Energy Services of AmericaESOA
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 39 institutions reported holding Energy Services of America (ESOA) in their 13F filings, down 8 from Q1 2024. 8 opened new positions and 16 sold out. The largest holders were Thompson Davis & Co., Inc. ($4.2M), Vanguard Group Inc. ($3.4M) and Stokes Family Office, LLC ($3.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.0M |
| Exits | 16 | $2.4M |
All 13F filers, Q1 2024 → Q2 2024: 448,082 shares bought and 1,318,376 shares sold, net −870,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Thompson Davis & Co., Inc. | 3.62% | Reduce -56.3% | 582,425 | $4.2M |
| Vanguard Group Inc. | 0.00% | Add +12.3% | 477,365 | $3.4M |
| Stokes Family Office, LLC | 0.39% | Add +0.0% | 462,145 | $3.3M |
| Morgan Stanley | 0.00% | Reduce -23.3% | 340,284 | $2.4M |
| Huntington National Bank | 0.02% | Reduce -10.0% | 325,588 | $2.3M |
| Raffles Associates LP | 1.75% | Add +22.6% | 217,533 | $1.6M |
| Renaissance Technologies | 0.00% | Add +12.8% | 203,892 | $1.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +20.8% | 178,625 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +19.1% | 119,276 | $854K |
| American Century Companies Inc. | 0.00% | Add +257.5% | 117,124 | $839K |
| Geode Capital Management, LLC | 0.00% | Add +4.2% | 99,356 | $712K |
| Informed Momentum Co LLC | 0.09% | Reduce -50.5% | 76,353 | $547K |
| Acadian Asset Management LLC | 0.00% | Reduce -6.9% | 61,238 | $437K |
| Ritholtz Wealth Management | 0.01% | Add +46.7% | 60,878 | $436K |
| Needham Investment Management LLC | 0.03% | New | 50,000 | $358K |
| BlackRock Inc. | 0.00% | Add +0.5% | 49,421 | $354K |
| Quadrature Capital Ltd | 0.01% | Add +246.7% | 44,372 | $318K |
| Northern Trust Corp. | 0.00% | Reduce -4.3% | 34,743 | $249K |
| Navellier & Associates Inc. | 0.03% | New | 32,780 | $235K |
| State Street Corp. | 0.00% | No change | 30,529 | $219K |
| Essex Investment Management Co. LLC | 0.03% | Reduce -65.4% | 24,028 | $172K |
| Raymond James & Associates | 0.00% | No change | 18,497 | $132K |
| Jane Street Group, LLC | 0.00% | Add +2.6% | 17,677 | $127K |
| Crown Wealth Group, LLC | 0.06% | No change | 15,991 | $114K |
| Virtu Financial LLC | 0.01% | New | 15,594 | $112K |
| Independent Financial Group, LLC | 0.00% | New | 15,054 | $108K |
| D.A. Davidson & Co. | 0.00% | New | 14,830 | $106K |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.8% | 14,106 | $101K |
| LSV Asset Management | 0.00% | No change | 14,000 | $100K |
| City Holding Co. | 0.01% | Reduce -2.6% | 12,909 | $92K |
| Advisor Resource Council | 0.12% | Reduce -17.3% | 12,590 | $90K |
| Citadel Advisors | 0.00% | New | 10,617 | $76K |
| UBS Group AG | 0.00% | Reduce -67.6% | 3,149 | $23K |
| Castleview Partners, LLC | 0.01% | No change | 2,000 | $14K |
| NewEdge Advisors, LLC | 0.00% | Add +68.7% | 1,722 | $12K |
| Osaic Holdings, Inc. | 0.00% | New | 720 | $5K |
| Federated Hermes, Inc. | 0.00% | No change | 290 | $2K |
| FMR LLC | 0.00% | New | 116 | $828 |
| Bank of America Corp. | 0.00% | Reduce -96.5% | 73 | $523 |
"% of holder's portfolio" is ESOA's weight in each manager's 13F, not the share of Energy Services of America the manager owns.