Montag & Associates’s Eos Energy Enterprises EOSE Stock Holding History

Montag & 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	$136K	Buy	27,500 +10,941	+66%	+$118K	0.01%	467
2025 Q4	$190K	Sell	16,559 -1,800	-10%	-$25.9K	0.01%	419
2025 Q3	$209K	Hold	18,359	–	–	0.01%	393
2025 Q2	$94K	Buy	18,359 +2,800	+18%	+$13.7K	﹤0.01%	487
2025 Q1	$58.8K	Buy	15,559 +1,750	+13%	+$8.53K	﹤0.01%	584
2024 Q4	$67.1K	Buy	13,809 +2,400	+21%	+$7.76K	﹤0.01%	559
2024 Q3	$33.9K	Hold	11,409	–	–	﹤0.01%	664
2024 Q2	$14.5K	Hold	11,409	–	–	﹤0.01%	740
2024 Q1	$11.8K	Buy	+11,409	New	+$11.6K	﹤0.01%	749

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

Montag & Associates's EOSE Position: Q1 2026 in Review

Montag & Associates increased its Eos Energy Enterprises (EOSE) stake by 66% in Q1 2026, buying an estimated $118K and bringing the position to 27,500 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #467.

Montag & Associates first reported a position in EOSE in Q1 2024 and has held it in 9 quarters since. The position peaked at $209K in Q3 2025. 316 funds tracked by Wall St. Rank hold EOSE as of Q1 2026.

Montag & Associates held 27,500 shares of Eos Energy Enterprises worth $136K as of Q1 2026.
Montag & Associates bought 10,941 Eos Energy Enterprises shares in Q1 2026, an estimated $118K.
Eos Energy Enterprises made up 0.01% of Montag & Associates's portfolio in Q1 2026, its #467 holding.
Montag & Associates first reported a position in Eos Energy Enterprises in Q1 2024 and has held it in 9 quarters since.
Montag & Associates's Eos Energy Enterprises position peaked at $209K in Q3 2025.
316 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.