LPL Financial
EOSE icon

LPL Financial’s Eos Energy Enterprises EOSE Stock Holding History

LPL Financial’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 		$4.66M Buy
793,271
+126,304
+19% +$878K ﹤0.01% 2867
2026
Q1 		$3.31M Buy
666,967
+161,094
+32% +$1.73M ﹤0.01% 3016
2025
Q4 		$5.8M Buy
505,873
+25,221
+5% +$362K ﹤0.01% 2406
2025
Q3 		$5.47M Buy
480,652
+410,358
+584% +$2.81M ﹤0.01% 2381
2025
Q2 		$360K Buy
70,294
+40,569
+136% +$199K ﹤0.01% 4638
2025
Q1 		$112K Buy
29,725
+2,850
+11% +$13.9K ﹤0.01% 5012
2024
Q4 		$131K Buy
26,875
+14,400
+115% +$46.6K ﹤0.01% 4933
2024
Q3 		$37.1K Buy
+12,475
New +$26.4K ﹤0.01% 5029
2021
Q3 		– Sell
-13,729
Closed -$247K – 4351
2021
Q2 		$247K Buy
13,729
+2,020
+17% +$32.6K ﹤0.01% 3748
2021
Q1 		$231K Sell
11,709
-33,912
-74% -$760K ﹤0.01% 3660
2020
Q4 		$951K Buy
+45,621
New +$588K ﹤0.01% 2222

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

LPL Financial's EOSE Position: Q2 2026 in Review

LPL Financial increased its Eos Energy Enterprises (EOSE) stake by 19% in Q2 2026, buying an estimated $878K and bringing the position to 793,271 shares worth $4.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2867.

LPL Financial first reported a position in EOSE in Q4 2020 and has held it in 11 quarters since. The position peaked at $5.8M in Q4 2025. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • LPL Financial held 793,271 shares of Eos Energy Enterprises worth $4.66M as of Q2 2026.
  • LPL Financial bought 126,304 Eos Energy Enterprises shares in Q2 2026, an estimated $878K.
  • Eos Energy Enterprises made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2867 holding.
  • LPL Financial first reported a position in Eos Energy Enterprises in Q4 2020 and has held it in 11 quarters since.
  • LPL Financial's Eos Energy Enterprises position peaked at $5.8M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.