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SFMG Wealth Advisors’s Eos Energy Enterprises EOSE Stock Holding History

SFMG Wealth 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
Q4 		– Sell
-10,084
Closed -$115K – 316
2025
Q3 		$115K Hold
10,084
– – 0.01% 301
2025
Q2 		$51.6K Buy
+10,084
New +$49.4K ﹤0.01% 275

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Vanguard Group
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DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

SFMG Wealth Advisors's EOSE Position: Q4 2025 in Review

SFMG Wealth Advisors sold out of Eos Energy Enterprises (EOSE) in Q4 2025, closing a stake of 10,084 shares — an estimated $115K sold.

SFMG Wealth Advisors first reported a position in EOSE in Q2 2025 and held it in 2 quarters. The position peaked at $115K in Q3 2025. 322 funds tracked by Wall St. Rank hold EOSE as of Q4 2025.

  • SFMG Wealth Advisors reported no remaining Eos Energy Enterprises position as of Q4 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 10,084 Eos Energy Enterprises shares in Q4 2025, an estimated $115K.
  • SFMG Wealth Advisors first reported a position in Eos Energy Enterprises in Q2 2025 and held it in 2 quarters.
  • SFMG Wealth Advisors's Eos Energy Enterprises position peaked at $115K in Q3 2025.
  • 322 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q4 2025.

Based on SFMG Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.