OneDigital Investment Advisors LLC

Position in EOSE — Eos Energy Enterprises, Inc.

CIK 1690370 OVERLAND PARK, KS

Back to EOSE Full portfolio

Position in EOSE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$133,975

+$19,930 QoQ

Shares Held

22,785

-0.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#212

of 346 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in EOSE Over Time

Shares Held

Position Value (USD)

Derivatives in EOSE

reported options exposure · as of Mar 31, 2026

CallValue

$4,960

CallShares

1,000

PutValue

PutShares

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 Jun 30, 2026

OneDigital Investment Advisors LLC holds $24,694,680 across 12 Electrical Equipment & Parts names. EOSE ranks #11 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	47,672	$15,961,539
2	BE	Bloom Energy Corp	9,261	$2,803,304
3	HUBB	Hubbell Inc	3,625	$1,896,600
4	POWL	Powell Industries Inc	4,072	$1,166,057
5	ENR	Energizer Holdings, Inc.	37,493	$803,849
6	AEIS	Advanced Energy Industries Inc	1,392	$519,035
7	FPS	Forgent Power Solutions, Inc.	8,000	$446,880
8	NVT	nVent Electric plc	1,891	$320,732

All Filings in EOSE

Export CSV

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$133,975	22,785	-0.9%	Shares	Sole	2026-08-07
2026-03-31	$114,045	22,993	-7.7%	Shares	Sole	2026-05-08
2026-03-31	$4,960	1,000	—	Call	Sole	2026-05-08
2025-12-31	$285,434	24,907	+18.3%	Shares	Sole	2026-02-13
2025-09-30	$239,713	21,046	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.