Kestra Advisory Services’s Eos Energy Enterprises EOSE Stock Holding History

Kestra Advisory Services’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	$1.74M	Buy	351,395 +78,852	+29%	+$847K	0.01%	1388
2025 Q4	$3.12M	Sell	272,543 -39,603	-13%	-$569K	0.01%	970
2025 Q3	$3.56M	Sell	312,146 -96,472	-24%	-$660K	0.02%	862
2025 Q2	$2.09M	Buy	408,618 +35,920	+10%	+$176K	0.01%	1052
2025 Q1	$1.41M	Sell	372,698 -171,251	-31%	-$835K	0.01%	1171
2024 Q4	$2.64M	Buy	543,949 +284,645	+110%	+$921K	0.01%	858
2024 Q3	$770K	Buy	259,304 +207,479	+400%	+$439K	﹤0.01%	1496
2024 Q2	$65.8K	Buy	51,825 +7,000	+16%	+$5.78K	﹤0.01%	2548
2024 Q1	$46.2K	Buy	44,825 +28,000	+166%	+$28.5K	﹤0.01%	2404
2023 Q4	$18.3K	Sell	16,825 -281,440	-94%	-$410K	﹤0.01%	2250
2023 Q3	$641K	Buy	298,265 +275,190	+1,193%	+$824K	0.01%	1226
2023 Q2	$100K	Buy	+23,075	New	+$60.5K	﹤0.01%	1998

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

Kestra Advisory Services's EOSE Position: Q1 2026 in Review

Kestra Advisory Services increased its Eos Energy Enterprises (EOSE) stake by 29% in Q1 2026, buying an estimated $847K and bringing the position to 351,395 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #1388.

Kestra Advisory Services first reported a position in EOSE in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.56M in Q3 2025. 316 funds tracked by Wall St. Rank hold EOSE as of Q1 2026.

Kestra Advisory Services held 351,395 shares of Eos Energy Enterprises worth $1.74M as of Q1 2026.
Kestra Advisory Services bought 78,852 Eos Energy Enterprises shares in Q1 2026, an estimated $847K.
Eos Energy Enterprises made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1388 holding.
Kestra Advisory Services first reported a position in Eos Energy Enterprises in Q2 2023 and has held it in 12 quarters since.
Kestra Advisory Services's Eos Energy Enterprises position peaked at $3.56M in Q3 2025.
316 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.