Position in EOSE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$432,026
+$221,465 QoQ
Shares Held
73,474
+73.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#145
of 347 holders
Holding Since
Jun 2022
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EOSE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Creative Planning holds $218,477,874 across 19 Electrical Equipment & Parts names. EOSE ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
203,031 | $61,457,483 | |
| 2 | VRT |
Vertiv Holdings Co
|
181,770 | $60,860,230 | |
| 3 | AEIS |
Advanced Energy Industries Inc
|
57,907 | $21,591,782 | |
| 4 | NVT |
nVent Electric plc
|
117,505 | $19,930,022 | |
| 5 | AYI |
Acuity Inc. (De)
|
46,960 | $17,687,952 | |
| 6 | ENS |
EnerSys
|
39,868 | $9,321,935 | |
| 7 | HUBB |
Hubbell Inc
|
14,877 | $7,783,646 | |
| 8 | POWL |
Powell Industries Inc
|
17,012 | $4,871,555 |
All Filings in EOSE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,026 | 73,474 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $210,561 | 42,452 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $527,435 | 46,024 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $188,173 | 16,521 | Shares | Defined | 2025-11-14 | |
| 2022-12-31 | $18,576 | 12,552 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $18,545 | 11,105 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $13,437 | 11,105 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||