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EOS Energy Enterprises Inc (EOSE)

CUSIP: 29415C101 | NYSE | Industrials · Electrical Equipment & Parts | Small Cap | 687 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ACerberus Capital Management II, L.P.
with CCM Frontier JV Holdco, LLC, CCM Frontier Power USA Holdings, LP, CCM Frontier Power USA Holdings GP, LLC, +1 more
175,829,98632.6%+16,242,332Aug 4, 2026No 13F filer matched
13D/ACerberus Capital Management II, L.P.175,829,986
32.6% of class · Aug 4, 2026+16,242,332
with CCM Frontier JV Holdco, LLC, CCM Frontier Power USA Holdings, LP, CCM Frontier Power USA Holdings GP, LLC, +1 more
No 13F filer matched

Institutional Holders — Q3 2026

Simplex Trading, LLC1,293,587
0.0% of portfolio›$4.0M
Barings LLC1,204,430
0.1% of portfolio›$3.7M
Alps Advisors Inc536,590
0.0% of portfolio›$1.6M
J. Derek Lewis & Associates Inc.291,000
0.2% of portfolio›$953.2K
Bouvel Investment Partners, LLC270,022
0.2% of portfolio›$827.6K
J. Safra Sarasin Holding AG244,538
0.0% of portfolio›$749.5K
Kestra Advisory Services, LLC232,747
0.0% of portfolio›$713.4K
Lido Advisors, LLC219,243
0.0% of portfolio›$672.0K
Inspire Investing, LLC205,065
0.0% of portfolio›$628.5K
Meridian Wealth Management, LLC187,043
0.0% of portfolio›$573.3K
Citigroup Inc184,222
0.0% of portfolio›$564.6K
Citizens Financial Group Inc180,798
0.0% of portfolio›$554.1K
Vontobel Holding Ltd.150,741
0.0% of portfolio›$462.0K
Creative Planning131,750
0.0% of portfolio›$403.8K
Mitsubishi UFJ Asset Management Co., Ltd.121,478
0.0% of portfolio›$372.3K
Arizona State Retirement System99,675
0.0% of portfolio›$305.5K
Lauer Wealth, LLC88,820
0.2% of portfolio›$245.6K
ProShare Advisors LLC77,923
0.0% of portfolio›$238.8K
L.K. Benson & Company, P.C.77,115
0.1% of portfolio›$236.4K
DekaBank Deutsche Girozentrale75,651
0.0% of portfolio›$231.0K
Schorn Wealth LLC74,506
0.1% of portfolio›$228.4K
Cullen T Bankers, Inc.70,000
0.0% of portfolio›$214.6K
Heck Capital Advisors, LLC69,115
0.0% of portfolio›$211.8K
Cambridge Investment Research Advisors, Inc.66,742
0.0% of portfolio›$205.0K
Adams Natural Resources Fund, Inc.62,600
0.0% of portfolio›$191.9K
Essex Investment Management Co LLC60,425
0.0% of portfolio›$185.2K
SteelPeak Wealth, LLC57,569
0.0% of portfolio›$176.5K
Flagship Private Wealth, LLC55,067
0.1% of portfolio›$168.8K
Pictet Asset Management Holding SA52,409
0.0% of portfolio›$160.6K
Net Worth Advisory Group49,286
0.0% of portfolio›$154.8K
Richards, Merrill & Peterson, Inc.49,045
0.0% of portfolio›$150.3K
Principal Financial Group Inc41,428
0.0% of portfolio›$127.0K
State of Wyoming40,195
0.0% of portfolio›$123.2K
Caitong International Asset Management Co., Ltd38,085
0.0% of portfolio›$116.7K
Rinkey Investments35,877
0.0% of portfolio›$110.0K
Apella Capital, LLC35,177
