Eos Energy Enterprises, Inc.

SecurityEOSE / Eos Energy Enterprises, Inc.
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership88,250 shares
Latest Disclosed Value $ 437,720
Meridian Wealth Management, LLC reports 39.91% increase in ownership of EOSE / Eos Energy Enterprises, Inc.

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 88,250 shares of Eos Energy Enterprises, Inc. (US:EOSE) valued at $437,720 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 63,077 shares of Eos Energy Enterprises, Inc.. This represents a change in shares of 39.91% during the quarter. The current value of the position is $723,650 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F EOS ENERGY ENTERPRISES COM CL A 29415C101 88,250 25,173 39.91 438 -39.47 0.0151
2026-02-04 2025-12-31 13F EOS ENERGY ENTERPRISES COM CL A 29415C101 63,077 -14,973 -19.18 723 -18.69 0.0254
2025-11-04 2025-09-30 13F EOS ENERGY ENTERPRISES COM CL A 29415C101 78,050 -2,100 -2.62 889 116.59 0.0341
2025-08-08 2025-06-30 13F EOS ENERGY ENTERPRISES COM CL A 29415C101 80,150 -22,250 -21.73 410 5.94 0.0175
2025-05-12 2025-03-31 13F EOS ENERGY ENTERPRISES COM CL A 29415C101 102,400 2,600 2.61 387 -20.21 0.0187
2025-02-06 2024-12-31 13F EOS ENERGY ENTERPRISES COM CL A 29415C101 99,800 21,350 27.21 485 109.05 0.0229
2024-11-12 2024-09-30 13F EOS ENERGY ENTERPRISES COM CL A 29415C101 78,450 78,450 233 0.0115
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.