Energy Services of AmericaESOA
13F holders, Q4 2024 (December 31)70holders +18
23new positions
8sold out
3famous investors
$12.62avg. 13F price*
At the end of Q4 2024, 70 institutions reported holding Energy Services of America (ESOA) in their 13F filings, up 18 from Q3 2024. 23 opened new positions and 8 sold out. The largest holders were Huntington National Bank ($8.6M), Vanguard Group Inc. ($6.4M) and Stokes Family Office, LLC ($5.8M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $11.6M |
| Exits | 8 | $2.2M |
All 13F filers, Q3 2024 → Q4 2024: 1,818,064 shares bought and 462,375 shares sold, net +1,355,689 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Huntington National Bank | 0.08% | Add +80.1% | 678,588 | $8.6M |
| Vanguard Group Inc. | 0.00% | Add +3.4% | 503,980 | $6.4M |
| Stokes Family Office, LLC | 0.62% | No change | 462,145 | $5.8M |
| Morgan Stanley | 0.00% | Add +17.2% | 416,193 | $5.3M |
| Truffle Hound Capital, LLC | 3.02% | — | 400,000 | $5.0M |
| American Century Companies Inc. | 0.00% | Add +46.0% | 256,616 | $3.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +8.0% | 213,773 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +950.6% | 184,326 | $2.3M |
| Raffles Associates LP | 1.77% | Reduce -23.7% | 130,133 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -25.6% | 127,800 | $1.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.5% | 121,575 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 106,701 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | New | 104,417 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -27.7% | 98,241 | $1.2M |
| Ameriprise Financial Inc. | 0.00% | New | 98,200 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.04% | New | 96,500 | $1.2M |
| Acadian Asset Management LLC | 0.00% | Add +34.5% | 81,820 | $1.0M |
| Informed Momentum Co LLC | 0.14% | Reduce -5.2% | 78,109 | $986K |
| Needham Investment Management LLC | 0.07% | Add +50.0% | 75,000 | $947K |
| Qube Research & Technologies Ltd | 0.00% | Add +173.0% | 68,562 | $865K |
| BlackRock, Inc. | 0.00% | Add +17.9% | 67,870 | $857K |
| Verdence Capital Advisors LLC | 0.07% | New | 65,028 | $821K |
| Gsa Capital Partners LLP | 0.06% | Add +35.5% | 64,535 | $814K |
| Northern Trust Corp. | 0.00% | Add +55.8% | 58,982 | $744K |
| Bridgeway Capital Management, LLC | 0.02% | New | 57,928 | $731K |
| Empowered Funds, LLC | 0.01% | New | 57,928 | $731K |
| Marshall Wace, LLP | 0.00% | Reduce -39.9% | 53,042 | $669K |
| Millennium Management | 0.00% | Add +26.3% | 48,749 | $615K |
| 683 Capital Management, LLC | 0.07% | New | 47,684 | $602K |
| Goldman Sachs Group Inc. | 0.00% | Add +105.0% | 43,626 | $551K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 43,505 | $549K |
| Squarepoint Ops LLC | 0.00% | New | 42,817 | $540K |
| State Street Corp. | 0.00% | Add +18.9% | 42,229 | $534K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 42,100 | $531K |
| UBS Group AG | 0.00% | Add +696416.7% | 41,791 | $527K |
| Citigroup Inc. | 0.00% | Reduce -27.7% | 40,644 | $513K |
| First Trust Advisors LP | 0.00% | Reduce -10.1% | 35,040 | $442K |
| Lionshead Wealth Management, LLC | 0.32% | — | 34,764 | $440K |
| Ritholtz Wealth Management | 0.01% | Reduce -47.3% | 34,536 | $436K |
| Navellier & Associates Inc. | 0.05% | Add +4.2% | 34,000 | $429K |
| Citadel Advisors | 0.00% | Add +66.7% | 30,154 | $381K |
| Mackenzie Financial Corp. | 0.00% | New | 29,930 | $378K |
| Virtu Financial LLC | 0.02% | Add +41.1% | 29,778 | $376K |
| Nkcfo LLC | 0.14% | New | 25,000 | $316K |
| Balyasny Asset Management L.P. | 0.00% | Add +21.4% | 22,705 | $287K |
| Two Sigma Investments, LP | 0.00% | Reduce -20.7% | 20,200 | $255K |
| Jefferies Financial Group Inc. | 0.00% | Add +78.3% | 18,900 | $239K |
| Barclays PLC | 0.00% | New | 18,485 | $233K |
| Centiva Capital, LP | 0.01% | New | 18,328 | $231K |
| Essex Investment Management Co. LLC | 0.04% | Reduce -10.3% | 17,832 | $225K |
| Crown Wealth Group, LLC | 0.08% | No change | 15,991 | $202K |
| State of Wyoming | 0.02% | New | 14,146 | $179K |
| Independent Financial Group, LLC | 0.01% | Reduce -31.9% | 12,958 | $164K |
| City Holding Co. | 0.02% | No change | 12,909 | $163K |
| Hillsdale Investment Management Inc. | 0.01% | Reduce -41.0% | 12,500 | $158K |
| LPL Financial LLC | 0.00% | Add +3.3% | 12,356 | $156K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | New | 11,070 | $140K |
| Occudo Quantitative Strategies LP | 0.02% | New | 10,035 | $127K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 8,852 | $112K |
| Wells Fargo & Company | 0.00% | New | 8,818 | $111K |
| Quantbot Technologies LP | 0.00% | New | 7,915 | $100K |
| Royal Bank of Canada | 0.00% | New | 5,373 | $68K |
| Castleview Partners, LLC | 0.01% | No change | 2,000 | $25K |
| NewEdge Advisors, LLC | 0.00% | Add +44.7% | 1,514 | $19K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.3% | 604 | $8K |
| SBI Securities Co., Ltd. | 0.00% | — | 200 | $3K |
| Federated Hermes, Inc. | 0.00% | No change | 147 | $2K |
| Bank of America Corp. | 0.00% | No change | 90 | $1K |
| FNY Investment Advisers, LLC | 0.00% | New | 100 | $1K |
| FMR LLC | 0.00% | Reduce -17.8% | 37 | $472 |
"% of holder's portfolio" is ESOA's weight in each manager's 13F, not the share of Energy Services of America the manager owns.