Powell Investment Advisors’s Eos Energy Enterprises EOSE Stock Holding History

Powell Investment 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
2025 Q3	–	Sell	-20,000	Closed	-$102K	–	171
2025 Q2	$102K	Buy	+20,000	New	+$98K	0.04%	141
2024 Q2	–	Sell	-70,000	Closed	-$72.1K	–	154
2024 Q1	$72.1K	Buy	70,000 +24,000	+52%	+$24.4K	0.04%	131
2023 Q4	$50.1K	Buy	46,000 +28,000	+156%	+$40.8K	0.03%	138
2023 Q3	$38.7K	Buy	+18,000	New	+$53.9K	0.02%	130
2020 Q4	–	Sell	-10,000	Closed	-$100K	–	113
2020 Q3	$100K	Buy	+10,000	New	+$103K	0.09%	99

Other funds holding EOSE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Powell Investment Advisors's EOSE Position: Q3 2025 in Review

Powell Investment Advisors sold out of Eos Energy Enterprises (EOSE) in Q3 2025, closing a stake of 20,000 shares — an estimated $102K sold.

Powell Investment Advisors first reported a position in EOSE in Q3 2020 and held it in 5 quarters. The position peaked at $102K in Q2 2025. 276 funds tracked by Wall St. Rank hold EOSE as of Q3 2025.

Powell Investment Advisors reported no remaining Eos Energy Enterprises position as of Q3 2025 after selling out during the quarter.
Powell Investment Advisors sold 20,000 Eos Energy Enterprises shares in Q3 2025, an estimated $102K.
Powell Investment Advisors first reported a position in Eos Energy Enterprises in Q3 2020 and held it in 5 quarters.
Powell Investment Advisors's Eos Energy Enterprises position peaked at $102K in Q2 2025.
276 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q3 2025.

Based on Powell Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.