HolderBook

EOS ENERGY ENTERPRISES INC (EOSE)

Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.

8
Reporting holders
$497.4K
Reported value
0.0%
Calls
0.0%
Puts
-355
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Apella Capital, LLC$109.0K35,1770.00%5q-11.6%-$14.3K
Byrne Asset Management LLC$108.2K34,4600.06%2q+43.0%+$32.5K
Gainplan LLC$70.9K23,1440.03%4q+22.7%+$13.1K
Farther Finance Advisors, LLC$61.4K20,0200.00%6q+18.4%+$9.5K
FINANCIAL MANAGEMENT NETWORK INC$60.5K18,8530.01%newNEW
Ledgewood Wealth Advisors, LLC$46.0K15,0000.03%12qHELD
KFA Private Wealth Group, LLC$30.6K10,0000.01%3qHELD
GAMMA Investing LLC$10.7K3,4830.00%12q+62.5%+$4.1K

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-0613D/ACerberus Capital Management II, L.P.with 6 co-filers32.6%
2026-07-2813G/ABlackRock, Inc.7.6%
2026-07-0913D/ACerberus Capital Management II, L.P.with 2 co-filers31.1%
2026-07-0213D/ACerberus Capital Management II, L.P.with 2 co-filers31.1%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-162026-09-10Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-16Mastrangelo JoeChief Executive OfficerSold250,000$980.0K
2026-07-27Mastrangelo JoeChief Executive OfficerSold159,154$574.5K
2026-07-07Kroeker NathanCCO and Interim CFOSold79,309$371.2K
2026-07-28Kroeker NathanChief Commercial OfficerSold110,417$371.0K
2026-05-28Walters MarianDirectorSold30,000$275.4K
2026-06-30Kroeker NathanCCO and Interim CFOSold35,289$206.8K
2026-09-16Puri SumeetChief Accounting OfficerSold43,750$171.5K
2026-05-20Walters MarianDirectorSold22,319$160.7K
2026-09-09Puri SumeetChief Accounting OfficerSold34,167$141.1K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20268$497.4K160,1371410.0%
Q2 2026363$2.1B244,638,9317812710130.1%
Q1 2026324$1.4B205,875,463671337627.5%
Q4 2025333$3.2B176,128,851881198836.4%
Q3 2025285$2.7B153,744,67988866335.4%
Q2 2025227$1.0B133,568,63880853432.7%
Q1 2025185$445.6M88,858,98948593824.4%
Q4 2024163$519.7M80,234,09546423024.7%
Q3 2024134$216.8M58,557,20038283320.1%
Q2 2024131$91.7M59,156,55129412818.0%
Q1 2024139$100.8M84,648,35320444413.2%
Q4 2023143$127.0M95,720,83423553217.9%
Q3 2023141$189.9M68,260,03032403722.7%
Q2 2023127$383.1M67,401,71763321823.1%
Q1 202389$77.8M29,127,7052224193.8%
Q4 202278$37.1M24,686,2481823171.4%
Q3 202268$36.9M21,462,0071816232.8%
Q2 202268$28.3M22,996,9141919221.7%
Q1 202284$127.9M30,027,6561728211.9%
Q4 202177$227.5M29,129,550838153.7%
Q3 202181$377.6M25,762,6021533204.3%
Q2 202183$484.5M24,926,6772629157.6%
Q1 202182$446.3M20,032,50634161311.5%
Q4 202074$365.7M16,103,09774008.2%
Q3 20201$18.0K1,0000000.0%
Q2 20201$18.0K1,0000000.0%
Q1 20201$18.0K1,0000000.0%
Q4 20191$18.0K1,0000000.0%
Q3 20191$18.0K1,0000000.0%
Q2 20191$18.0K1,0000000.0%
Q1 20191$18.0K1,0001000.0%