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Root Financial Partners’s Eos Energy Enterprises EOSE Stock Holding History

Root Financial Partners’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 		– Sell
-336
Closed -$1.67K – 1249
2026
Q1 		$1.67K Buy
336
+106
+46% +$1.14K ﹤0.01% 2394
2025
Q4 		$2.64K Buy
+230
New +$3.31K ﹤0.01% 1942

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

Root Financial Partners's EOSE Position: Q2 2026 in Review

Root Financial Partners sold out of Eos Energy Enterprises (EOSE) in Q2 2026, closing a stake of 336 shares — an estimated $1.67K sold.

Root Financial Partners first reported a position in EOSE in Q4 2025 and held it in 2 quarters. The position peaked at $2.64K in Q4 2025. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • Root Financial Partners reported no remaining Eos Energy Enterprises position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 336 Eos Energy Enterprises shares in Q2 2026, an estimated $1.67K.
  • Root Financial Partners first reported a position in Eos Energy Enterprises in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Eos Energy Enterprises position peaked at $2.64K in Q4 2025.
  • 348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.