Energy Services of AmericaESOA
13F holders, Q1 2024 (March 31)47holders
1famous investor
$8.24avg. 13F price*
At the end of Q1 2024, 47 institutions reported holding Energy Services of America (ESOA) in their 13F filings. The largest holders were Thompson Davis & Co., Inc. ($11.0M), Stokes Family Office, LLC ($3.8M) and Morgan Stanley ($3.7M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Energy Services of America
- CUSIP
- 29271Q103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $7.5M |
| Exits | 7 | $628K |
Ownership 47 holders
| Thompson Davis & Co., Inc. | 7.45% | Add +0.6% | 1,333,725 | $11.0M |
| Stokes Family Office, LLC | 0.48% | No change | 462,105 | $3.8M |
| Morgan Stanley | 0.00% | New | 443,377 | $3.7M |
| Vanguard Group Inc. | 0.00% | Add +32.5% | 424,892 | $3.5M |
| Huntington National Bank | 0.03% | No change | 361,764 | $3.0M |
| Renaissance Technologies | 0.00% | Reduce -31.9% | 180,700 | $1.5M |
| Raffles Associates LP | 1.70% | Reduce -31.7% | 177,391 | $1.5M |
| Informed Momentum Co LLC | 0.20% | Add +13.5% | 154,387 | $1.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +7.3% | 147,931 | $1.2M |
| O'shaughnessy Asset Management, LLC | 0.01% | New | 100,143 | $826K |
| Geode Capital Management, LLC | 0.00% | Add +10.5% | 95,361 | $787K |
| Essex Investment Management Co. LLC | 0.11% | No change | 69,425 | $573K |
| Acadian Asset Management LLC | 0.00% | Add +7.6% | 65,755 | $541K |
| Bridgeway Capital Management, LLC | 0.01% | Add +0.9% | 57,076 | $471K |
| BlackRock Inc. | 0.00% | Add +86.6% | 49,200 | $406K |
| Ritholtz Wealth Management | 0.01% | New | 41,498 | $342K |
| Northern Trust Corp. | 0.00% | Reduce -8.7% | 36,319 | $300K |
| Susquehanna International Group, LLP | 0.00% | New | 35,369 | $292K |
| Hillsdale Investment Management Inc. | 0.02% | No change | 32,800 | $271K |
| American Century Companies Inc. | 0.00% | New | 32,762 | $270K |
| State Street Corp. | 0.00% | New | 30,529 | $252K |
| Heron Bay Capital Management | 0.05% | New | 28,409 | $234K |
| Two Sigma Investments, LP | 0.00% | New | 20,015 | $165K |
| Denali Advisors LLC | 0.05% | New | 18,700 | $154K |
| Raymond James & Associates | 0.00% | Reduce -21.3% | 18,497 | $153K |
| Jane Street Group, LLC | 0.00% | New | 17,236 | $142K |
| Crown Wealth Group, LLC | 0.07% | No change | 15,991 | $132K |
| Jump Financial, LLC | 0.00% | New | 14,634 | $121K |
| LSV Asset Management | 0.00% | New | 14,000 | $116K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,696 | $113K |
| City Holding Co. | 0.02% | No change | 13,261 | $109K |
| CreativeOne Wealth, LLC | 0.00% | New | 13,250 | $109K |
| Quadrature Capital Ltd | 0.00% | New | 12,799 | $106K |
| Squarepoint Ops LLC | 0.00% | New | 12,322 | $102K |
| Commonwealth Equity Services, LLC | 0.00% | New | 12,082 | $100K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 11,285 | $93K |
| Occudo Quantitative Strategies LP | 0.02% | New | 11,148 | $92K |
| Advisor Resource Council | 0.04% | New | 15,230 | $91K |
| Royal Bank of Canada | 0.00% | Reduce -18.5% | 10,000 | $83K |
| UBS Group AG | 0.00% | New | 9,717 | $80K |
| Qube Research & Technologies Ltd | 0.00% | New | 5,849 | $48K |
| IFP Advisors, Inc | 0.00% | New | 2,093 | $17K |
| Bank of America Corp. | 0.00% | Add +34566.7% | 2,080 | $17K |
| Castleview Partners, LLC | 0.01% | No change | 2,000 | $17K |
| NewEdge Advisors, LLC | 0.00% | Reduce -90.8% | 1,021 | $8K |
| Federated Hermes, Inc. | 0.00% | No change | 290 | $2K |
| Wells Fargo & Company | 0.00% | Add +1.4% | 70 | $578 |
"% of holder's portfolio" is ESOA's weight in each manager's 13F, not the share of Energy Services of America the manager owns.