Ledgewood Wealth Advisors’s Eos Energy Enterprises EOSE Stock Holding History

Ledgewood Wealth Advisors’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	$88.2K	Hold	15,000	–	–	0.05%	76
2026 Q1	$74.4K	Hold	15,000	–	–	0.04%	72
2025 Q4	$172K	Hold	15,000	–	–	0.1%	68
2025 Q3	$171K	Hold	15,000	–	–	0.1%	71
2025 Q2	$76.8K	Hold	15,000	–	–	0.05%	67
2025 Q1	$56.7K	Hold	15,000	–	–	0.04%	68
2024 Q4	$72.9K	Sell	15,000 -8,000	-35%	-$25.9K	0.05%	68
2024 Q3	$68.3K	Hold	23,000	–	–	0.05%	71
2024 Q2	$29.2K	Hold	23,000	–	–	0.03%	60
2024 Q1	$23.7K	Hold	23,000	–	–	0.02%	61
2023 Q4	$25.1K	Buy	+23,000	New	+$33.5K	0.02%	58

Other funds holding EOSE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ledgewood Wealth Advisors's EOSE Position: Q2 2026 in Review

Ledgewood Wealth Advisors held its Eos Energy Enterprises (EOSE) position steady in Q2 2026 at 15,000 shares worth $88.2K. The position accounts for 0.05% of the portfolio, ranked #76.

Ledgewood Wealth Advisors first reported a position in EOSE in Q4 2023 and has held it in 11 quarters since. The position peaked at $172K in Q4 2025. 349 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

Ledgewood Wealth Advisors held 15,000 shares of Eos Energy Enterprises worth $88.2K as of Q2 2026.
Ledgewood Wealth Advisors left its Eos Energy Enterprises share count unchanged in Q2 2026.
Eos Energy Enterprises made up 0.05% of Ledgewood Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Ledgewood Wealth Advisors first reported a position in Eos Energy Enterprises in Q4 2023 and has held it in 11 quarters since.
Ledgewood Wealth Advisors's Eos Energy Enterprises position peaked at $172K in Q4 2025.
349 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on Ledgewood Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.