0.0% of portfolio›$109.1K
Xponance LLC34,589
0.0% of portfolio›$106.0K
Byrne Asset Management LLC34,460
0.1% of portfolio›$108.2K
KPP Advisory Services LLC31,483
0.0% of portfolio›$96.5K
StoneX Group Inc.30,254
0.0% of portfolio›$94.9K
Montag A & Associates Inc30,000
0.0% of portfolio›$92.0K
Wealth Enhancement Advisory Services, LLC28,681
0.0% of portfolio›$79.3K
Commonwealth Equity Services, LLC27,035
0.0% of portfolio›$82.9K
Fiscal Wisdom Wealth Management, LLC26,129
0.1% of portfolio›$80.1K
Perigon Wealth Management, LLC25,656
0.0% of portfolio›$78.6K
Chicago Partners Investment Group LLC25,464
0.0% of portfolio›$44.1K
Swiss Life Asset Management Ltd23,422
0.0% of portfolio›$71.8K
Independent Financial Group, LLC23,391
0.0% of portfolio›$71.7K
Gainplan LLC23,144
0.0% of portfolio›$70.9K
Farther Finance Advisors, LLC20,020
0.0% of portfolio›$61.4K
Eagle Global Advisors LLC20,000
0.0% of portfolio›$61.3K
Apollon Wealth Management, LLC20,000
0.0% of portfolio›$61.3K
Financial Management Network Inc18,853
0.0% of portfolio›$60.5K
Wespac Advisors, LLC18,398
0.0% of portfolio›$56.4K
Fulcrum Asset Management LLP17,811
0.0% of portfolio›$55.4K
Souders Financial Advisors17,075
0.0% of portfolio›$52.3K
SBI Securities Co., Ltd.17,039
0.0% of portfolio›$52.2K
United Advisor Group, LLC16,550
0.0% of portfolio›$50.7K
CIBC Asset Management Inc16,193
0.0% of portfolio›$49.6K
Anchyra Partners LLC15,241
0.0% of portfolio›$46.7K
Ledgewood Wealth Advisors, LLC15,000
0.0% of portfolio›$46.0K
James Investment Research, Inc.13,019
0.0% of portfolio›$39.9K
Capital Square, LLC12,860
0.0% of portfolio›$39.4K
Prospera Financial Services Inc12,850
0.0% of portfolio›$24.3K
Sterling Capital Management LLC11,634
0.0% of portfolio›$35.7K
Miller Howard Investments Inc11,610
0.0% of portfolio›$35.6K
Truist Financial Corp11,392
0.0% of portfolio›$34.9K
Integrity Advisory Solutions, LLC11,313
0.0% of portfolio›$34.7K
Embree Financial Group11,300
0.0% of portfolio›$34.6K
Laurel OAK Wealth Management, LLC11,042
0.0% of portfolio›$33.8K
Lake Street Private Wealth, LLC10,772
0.0% of portfolio›$33.0K
KBC Group NV10,726
0.0% of portfolio›$33.0K
SAX Wealth Advisors, LLC10,250
0.0% of portfolio›$31.4K
HUB Investment Partners, LLC10,229
0.0% of portfolio›$31.4K
Kestra Private Wealth Services, LLC10,100
0.0% of portfolio›$31.0K
KFA Private Wealth Group, LLC10,000
0.0% of portfolio›$30.7K
Lodestone Wealth Management LLC9,658
0.0% of portfolio›$29.6K
Signaturefd, LLC7,262
0.0% of portfolio›$22.3K
Parallel Advisors, LLC5,393
0.0% of portfolio›$16.5K
Strategic Advocates LLC5,000
0.1% of portfolio›$15.3K
Gamma Investing LLC3,483
0.0% of portfolio›$10.7K
Legacy Bridge, LLC3,150
0.0% of portfolio›$9.7K
Parkside Financial Bank & Trust2,946
0.0% of portfolio›$9.0K
Summit Securities Group LLC2,439
0.0% of portfolio›$7.5K
