Souders Financial Advisors’s Eos Energy Enterprises EOSE Stock Holding History

Souders Financial 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
2026 Q2	$112K	Buy	19,087 +1,000	+6%	+$6.95K	0.01%	224
2026 Q1	$89.7K	Sell	18,087 -44,420	-71%	-$477K	0.01%	215
2025 Q4	$716K	Sell	62,507 -19,000	-23%	-$273K	0.08%	113
2025 Q3	$928K	Sell	81,507 -20,000	-20%	-$137K	0.11%	91
2025 Q2	$520K	Sell	101,507 -25,000	-20%	-$123K	0.07%	132
2025 Q1	$478K	Hold	126,507	–	–	0.07%	132
2024 Q4	$615K	Sell	126,507 -60,095	-32%	-$194K	0.09%	120
2024 Q3	$554K	Hold	186,602	–	–	0.08%	121
2024 Q2	$237K	Hold	186,602	–	–	0.04%	152
2024 Q1	$192K	Hold	186,602	–	–	0.03%	158
2023 Q4	$203K	Buy	186,602 +40,000	+27%	+$58.3K	0.03%	152
2023 Q3	$315K	Buy	+146,602	New	+$439K	0.06%	136

Other funds holding EOSE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Souders Financial Advisors's EOSE Position: Q2 2026 in Review

Souders Financial Advisors increased its Eos Energy Enterprises (EOSE) stake by 5.5% in Q2 2026, buying an estimated $6.95K and bringing the position to 19,087 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #224.

Souders Financial Advisors first reported a position in EOSE in Q3 2023 and has held it in 12 quarters since. The position peaked at $928K in Q3 2025. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

Souders Financial Advisors held 19,087 shares of Eos Energy Enterprises worth $112K as of Q2 2026.
Souders Financial Advisors bought 1,000 Eos Energy Enterprises shares in Q2 2026, an estimated $6.95K.
Eos Energy Enterprises made up 0.01% of Souders Financial Advisors's portfolio in Q2 2026, its #224 holding.
Souders Financial Advisors first reported a position in Eos Energy Enterprises in Q3 2023 and has held it in 12 quarters since.
Souders Financial Advisors's Eos Energy Enterprises position peaked at $928K in Q3 2025.
348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.