NewEdge Advisors’s Eos Energy Enterprises EOSE Stock Holding History

NewEdge 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 Q1	$4.93M	Sell	993,639 -871,904	-47%	-$9.37M	0.02%	694
2025 Q4	$21M	Sell	1,865,543 -279,731	-13%	-$4.02M	0.08%	236
2025 Q3	$24.4M	Sell	2,145,274 -226,518	-10%	-$1.55M	0.11%	180
2025 Q2	$12.1M	Buy	2,371,792 +715,791	+43%	+$3.51M	0.06%	321
2025 Q1	$6.26M	Sell	1,656,001 -410,867	-20%	-$2M	0.04%	442
2024 Q4	$10M	Sell	2,066,868 -759,773	-27%	-$2.46M	0.06%	309
2024 Q3	$8.4M	Buy	2,826,641 +237,818	+9%	+$503K	0.05%	339
2024 Q2	$3.29M	Buy	2,588,823 +600,143	+30%	+$496K	0.02%	573
2024 Q1	$2.05M	Buy	1,988,680 +176,493	+10%	+$179K	0.02%	678
2023 Q4	$1.96M	Sell	1,812,187 -430,627	-19%	-$628K	0.02%	665
2023 Q3	$4.82M	Buy	2,242,814 +2,211,985	+7,175%	+$6.62M	0.05%	329
2023 Q2	$134K	Buy	30,829 +30,329	+6,066%	+$79.6K	﹤0.01%	1761
2023 Q1	$1.28K	Hold	500	–	–	﹤0.01%	3122
2022 Q4	$1	Buy	+500	New	+$648	﹤0.01%	4000

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

NewEdge Advisors's EOSE Position: Q1 2026 in Review

NewEdge Advisors reduced its Eos Energy Enterprises (EOSE) stake by 47% in Q1 2026, selling an estimated $9.37M and leaving 993,639 shares worth $4.93M. The position accounts for 0.02% of the portfolio, ranked #694.

NewEdge Advisors first reported a position in EOSE in Q4 2022 and has held it in 14 quarters since. The position peaked at $24.4M in Q3 2025. 316 funds tracked by Wall St. Rank hold EOSE as of Q1 2026.

NewEdge Advisors held 993,639 shares of Eos Energy Enterprises worth $4.93M as of Q1 2026.
NewEdge Advisors sold 871,904 Eos Energy Enterprises shares in Q1 2026, an estimated $9.37M.
Eos Energy Enterprises made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #694 holding.
NewEdge Advisors first reported a position in Eos Energy Enterprises in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's Eos Energy Enterprises position peaked at $24.4M in Q3 2025.
316 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.