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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
Q2 		$3.28M Sell
558,108
-435,531
-44% -$3.03M 0.01% 961
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
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

NewEdge Advisors's EOSE Position: Q2 2026 in Review

NewEdge Advisors reduced its Eos Energy Enterprises (EOSE) stake by 44% in Q2 2026, selling an estimated $3.03M and leaving 558,108 shares worth $3.28M. The position accounts for 0.01% of the portfolio, ranked #961.

NewEdge Advisors first reported a position in EOSE in Q4 2022 and has held it in 15 quarters since. The position peaked at $24.4M in Q3 2025. 349 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • NewEdge Advisors held 558,108 shares of Eos Energy Enterprises worth $3.28M as of Q2 2026.
  • NewEdge Advisors sold 435,531 Eos Energy Enterprises shares in Q2 2026, an estimated $3.03M.
  • Eos Energy Enterprises made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #961 holding.
  • NewEdge Advisors first reported a position in Eos Energy Enterprises in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Eos Energy Enterprises position peaked at $24.4M in Q3 2025.
  • 349 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.