JFS Wealth Advisors, LLC2,266
0.0% of portfolio›$6.9K
Nisa Investment Advisors, LLC2,160
0.0% of portfolio›$6.6K
Harbor Capital Advisors, Inc.1,531
0.0% of portfolio›$5
Stone House Investment Management, LLC1,400
0.0% of portfolio›$4.3K
Avion Wealth1,070
0.0% of portfolio›$3
Blue Trust, Inc.1,000
0.0% of portfolio›$3.1K
Your Advocates Ltd., LLP1,000
0.0% of portfolio›$3.1K
Creative Financial Designs Inc1,000
0.0% of portfolio›$3.1K
Spire Wealth Management959
0.0% of portfolio›$2.9K
IFP Advisors, Inc886
0.0% of portfolio›$2.7K
EverSource Wealth Advisors, LLC761
0.0% of portfolio›$2.3K
Westside Investment Management, Inc.500
0.0% of portfolio›$1.5K
Pinnacle Wealth Planning Services, Inc.191
0.0% of portfolio›$585
Fortitude Family Office, LLC88
0.0% of portfolio›$270
Covestor Ltd71
0.0% of portfolio›$0
Root Financial Partners, LLC39
0.0% of portfolio›$120
Arlington Trust Co LLC26
0.0% of portfolio›$80
StyleTurnoverLocationFiled
Simplex Trading, LLC
1,293,587$4.0M0.0%CoreVery HighChicago, IL2026-11-04
Barings LLC
1,204,430$3.7M0.1%ETFLowCharlotte, NC2026-10-22
Alps Advisors Inc
536,590$1.6M0.0%YieldLowDenver, CO2026-11-03
J. Derek Lewis & Associates Inc.
291,000$953.2K0.2%ETFLowNewport Beach, CA2026-11-03
Bouvel Investment Partners, LLC
270,022$827.6K0.2%Agg GrowthMediumPhoenixville, PA2026-10-13
J. Safra Sarasin Holding AG
244,538$749.5K0.0%CoreMediumBasel, Switzerland2026-10-26
Kestra Advisory Services, LLC
232,747$713.4K0.0%CoreLowAustin, TX2026-11-02
Lido Advisors, LLC
219,243$672.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Inspire Investing, LLC
205,065$628.5K0.0%GARPHighMeridian, ID2026-10-22
Meridian Wealth Management, LLC
187,043$573.3K0.0%GrowthLowLexington, KY2026-11-05
Citigroup Inc
184,222$564.6K0.0%CoreMediumNew York, NY2026-11-04
Citizens Financial Group Inc
180,798$554.1K0.0%GrowthLowProvidence, RI2026-10-23
Vontobel Holding Ltd.
150,741$462.0K0.0%CoreMediumZurich, Switzerland2026-10-16
Creative Planning
131,750$403.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
121,478$372.3K0.0%IndexVery LowTokyo, Mexico2026-11-05
Arizona State Retirement System
99,675$305.5K0.0%IndexVery LowPhoenix, AZ2026-11-03
Lauer Wealth, LLC
88,820$245.6K0.2%ETFMediumValparaiso, IN2026-10-13
ProShare Advisors LLC
77,923$238.8K0.0%GrowthLowBethesda, MD2026-10-29
L.K. Benson & Company, P.C.
77,115$236.4K0.1%YieldVery LowTimonium, MD2026-10-23
DekaBank Deutsche Girozentrale
75,651$231.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Schorn Wealth LLC
74,506$228.4K0.1%ETFLowEnglewood, FL2026-10-14
Cullen T Bankers, Inc.
70,000$214.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Heck Capital Advisors, LLC
69,115$211.8K0.0%ETFMediumRhinelander, WI2026-10-14
Cambridge Investment Research Advisors, Inc.
66,742$205.0K0.0%ETFLowFairfield, IA2026-11-02
Adams Natural Resources Fund, Inc.
