EverSource Wealth Advisors, LLC
Position in EOSE — Eos Energy Enterprises, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in EOSE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,182
+$1,781 QoQ
Shares Held
1,392
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#310
of 346 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EOSE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,368,947 across 21 Electrical Equipment & Parts names. EOSE ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
5,425 | $1,816,392 | |
| 2 | NVT |
nVent Electric plc
|
5,740 | $973,555 | |
| 3 | AYI |
Acuity Inc. (De)
|
1,178 | $443,700 | |
| 4 | BE |
Bloom Energy Corp
|
1,193 | $361,118 | |
| 5 | HUBB |
Hubbell Inc
|
497 | $260,027 | |
| 6 | ENS |
EnerSys
|
965 | $225,632 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
264 | $98,433 | |
| 8 | HAYW |
Hayward Holdings, Inc.
|
4,663 | $80,713 |
All Filings in EOSE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,182 | 1,392 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,401 | 1,291 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $9,109 | 795 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,081 | 973 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,981 | 973 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,691 | 712 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,460 | 712 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,114 | 712 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $904 | 712 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||