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Shelton Wealth Management’s Eos Energy Enterprises EOSE Stock Holding History

Shelton Wealth Management’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
Q1 		– Sell
-24,328
Closed -$279K – 150
2025
Q4 		$279K Buy
24,328
+3,451
+17% +$49.6K 0.12% 113
2025
Q3 		$238K Buy
+20,877
New +$143K 0.11% 118

Other funds holding EOSE

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Shelton Wealth Management's EOSE Position: Q1 2026 in Review

Shelton Wealth Management sold out of Eos Energy Enterprises (EOSE) in Q1 2026, closing a stake of 24,328 shares — an estimated $279K sold.

Shelton Wealth Management first reported a position in EOSE in Q3 2025 and held it in 2 quarters. The position peaked at $279K in Q4 2025. 316 funds tracked by Wall St. Rank hold EOSE as of Q1 2026.

  • Shelton Wealth Management reported no remaining Eos Energy Enterprises position as of Q1 2026 after selling out during the quarter.
  • Shelton Wealth Management sold 24,328 Eos Energy Enterprises shares in Q1 2026, an estimated $279K.
  • Shelton Wealth Management first reported a position in Eos Energy Enterprises in Q3 2025 and held it in 2 quarters.
  • Shelton Wealth Management's Eos Energy Enterprises position peaked at $279K in Q4 2025.
  • 316 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q1 2026.

Based on Shelton Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.