Energy Services of AmericaESOA

13F holders, Q2 2025 (June 30)
84holders +9
29new positions
21sold out
3famous investors
$9.94avg. 13F price*

At the end of Q2 2025, 84 institutions reported holding Energy Services of America (ESOA) in their 13F filings, up 9 from Q1 2025. 29 opened new positions and 21 sold out. The largest holders were Huntington National Bank ($6.7M), Vanguard Group Inc. ($6.0M) and BlackRock, Inc. ($5.6M). 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 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

050100150 Q1 2024: 47Q1 2024Q2 2024: 39Q2 2024Q3 2024: 52Q3 2024Q4 2024: 70Q4 2024Q1 2025: 75Q1 2025Q2 2025: 84Q2 2025Q3 2025: 88Q3 2025Q4 2025: 88Q4 2025Q1 2026: 106Q1 2026Q2 2026: 117Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions29$5.5M
Exits21$3.7M

All 13F filers, Q1 2025 → Q2 2025: 1,850,730 shares bought and 1,246,207 shares sold, net +604,523 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 84 holders

Huntington National Bank 0.06% No change 678,588 $6.7M
Vanguard Group Inc. 0.00% Add +15.0% 601,743 $6.0M
BlackRock, Inc. 0.00% Add +695.4% 568,182 $5.6M
Stokes Family Office, LLC 0.48% No change 462,145 $4.6M
Balyasny Asset Management L.P. 0.01% Add +51.6% 373,165 $3.7M
Dimensional Fund Advisors LP 0.00% Add +21.0% 320,828 $3.2M
Geode Capital Management, LLC 0.00% Add +111.3% 267,626 $2.7M
Millennium Management 0.00% Add +15.0% 200,958 $2.0M
Wexford Capital LP 0.52% Reduce -14.5% 188,274 $1.9M
Raffles Associates LP 1.75% Reduce -4.9% 169,392 $1.7M
Bank of New York Mellon Corp 0.00% Add +30.1% 137,436 $1.4M
State Street Corp. 0.00% Add +170.3% 135,763 $1.3M
Northern Trust Corp. 0.00% Add +113.1% 125,884 $1.3M
Needham Investment Management LLC 0.10% Add +25.0% 125,000 $1.2M
EHP Funds Inc. 1.28% New 111,917 $1.1M
Truffle Hound Capital, LLC 0.66% Reduce -69.5% 99,824 $992K
American Century Companies Inc. 0.00% Reduce -24.5% 93,389 $928K
Citadel Advisors 0.00% New 93,267 $927K
Renaissance Technologies 0.00% Reduce -11.1% 85,700 $852K
FourWorld Capital Management LLC 0.58% Add +142.7% 80,554 $801K
Two Sigma Investments, LP 0.00% Add +132.1% 70,426 $700K
Thompson Davis & Co., Inc. 0.45% New 67,050 $666K
Sierra Summit Advisors LLC 0.12% Add +3.3% 65,331 $649K
Verdence Capital Advisors LLC 0.04% No change 65,028 $646K
Morgan Stanley 0.00% Reduce -79.0% 58,973 $586K
Squarepoint Ops LLC 0.00% Add +80.9% 56,809 $565K
Koss-Olinger Consulting, LLC 0.04% Reduce -8.0% 48,944 $487K
Ancora Advisors LLC 0.01% Reduce -50.6% 42,265 $420K
UBS Group AG 0.00% Add +11.1% 39,532 $393K
Charles Schwab Investment Management Inc. 0.00% New 37,953 $377K
First Trust Advisors LP 0.00% Add +3.8% 36,160 $359K
Ameriprise Financial Inc. 0.00% Reduce -46.1% 35,311 $351K
Navellier & Associates Inc. 0.04% Reduce -4.5% 33,182 $330K
Goldman Sachs Group Inc. 0.00% Reduce -35.6% 32,546 $324K
Bridgeway Capital Management, LLC 0.01% Reduce -1.4% 31,533 $313K
Empowered Funds, LLC 0.00% Reduce -1.4% 31,533 $313K
SG Americas Securities, LLC 0.00% New 28,615 $284K
Steadtrust LLC 0.22% — 28,100 $279K
Panagora Asset Management Inc. 0.00% New 27,830 $277K
PharVision Advisers, LLC 0.39% Add +153.4% 27,098 $269K
Bailard, Inc. 0.01% No change 26,800 $266K
Kestra Advisory Services, LLC 0.00% New 24,859 $247K
Susquehanna International Group, LLP 0.00% Reduce -88.9% 24,647 $245K
Barclays PLC 0.00% Add +107.2% 23,525 $234K
Man Group plc 0.00% New 22,048 $219K
Massar Capital Management, LP 0.16% Reduce -3.0% 21,986 $219K
Essex Investment Management Co. LLC 0.03% Reduce -1.2% 17,626 $175K
Lionshead Wealth Management, LLC 0.16% No change 17,382 $173K
Verition Fund Management LLC 0.00% New 17,270 $172K
Rhumbline Advisers 0.00% New 17,150 $170K
O'shaughnessy Asset Management, LLC 0.00% Reduce -37.9% 16,672 $166K
XTX Topco Ltd 0.01% New 16,167 $161K
Crown Wealth Group, LLC 0.06% No change 15,991 $159K
Russell Investments Group, Ltd. 0.00% New 15,688 $156K
Nuveen, LLC 0.00% New 15,353 $153K
MML Investors Services, LLC 0.00% Add +23.5% 13,565 $135K
Wells Fargo & Company 0.00% Add +13.6% 12,207 $121K
State of Wyoming 0.01% Reduce -58.7% 11,480 $114K
Boothbay Fund Management, LLC 0.00% New 11,050 $110K
New York State Common Retirement Fund 0.00% New 10,500 $104K
City Holding Co. 0.01% No change 10,409 $103K
Quarry LP 0.02% Add +153.8% 9,608 $96K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 6,456 $64K
Bank of America Corp. 0.00% Add +5900.0% 5,760 $57K
JPMorgan Chase & Co. 0.00% New 5,585 $56K
STRS Ohio 0.00% New 5,300 $53K
Raymond James Financial Inc. 0.00% New 4,454 $44K
Citigroup Inc. 0.00% Add +315.4% 4,196 $42K
Royal Bank of Canada 0.00% Reduce -27.9% 3,179 $32K
Police & Firemen's Retirement System of New Jersey 0.00% New 3,046 $30K
Quantbot Technologies LP 0.00% New 1,788 $18K
Osaic Holdings, Inc. 0.00% Add +1.6% 1,732 $17K
Legal & General Group Plc 0.00% New 1,315 $13K
Ameritas Investment Partners, Inc. 0.00% New 1,207 $12K
NewEdge Advisors, LLC 0.00% Add +5.2% 1,189 $12K
Larson Financial Group LLC 0.00% Add +51.2% 1,122 $11K
BNP Paribas Financial Markets 0.00% New 1,006 $10K
California State Teachers Retirement System 0.00% New 737 $7K
Amalgamated Bank 0.00% New 404 $4K
SBI Securities Co., Ltd. 0.00% Add +5.7% 350 $3K
Deutsche Bank AG 0.00% New 284 $3K
Physician Wealth Advisors, Inc. 0.00% New 114 $1K
GAMMA Investing LLC 0.00% New 40 $398
FMR LLC 0.00% Reduce -23.3% 23 $230

"% of holder's portfolio" is ESOA's weight in each manager's 13F, not the share of Energy Services of America the manager owns.