LPL Financial
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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
Q1 		$49.6K Buy
+10,000
New +$107K ﹤0.01% 5789

Other funds holding EOSE

BlackRock
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
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

LPL Financial's EOSE Position: Q1 2026 in Review

LPL Financial increased its Eos Energy Enterprises (EOSE) stake by 32% in Q1 2026, buying an estimated $1.73M and bringing the position to 666,967 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #3016.

LPL Financial first reported a position in EOSE in Q4 2020 and has held it in 10 quarters since. The position peaked at $5.8M in Q4 2025. 316 funds tracked by Wall St. Rank hold EOSE as of Q1 2026.

  • LPL Financial held 666,967 shares of Eos Energy Enterprises worth $3.31M as of Q1 2026.
  • LPL Financial bought 161,094 Eos Energy Enterprises shares in Q1 2026, an estimated $1.73M.
  • Eos Energy Enterprises made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3016 holding.
  • LPL Financial first reported a position in Eos Energy Enterprises in Q4 2020 and has held it in 10 quarters since.
  • LPL Financial's Eos Energy Enterprises position peaked at $5.8M in Q4 2025.
  • 316 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.