Energy Services of AmericaESOA
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 52 institutions reported holding Energy Services of America (ESOA) in their 13F filings, up 13 from Q2 2024. 18 opened new positions and 5 sold out. The largest holders were Vanguard Group Inc. ($4.6M), Stokes Family Office, LLC ($4.4M) and Huntington National Bank ($3.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $4.9M |
| Exits | 5 | $566K |
All 13F filers, Q2 2024 → Q3 2024: 740,851 shares bought and 669,161 shares sold, net +71,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Vanguard Group Inc. | 0.00% | Add +2.1% | 487,227 | $4.6M |
| Stokes Family Office, LLC | 0.48% | No change | 462,145 | $4.4M |
| Huntington National Bank | 0.03% | Add +15.7% | 376,788 | $3.6M |
| Morgan Stanley | 0.00% | Add +4.3% | 355,002 | $3.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +10.8% | 198,012 | $1.9M |
| American Century Companies Inc. | 0.00% | Add +50.0% | 175,738 | $1.7M |
| Renaissance Technologies | 0.00% | Reduce -15.8% | 171,700 | $1.6M |
| Raffles Associates LP | 1.66% | Reduce -21.6% | 170,533 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +13.9% | 135,805 | $1.4M |
| Geode Capital Management, LLC | 0.00% | Add +24.3% | 123,464 | $1.2M |
| Marshall Wace, LLP | 0.00% | New | 88,318 | $839K |
| Thompson Davis & Co., Inc. | 0.59% | Reduce -85.5% | 84,350 | $801K |
| Informed Momentum Co LLC | 0.12% | Add +7.9% | 82,354 | $782K |
| Ritholtz Wealth Management | 0.02% | Add +7.7% | 65,547 | $623K |
| Acadian Asset Management LLC | 0.00% | Reduce -0.7% | 60,838 | $576K |
| BlackRock, Inc. | 0.00% | — | 57,592 | $547K |
| Citigroup Inc. | 0.00% | New | 56,211 | $534K |
| Needham Investment Management LLC | 0.04% | No change | 50,000 | $475K |
| Gsa Capital Partners LLP | 0.03% | New | 47,608 | $452K |
| XTX Topco Ltd | 0.03% | New | 42,215 | $401K |
| Quadrature Capital Ltd | 0.01% | Reduce -6.7% | 41,387 | $393K |
| First Trust Advisors LP | 0.00% | New | 38,987 | $370K |
| Millennium Management | 0.00% | New | 38,592 | $367K |
| Northern Trust Corp. | 0.00% | Add +9.0% | 37,857 | $360K |
| State Street Corp. | 0.00% | Add +16.4% | 35,529 | $338K |
| Navellier & Associates Inc. | 0.04% | Reduce -0.5% | 32,618 | $310K |
| Two Sigma Investments, LP | 0.00% | New | 25,468 | $242K |
| Qube Research & Technologies Ltd | 0.00% | New | 25,114 | $239K |
| Goldman Sachs Group Inc. | 0.00% | New | 21,277 | $202K |
| Hillsdale Investment Management Inc. | 0.02% | New | 21,200 | $201K |
| Virtu Financial LLC | 0.01% | Add +35.4% | 21,110 | $201K |
| Essex Investment Management Co. LLC | 0.03% | Reduce -17.2% | 19,890 | $189K |
| Independent Financial Group, LLC | 0.01% | Add +26.4% | 19,022 | $181K |
| Trexquant Investment LP | 0.00% | New | 18,913 | $180K |
| Balyasny Asset Management L.P. | 0.00% | New | 18,698 | $178K |
| Citadel Advisors | 0.00% | Add +70.3% | 18,085 | $172K |
| Susquehanna International Group, LLP | 0.00% | New | 17,545 | $167K |
| Crown Wealth Group, LLC | 0.07% | No change | 15,991 | $152K |
| Jump Financial, LLC | 0.00% | New | 13,800 | $131K |
| Oxford Asset Management LLP | 0.11% | New | 13,662 | $130K |
| City Holding Co. | 0.02% | No change | 12,909 | $123K |
| LPL Financial LLC | 0.00% | New | 11,961 | $114K |
| Advisor Resource Council | 0.05% | Reduce -8.0% | 11,585 | $110K |
| Jefferies Financial Group Inc. | 0.00% | New | 10,600 | $101K |
| Castleview Partners, LLC | 0.01% | No change | 2,000 | $19K |
| NewEdge Advisors, LLC | 0.00% | Reduce -39.3% | 1,046 | $10K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.5% | 659 | $6K |
| JPMorgan Chase & Co. | 0.00% | New | 511 | $5K |
| Federated Hermes, Inc. | 0.00% | Reduce -49.3% | 147 | $1K |
| Bank of America Corp. | 0.00% | Add +23.3% | 90 | $855 |
| FMR LLC | 0.00% | Reduce -61.2% | 45 | $430 |
| UBS Group AG | 0.00% | Reduce -99.8% | 6 | $57 |
"% of holder's portfolio" is ESOA's weight in each manager's 13F, not the share of Energy Services of America the manager owns.