Stifel Financial
EOSE icon

Stifel Financial’s Eos Energy Enterprises EOSE Stock Holding History

Stifel Financial’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 		$26M Buy
4,418,639
+280,084
+7% +$1.95M 0.02% 582
2026
Q1 		$20.5M Sell
4,138,555
-97,268
-2% -$1.05M 0.02% 627
2025
Q4 		$48.5M Sell
4,235,823
-388,375
-8% -$5.58M 0.04% 366
2025
Q3 		$52.7M Sell
4,624,198
-349,095
-7% -$2.39M 0.05% 347
2025
Q2 		$25.5M Buy
4,973,293
+286,218
+6% +$1.4M 0.02% 514
2025
Q1 		$17.7M Sell
4,687,075
-291,003
-6% -$1.42M 0.02% 610
2024
Q4 		$24.2M Buy
4,978,078
+297,909
+6% +$964K 0.03% 504
2024
Q3 		$13.9M Sell
4,680,169
-263,412
-5% -$557K 0.01% 732
2024
Q2 		$6.28M Buy
4,943,581
+439,973
+10% +$364K 0.01% 1018
2024
Q1 		$4.64M Buy
4,503,608
+1,082,721
+32% +$1.1M 0.01% 1192
2023
Q4 		$3.73M Buy
3,420,887
+2,490,682
+268% +$3.63M ﹤0.01% 1271
2023
Q3 		$2M Buy
930,205
+776,110
+504% +$2.32M ﹤0.01% 1596
2023
Q2 		$669K Buy
154,095
+117,109
+317% +$307K ﹤0.01% 2351
2023
Q1 		$95.1K Buy
36,986
+16,986
+85% +$29.5K ﹤0.01% 3181
2022
Q4 		$29.6K Buy
+20,000
New +$25.9K ﹤0.01% 3224
2021
Q2 		– Sell
-48,906
Closed -$964K – 3327
2021
Q1 		$964K Buy
+48,906
New +$1.1M ﹤0.01% 2013

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

Stifel Financial's EOSE Position: Q2 2026 in Review

Stifel Financial increased its Eos Energy Enterprises (EOSE) stake by 6.8% in Q2 2026, buying an estimated $1.95M and bringing the position to 4,418,639 shares worth $26M. The position accounts for 0.02% of the portfolio, ranked #582.

Stifel Financial first reported a position in EOSE in Q1 2021 and has held it in 16 quarters since. The position peaked at $52.7M in Q3 2025. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • Stifel Financial held 4,418,639 shares of Eos Energy Enterprises worth $26M as of Q2 2026.
  • Stifel Financial bought 280,084 Eos Energy Enterprises shares in Q2 2026, an estimated $1.95M.
  • Eos Energy Enterprises made up 0.02% of Stifel Financial's portfolio in Q2 2026, its #582 holding.
  • Stifel Financial first reported a position in Eos Energy Enterprises in Q1 2021 and has held it in 16 quarters since.
  • Stifel Financial's Eos Energy Enterprises position peaked at $52.7M in Q3 2025.
  • 348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.