Wealth Enhancement Advisory Services
EOSE icon

Wealth Enhancement Advisory Services’s Eos Energy Enterprises EOSE Stock Holding History

Wealth Enhancement Advisory Services’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 		$135K Buy
30,766
+174
+0.6% +$1.21K ﹤0.01% 3726
2026
Q1 		$152K Sell
30,592
-4,862
-14% -$52.2K ﹤0.01% 3225
2025
Q4 		$502K Sell
35,454
-14,537
-29% -$209K ﹤0.01% 2480
2025
Q3 		$683K Sell
49,991
-5,299
-10% -$36.2K ﹤0.01% 2120
2025
Q2 		$281K Buy
55,290
+4,923
+10% +$24.1K ﹤0.01% 2699
2025
Q1 		$190K Sell
50,367
-9,777
-16% -$47.7K ﹤0.01% 2641
2024
Q4 		$292K Sell
60,144
-41,252
-41% -$133K ﹤0.01% 2405
2024
Q3 		$301K Hold
101,396
– – ﹤0.01% 2182
2024
Q2 		$129K Buy
101,396
+28
+0% +$23 ﹤0.01% 2369
2024
Q1 		$104K Buy
101,368
+65,442
+182% +$66.5K ﹤0.01% 2283
2023
Q4 		$39.2K Sell
35,926
-80,325
-69% -$117K ﹤0.01% 2226
2023
Q3 		$250K Buy
+116,251
New +$348K ﹤0.01% 1853

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

Wealth Enhancement Advisory Services's EOSE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Eos Energy Enterprises (EOSE) stake by 0.57% in Q2 2026, buying an estimated $1.21K and bringing the position to 30,766 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #3726.

Wealth Enhancement Advisory Services first reported a position in EOSE in Q3 2023 and has held it in 12 quarters since. The position peaked at $683K in Q3 2025. 348 funds tracked by Wall St. Rank hold EOSE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 30,766 shares of Eos Energy Enterprises worth $135K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 174 Eos Energy Enterprises shares in Q2 2026, an estimated $1.21K.
  • Eos Energy Enterprises made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3726 holding.
  • Wealth Enhancement Advisory Services first reported a position in Eos Energy Enterprises in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Eos Energy Enterprises position peaked at $683K in Q3 2025.
  • 348 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.