Position in EOSE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,308,156
-$2,489,148 QoQ
Shares Held
666,967
+31.8% QoQ
Ownership
0.196%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EOSE Over Time
Shares Held
Position Value (USD)
Derivatives in EOSE
reported options exposure · as of Mar 31, 2026CallValue
$49,600
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026LPL Financial LLC holds $342,711,220 across 27 Electrical Equipment & Parts names. EOSE ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
772,033 | $193,456,029 | |
| 2 | BE |
Bloom Energy Corp
|
380,715 | $51,583,075 | |
| 3 | NVT |
nVent Electric plc
|
252,190 | $29,829,033 | |
| 4 | AEIS |
Advanced Energy Industries Inc
|
59,649 | $19,249,328 | |
| 5 | HUBB |
Hubbell Inc
|
32,143 | $15,773,855 | |
| 6 | AYI |
Acuity Inc. (De)
|
19,060 | $5,340,993 | |
| 7 | POWL |
Powell Industries Inc
|
29,081 | $5,245,049 | |
| 8 | ENS |
EnerSys
|
24,990 | $4,341,262 |
All Filings in EOSE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,308,156 | 666,967 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $49,600 | 10,000 | Call | Sole | 2026-05-06 | |
| 2025-12-31 | $5,797,304 | 505,873 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,474,626 | 480,652 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $359,905 | 70,294 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $112,360 | 29,725 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $130,612 | 26,875 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $37,050 | 12,475 | Shares | Sole | 2024-11-08 | |
| 2021-06-30 | $246,572 | 13,729 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $230,901 | 11,709 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $950,741 | 45,621 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||