enterprises position peaked at $158K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q1 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2026, filed 15 May 2026.