62,600$191.9K0.0%GARPMediumBaltimore, MD2026-10-21
Essex Investment Management Co LLC
60,425$185.2K0.0%GrowthMediumBoston, MA2026-10-19
SteelPeak Wealth, LLC
57,569$176.5K0.0%GrowthHighWoodland Hills, CA2026-10-16
Flagship Private Wealth, LLC
55,067$168.8K0.1%ETFLowWoburn, MA2026-11-05
Pictet Asset Management Holding SA
52,409$160.6K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Net Worth Advisory Group
49,286$154.8K0.0%GARPMediumSandy, UT2026-10-20
Richards, Merrill & Peterson, Inc.
49,045$150.3K0.0%GrowthLowSpokane, WA2026-10-19
Principal Financial Group Inc
41,428$127.0K0.0%CoreLowDes Moines, IA2026-11-02
State of Wyoming
40,195$123.2K0.0%ValueHighCheyenne, WY2026-10-28
Caitong International Asset Management Co., Ltd
38,085$116.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Rinkey Investments
35,877$110.0K0.0%ETFLowSan Diego, CA2026-10-28
Apella Capital, LLC
35,177$109.1K0.0%ETFVery LowWest Hartford, CT2026-10-08
Xponance LLC
34,589$106.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Byrne Asset Management LLC
34,460$108.2K0.1%CoreLowKingston, NJ2026-10-06
KPP Advisory Services LLC
31,483$96.5K0.0%GrowthMediumLouisville, KY2026-10-26
StoneX Group Inc.
30,254$94.9K0.0%ETFMediumNew York, NY2026-11-03
Montag A & Associates Inc
30,000$92.0K0.0%CoreLowAtlanta, GA2026-10-29
Wealth Enhancement Advisory Services, LLC
28,681$79.3K0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
27,035$82.9K0.0%ETFLowWaltham, MA2026-11-02
Fiscal Wisdom Wealth Management, LLC
26,129$80.1K0.1%ETFMediumCanton, CT2026-10-16
Perigon Wealth Management, LLC
25,656$78.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Chicago Partners Investment Group LLC
25,464$44.1K0.0%GARPLowChicago, IL2026-10-27
Swiss Life Asset Management Ltd
23,422$71.8K0.0%CoreLowZurich, Switzerland2026-11-03
Independent Financial Group, LLC
23,391$71.7K0.0%GrowthLowSan Diego, CA2026-10-13
Gainplan LLC
23,144$70.9K0.0%ETFHighBloomfield Hills, MI2026-10-09
Farther Finance Advisors, LLC
20,020$61.4K0.0%IndexLowSan Francisco, CA2026-10-08
Eagle Global Advisors LLC
20,000$61.3K0.0%CoreLowHouston, TX2026-11-02
Apollon Wealth Management, LLC
20,000$61.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Financial Management Network Inc
18,853$60.5K0.0%ETFLowMission Viejo, CA2026-10-09
Wespac Advisors, LLC
18,398$56.4K0.0%ETFHighOrinda, CA2026-10-26
Fulcrum Asset Management LLP
17,811$55.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Souders Financial Advisors
17,075$52.3K0.0%ETFLowCincinnati, OH2026-11-03
SBI Securities Co., Ltd.
17,039$52.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
United Advisor Group, LLC
16,550$50.7K0.0%ETFLowCincinnati, OH2026-11-03
CIBC Asset Management Inc
16,193$49.6K0.0%GARPLowToronto, South Africa2026-11-05
Anchyra Partners LLC
15,241$46.7K0.0%CoreLowAtlanta, GA2026-10-13
Ledgewood Wealth Advisors, LLC
15,000$46.0K0.0%ETFLowExeter, NH2026-10-09
James Investment Research, Inc.
