Morgan Stanley
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Morgan Stanley’s Eos Energy Enterprises EOSE Stock Holding History

Morgan Stanley’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 		$31.2M Buy
5,313,829
+2,353,045
+79% +$16.4M ﹤0.01% 2685
2026
Q1 		$14.7M Sell
2,960,784
-308,915
-9% -$3.32M ﹤0.01% 3234
2025
Q4 		$37.5M Sell
3,269,699
-1,031,553
-24% -$14.8M ﹤0.01% 2367
2025
Q3 		$49M Buy
4,301,252
+48,590
+1% +$332K ﹤0.01% 2026
2025
Q2 		$21.8M Buy
4,252,662
+2,791,740
+191% +$13.7M ﹤0.01% 2713
2025
Q1 		$5.52M Buy
1,460,922
+245,985
+20% +$1.2M ﹤0.01% 3849
2024
Q4 		$5.9M Buy
1,214,937
+683,974
+129% +$2.21M ﹤0.01% 3860
2024
Q3 		$1.58M Sell
530,963
-140,143
-21% -$297K ﹤0.01% 4786
2024
Q2 		$852K Buy
671,106
+71,541
+12% +$59.1K ﹤0.01% 5055
2024
Q1 		$618K Sell
599,565
-144,092
-19% -$146K ﹤0.01% 5213
2023
Q4 		$811K Buy
743,657
+480,674
+183% +$701K ﹤0.01% 5040
2023
Q3 		$565K Sell
262,983
-2,668,407
-91% -$7.99M ﹤0.01% 5112
2023
Q2 		$12.7M Buy
2,931,390
+2,606,750
+803% +$6.84M ﹤0.01% 2934
2023
Q1 		$834K Buy
324,640
+302,630
+1,375% +$525K ﹤0.01% 4957
2022
Q4 		$32.6K Sell
22,010
-23,732
-52% -$30.7K ﹤0.01% 6476
2022
Q3 		$78K Sell
45,742
-301,079
-87% -$657K ﹤0.01% 6206
2022
Q2 		$420K Buy
346,821
+330,117
+1,976% +$677K ﹤0.01% 5502
2022
Q1 		$70K Sell
16,704
-13,627
-45% -$56.2K ﹤0.01% 6522
2021
Q4 		$227K Buy
30,331
+4,348
+17% +$44.2K ﹤0.01% 5997
2021
Q3 		$364K Sell
25,983
-63,562
-71% -$941K ﹤0.01% 5680
2021
Q2 		$1.61M Buy
89,545
+12,625
+16% +$204K ﹤0.01% 4796
2021
Q1 		$1.52M Buy
76,920
+11,380
+17% +$255K ﹤0.01% 4468
2020
Q4 		$1.37M Buy
65,540
+63,831
+3,735% +$823K ﹤0.01% 4457
2020
Q3 		$17K Buy
+1,709
New +$17.7K ﹤0.01% 6111

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Morgan Stanley's EOSE Position: Q2 2026 in Review

Morgan Stanley increased its Eos Energy Enterprises (EOSE) stake by 79% in Q2 2026, buying an estimated $16.4M and bringing the position to 5,313,829 shares worth $31.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2685.

Morgan Stanley first reported a position in EOSE in Q3 2020 and has held it in 24 quarters since. The position peaked at $49M in Q3 2025. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • Morgan Stanley held 5,313,829 shares of Eos Energy Enterprises worth $31.2M as of Q2 2026.
  • Morgan Stanley bought 2,353,045 Eos Energy Enterprises shares in Q2 2026, an estimated $16.4M.
  • Eos Energy Enterprises made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2685 holding.
  • Morgan Stanley first reported a position in Eos Energy Enterprises in Q3 2020 and has held it in 24 quarters since.
  • Morgan Stanley's Eos Energy Enterprises position peaked at $49M in Q3 2025.
  • 348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.