Williams Jones Wealth Management’s Eos Energy Enterprises EOSE Stock Holding History

Williams Jones 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	-49,980	Closed	-$573K	–	518
2025 Q4	$573K	Sell	49,980 -32,520	-39%	-$467K	0.01%	328
2025 Q3	$940K	Buy	82,500 +6,000	+8%	+$41K	0.01%	257
2025 Q2	$392K	Buy	76,500 +27,500	+56%	+$135K	﹤0.01%	382
2025 Q1	$185K	Buy	49,000 +16,500	+51%	+$80.4K	﹤0.01%	460
2024 Q4	$158K	Buy	+32,500	New	+$105K	﹤0.01%	473
2023 Q2	–	Sell	-661,200	Closed	-$1.7M	–	543
2023 Q1	$1.7M	Buy	661,200 +307,700	+87%	+$534K	0.03%	220
2022 Q4	$523K	Buy	353,500 +86,000	+32%	+$111K	0.01%	350
2022 Q3	$447K	Buy	+267,500	New	+$584K	0.01%	369

Other funds holding EOSE

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

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

Williams Jones Wealth Management's EOSE Position: Q1 2026 in Review

Williams Jones Wealth Management sold out of Eos Energy Enterprises (EOSE) in Q1 2026, closing a stake of 49,980 shares — an estimated $573K sold.

Williams Jones Wealth Management first reported a position in EOSE in Q3 2022 and held it in 8 quarters. The position peaked at $1.7M in Q1 2023. 318 funds tracked by Wall St. Rank hold EOSE as of Q1 2026.

Williams Jones Wealth Management reported no remaining Eos Energy Enterprises position as of Q1 2026 after selling out during the quarter.
Williams Jones Wealth Management sold 49,980 Eos Energy Enterprises shares in Q1 2026, an estimated $573K.
Williams Jones Wealth Management first reported a position in Eos Energy Enterprises in Q3 2022 and held it in 8 quarters.
Williams Jones Wealth Management's Eos Energy Enterprises position peaked at $1.7M in Q1 2023.
318 funds tracked by Wall St. Rank held Eos Energy Enterprises as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.