13,019$39.9K0.0%CoreLowAlpha, OH2026-10-22
Capital Square, LLC
12,860$39.4K0.0%YieldMediumAthens, TN2026-10-19
Prospera Financial Services Inc
12,850$24.3K0.0%CoreMediumDallas, TX2026-11-04
Sterling Capital Management LLC
11,634$35.7K0.0%GARPMediumCharlotte, NC2026-10-22
Miller Howard Investments Inc
11,610$35.6K0.0%YieldMediumKingston, NY2026-10-26
Truist Financial Corp
11,392$34.9K0.0%CoreLowCharlotte, NC2026-10-30
Integrity Advisory Solutions, LLC
11,313$34.7K0.0%ETFMediumDallas, TX2026-10-29
Embree Financial Group
11,300$34.6K0.0%ETFLowChicago, IL2026-10-22
Laurel OAK Wealth Management, LLC
11,042$33.8K0.0%GrowthLowMarlton, NJ2026-10-19
Lake Street Private Wealth, LLC
10,772$33.0K0.0%GrowthLowChicago, IL2026-10-22
KBC Group NV
10,726$33.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
SAX Wealth Advisors, LLC
10,250$31.4K0.0%ETFVery LowParsippany, NJ2026-10-13
HUB Investment Partners, LLC
10,229$31.4K0.0%GrowthLowAustin, TX2026-11-03
Kestra Private Wealth Services, LLC
10,100$31.0K0.0%GrowthLowAustin, TX2026-10-30
KFA Private Wealth Group, LLC
10,000$30.7K0.0%ETFLowTysons, VA2026-10-07
Lodestone Wealth Management LLC
9,658$29.6K0.0%CoreLowSpokane, WA2026-10-14
Signaturefd, LLC
7,262$22.3K0.0%IndexLowAtlanta, GA2026-10-23
Parallel Advisors, LLC
5,393$16.5K0.0%IndexLowSan Francisco, CA2026-11-03
Strategic Advocates LLC
5,000$15.3K0.1%GrowthLowSacramento, CA2026-11-03
Gamma Investing LLC
3,483$10.7K0.0%IndexVery LowFoster City, CA2026-10-08
Legacy Bridge, LLC
3,150$9.7K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Parkside Financial Bank & Trust
2,946$9.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Summit Securities Group LLC
2,439$7.5K0.0%CoreVery HighNew York, NY2026-11-05
JFS Wealth Advisors, LLC
2,266$6.9K0.0%ETFVery LowHermitage, PA2026-11-03
Nisa Investment Advisors, LLC
2,160$6.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Harbor Capital Advisors, Inc.
1,531$50.0%ValueHighChicago, IL2026-10-22
Stone House Investment Management, LLC
1,400$4.3K0.0%ETFMediumTunkhannock, PA2026-10-23
Avion Wealth
1,070$30.0%ETFLowThe Woodlands, TX2026-11-04
Blue Trust, Inc.
1,000$3.1K0.0%ETFLowBrentwood, TN2026-10-15
Your Advocates Ltd., LLP
1,000$3.1K0.0%ETFLowHouston, TX2026-11-03
Creative Financial Designs Inc
1,000$3.1K0.0%ETFMediumKokomo, IN2026-11-04
Spire Wealth Management
959$2.9K0.0%GrowthMediumMclean, VA2026-10-30
IFP Advisors, Inc
886$2.7K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
761$2.3K0.0%CoreMediumBirmingham, AL2026-11-04
Westside Investment Management, Inc.
500$1.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Pinnacle Wealth Planning Services, Inc.
191$5850.0%GARPLowMansfield, OH2026-10-27
Fortitude Family Office, LLC
88$2700.0%ETFMediumScottsdale, AZ2026-10-14
Covestor Ltd
71$00.0%ValueHighLondon, United Kingdom2026-10-30
Root Financial Partners, LLC
39$1200.0%ETFMediumEncinitas, CA2026-10-21
Arlington Trust Co LLC
26$800.0%ETFMediumBirmingham, AL2026-10-20