Energy Services of AmericaESOA
13F holders, Q1 2025 (March 31)75holders +5
21new positions
16sold out
3famous investors
$9.45avg. 13F price*
At the end of Q1 2025, 75 institutions reported holding Energy Services of America (ESOA) in their 13F filings, up 5 from Q4 2024. 21 opened new positions and 16 sold out. The largest holders were Huntington National Bank ($6.4M), Vanguard Group Inc. ($4.9M) and Stokes Family Office, LLC ($4.4M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Energy Services of America
- CUSIP
- 29271Q103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $5.9M |
| Exits | 16 | $5.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,212,445 shares bought and 1,268,348 shares sold, net −55,903 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 75 holders
| Huntington National Bank | 0.06% | No change | 678,588 | $6.4M |
| Vanguard Group Inc. | 0.00% | Add +3.8% | 523,238 | $4.9M |
| Stokes Family Office, LLC | 0.49% | No change | 462,145 | $4.4M |
| Truffle Hound Capital, LLC | 1.99% | Reduce -18.1% | 327,783 | $3.1M |
| Morgan Stanley | 0.00% | Reduce -32.7% | 280,256 | $2.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +24.0% | 265,103 | $2.5M |
| Balyasny Asset Management L.P. | 0.01% | Add +984.1% | 246,149 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +20.8% | 222,573 | $2.1M |
| Wexford Capital LP | 0.54% | New | 220,293 | $2.1M |
| Raffles Associates LP | 2.05% | Add +36.9% | 178,133 | $1.7M |
| Millennium Management | 0.00% | Add +258.6% | 174,807 | $1.7M |
| Geode Capital Management, LLC | 0.00% | Add +4.2% | 126,640 | $1.2M |
| American Century Companies Inc. | 0.00% | Reduce -51.8% | 123,640 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +1.1% | 105,600 | $998K |
| Needham Investment Management LLC | 0.09% | Add +33.3% | 100,000 | $945K |
| Renaissance Technologies | 0.00% | Reduce -24.6% | 96,400 | $911K |
| Ancora Advisors LLC | 0.02% | New | 85,640 | $809K |
| BlackRock, Inc. | 0.00% | Add +5.3% | 71,433 | $675K |
| Ameriprise Financial Inc. | 0.00% | Reduce -33.3% | 65,511 | $619K |
| Verdence Capital Advisors LLC | 0.05% | No change | 65,028 | $615K |
| Sierra Summit Advisors LLC | 0.13% | New | 63,271 | $598K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -38.3% | 59,500 | $562K |
| Northern Trust Corp. | 0.00% | Add +0.2% | 59,079 | $558K |
| Koss-Olinger Consulting, LLC | 0.04% | New | 53,220 | $503K |
| Marshall Wace, LLP | 0.00% | Reduce -3.6% | 51,130 | $483K |
| Goldman Sachs Group Inc. | 0.00% | Add +15.9% | 50,543 | $478K |
| State Street Corp. | 0.00% | Add +18.9% | 50,229 | $476K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -1.7% | 41,400 | $391K |
| UBS Group AG | 0.00% | Reduce -14.9% | 35,574 | $336K |
| First Trust Advisors LP | 0.00% | Reduce -0.6% | 34,828 | $329K |
| FourWorld Capital Management LLC | 0.22% | New | 33,185 | $314K |
| Navellier & Associates Inc. | 0.04% | Add +2.2% | 34,759 | $313K |
| Bridgeway Capital Management, LLC | 0.01% | Reduce -44.8% | 31,996 | $302K |
| Empowered Funds, LLC | 0.00% | Reduce -44.8% | 31,996 | $302K |
| Squarepoint Ops LLC | 0.00% | Reduce -26.6% | 31,411 | $297K |
| Two Sigma Investments, LP | 0.00% | Add +50.2% | 30,346 | $287K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -33.7% | 28,841 | $273K |
| State of Wyoming | 0.03% | Add +96.5% | 27,798 | $263K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -72.7% | 26,837 | $254K |
| Bailard, Inc. | 0.01% | New | 26,800 | $253K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -62.3% | 25,828 | $244K |
| Jane Street Group, LLC | 0.00% | Reduce -78.7% | 22,680 | $214K |
| Massar Capital Management, LP | 0.26% | New | 22,656 | $214K |
| HRT Financial LP | 0.00% | New | 22,350 | $211K |
| D. E. Shaw & Co. | 0.00% | New | 18,944 | $179K |
| Jefferies Financial Group Inc. | 0.00% | No change | 18,900 | $179K |
| Essex Investment Management Co. LLC | 0.04% | No change | 17,832 | $169K |
| Citizens Financial Group Inc. | 0.00% | New | 17,470 | $166K |
| Lionshead Wealth Management, LLC | 0.17% | Reduce -50.0% | 17,382 | $165K |
| Crown Wealth Group, LLC | 0.08% | No change | 15,991 | $151K |
| Ritholtz Wealth Management | 0.00% | Reduce -59.1% | 14,108 | $133K |
| Victory Capital Management Inc. | 0.00% | New | 13,168 | $124K |
| Janus Henderson Group PLC | 0.00% | New | 12,044 | $115K |
| Jain Global LLC | 0.00% | New | 11,776 | $111K |
| Barclays PLC | 0.00% | Reduce -38.6% | 11,354 | $107K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Reduce -0.1% | 11,055 | $105K |
| MML Investors Services, LLC | 0.00% | New | 10,982 | $104K |
| Hillsdale Investment Management Inc. | 0.01% | Reduce -13.6% | 10,800 | $102K |
| Wells Fargo & Company | 0.00% | Add +21.9% | 10,750 | $102K |
| PharVision Advisers, LLC | 0.14% | New | 10,695 | $101K |
| City Holding Co. | 0.01% | Reduce -19.4% | 10,409 | $98K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +12.4% | 9,950 | $94K |
| Royal Bank of Canada | 0.00% | Reduce -18.0% | 4,408 | $42K |
| Quarry LP | 0.01% | New | 3,785 | $36K |
| Osaic Holdings, Inc. | 0.00% | Add +182.1% | 1,704 | $16K |
| NewEdge Advisors, LLC | 0.00% | Reduce -25.4% | 1,130 | $11K |
| Citigroup Inc. | 0.00% | Reduce -97.5% | 1,010 | $10K |
| Larson Financial Group LLC | 0.00% | New | 742 | $7K |
| SBI Securities Co., Ltd. | 0.00% | Add +65.5% | 331 | $3K |
| AlphaQuest LLC | 0.00% | New | 325 | $3K |
| Bank of America Corp. | 0.00% | Add +6.7% | 96 | $907 |
| Rialto Wealth Management, LLC | 0.00% | New | 53 | $501 |
| Brooklyn Investment Group | 0.00% | New | 46 | $435 |
| FMR LLC | 0.00% | Reduce -18.9% | 30 | $285 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 14 | $132 |
"% of holder's portfolio" is ESOA's weight in each manager's 13F, not the share of Energy Services of America the manager owns.