SPIA
EOSE icon

Steward Partners Investment Advisory’s Eos Energy Enterprises EOSE Stock Holding History

Steward Partners Investment Advisory’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 		$13.4K Sell
2,282
-2,095
-48% -$14.6K ﹤0.01% 3582
2026
Q1 		$21.7K Buy
4,377
+672
+18% +$7.22K ﹤0.01% 3189
2025
Q4 		$42.5K Sell
3,705
-2,567
-41% -$36.9K ﹤0.01% 2761
2025
Q3 		$71.4K Hold
6,272
– – ﹤0.01% 2431
2025
Q2 		$32.1K Buy
6,272
+1,466
+31% +$7.19K ﹤0.01% 2704
2025
Q1 		$18.2K Hold
4,806
– – ﹤0.01% 2853
2024
Q4 		$23.4K Buy
4,806
+3,658
+319% +$11.8K ﹤0.01% 2708
2024
Q3 		$3.41K Buy
+1,148
New +$2.43K ﹤0.01% 3293
2023
Q3 		– Sell
-97
Closed -$421 – 3399
2023
Q2 		$421 Buy
+97
New +$254 ﹤0.01% 3200

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

Steward Partners Investment Advisory's EOSE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Eos Energy Enterprises (EOSE) stake by 48% in Q2 2026, selling an estimated $14.6K and leaving 2,282 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3582.

Steward Partners Investment Advisory first reported a position in EOSE in Q2 2023 and has held it in 9 quarters since. The position peaked at $71.4K in Q3 2025. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • Steward Partners Investment Advisory held 2,282 shares of Eos Energy Enterprises worth $13.4K as of Q2 2026.
  • Steward Partners Investment Advisory sold 2,095 Eos Energy Enterprises shares in Q2 2026, an estimated $14.6K.
  • Eos Energy Enterprises made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3582 holding.
  • Steward Partners Investment Advisory first reported a position in Eos Energy Enterprises in Q2 2023 and has held it in 9 quarters since.
  • Steward Partners Investment Advisory's Eos Energy Enterprises position peaked at $71.4K in Q3 2025.
  • 348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.