NW
EOSE icon

NewEdge Wealth’s Eos Energy Enterprises EOSE Stock Holding History

NewEdge Wealth’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 		$98.7K Hold
16,790
– – ﹤0.01% 1213
2026
Q1 		$83.3K Sell
16,790
-397
-2% -$4.27K ﹤0.01% 1109
2025
Q4 		$197K Buy
+17,187
New +$247K ﹤0.01% 1155
2022
Q3 		– Sell
-10,000
Closed -$12K – 550
2022
Q2 		$12K Buy
+10,000
New +$20.5K ﹤0.01% 551

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 Wealth's EOSE Position: Q2 2026 in Review

NewEdge Wealth held its Eos Energy Enterprises (EOSE) position steady in Q2 2026 at 16,790 shares worth $98.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

NewEdge Wealth first reported a position in EOSE in Q2 2022 and has held it in 4 quarters since. The position peaked at $197K in Q4 2025. 349 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • NewEdge Wealth held 16,790 shares of Eos Energy Enterprises worth $98.7K as of Q2 2026.
  • NewEdge Wealth left its Eos Energy Enterprises share count unchanged in Q2 2026.
  • Eos Energy Enterprises made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1213 holding.
  • NewEdge Wealth first reported a position in Eos Energy Enterprises in Q2 2022 and has held it in 4 quarters since.
  • NewEdge Wealth's Eos Energy Enterprises position peaked at $197K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.