Energy Services of AmericaESOA

13F holders, Q3 2025 (September 30)
88holders +4
17new positions
13sold out
3famous investors
$10.35avg. 13F price*

At the end of Q3 2025, 88 institutions reported holding Energy Services of America (ESOA) in their 13F filings, up 4 from Q2 2025. 17 opened new positions and 13 sold out. The largest holders were Huntington National Bank ($7.0M), BlackRock, Inc. ($6.9M) and Vanguard Group Inc. ($6.4M). 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 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions17$2.6M
Exits13$2.8M

All 13F filers, Q2 2025 → Q3 2025: 1,052,026 shares bought and 640,257 shares sold, net +411,769 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 88 holders

Huntington National Bank 0.06% No change 678,588 $7.0M
BlackRock, Inc. 0.00% Add +17.8% 669,406 $6.9M
Vanguard Group Inc. 0.00% Add +2.0% 613,541 $6.4M
Stokes Family Office, LLC 0.45% No change 462,145 $4.8M
Balyasny Asset Management L.P. 0.01% Add +12.4% 419,460 $4.3M
Millennium Management 0.00% Add +90.4% 382,589 $4.0M
Needham Investment Management LLC 0.25% Add +180.0% 350,000 $3.6M
Dimensional Fund Advisors LP 0.00% Add +1.2% 324,780 $3.4M
Geode Capital Management, LLC 0.00% Add +2.4% 273,936 $2.8M
Wexford Capital LP 0.63% Add +7.3% 201,959 $2.1M
Raffles Associates LP 1.63% No change 169,392 $1.8M
American Century Companies Inc. 0.00% Add +76.2% 164,580 $1.7M
State Street Corp. 0.00% Add +18.1% 160,409 $1.7M
Bank of New York Mellon Corp 0.00% Reduce -1.1% 135,957 $1.4M
Northern Trust Corp. 0.00% Reduce -6.9% 117,248 $1.2M
FourWorld Capital Management LLC 2.82% Add +39.5% 112,357 $1.2M
Sierra Summit Advisors LLC 0.13% Add +30.8% 85,450 $884K
Citadel Advisors 0.00% Reduce -15.0% 79,253 $820K
Two Sigma Investments, LP 0.00% Add +9.6% 77,211 $799K
Renaissance Technologies 0.00% Reduce -10.8% 76,400 $791K
Ardsley Advisory Partners LP 0.12% New 75,000 $776K
Verdence Capital Advisors LLC 0.04% No change 65,028 $719K
Jane Street Group, LLC 0.00% New 63,709 $659K
Koss-Olinger Consulting, LLC 0.04% No change 48,944 $487K
SG Americas Securities, LLC 0.00% Add +52.2% 43,561 $451K
Morgan Stanley 0.00% Reduce -33.5% 39,226 $406K
UBS Group AG 0.00% Reduce -3.1% 38,306 $396K
First Trust Advisors LP 0.00% Add +5.2% 38,034 $394K
Charles Schwab Investment Management Inc. 0.00% No change 37,953 $393K
Panagora Asset Management Inc. 0.00% Add +26.9% 35,307 $365K
Navellier & Associates Inc. 0.04% Add +3.7% 34,405 $356K
Goldman Sachs Group Inc. 0.00% Reduce -6.6% 30,405 $315K
Squarepoint Ops LLC 0.00% Reduce -50.9% 27,869 $288K
Marex Group Ltd 0.00% New 25,100 $260K
PharVision Advisers, LLC 0.14% Reduce -12.8% 23,635 $245K
Kestra Advisory Services, LLC 0.00% Reduce -8.4% 22,761 $236K
Barclays PLC 0.00% Reduce -4.2% 22,543 $233K
EHP Funds Inc. 0.27% Reduce -82.1% 19,999 $207K
Two Sigma Advisers, LP 0.00% New 19,700 $204K
Steadtrust LLC 0.14% Reduce -30.6% 19,500 $202K
Essex Investment Management Co. LLC 0.03% No change 17,626 $182K
Lionshead Wealth Management, LLC 0.14% No change 17,382 $180K
Thompson Davis & Co., Inc. 0.11% Reduce -74.5% 17,100 $177K
Bank of America Corp. 0.00% Add +196.8% 17,095 $177K
Rhumbline Advisers 0.00% Reduce -2.7% 16,691 $173K
O'shaughnessy Asset Management, LLC 0.00% Reduce -3.4% 16,114 $167K
Crown Wealth Group, LLC 0.05% No change 15,991 $166K
Deutsche Bank AG 0.00% Add +5387.7% 15,585 $161K
Nuveen, LLC 0.00% No change 15,353 $159K
Mackenzie Financial Corp. 0.00% New 14,770 $153K
Verus Capital Partners, LLC 0.01% New 14,575 $151K
Wellington Management Group LLP 0.00% New 14,535 $150K
Man Group plc 0.00% Reduce -34.3% 14,492 $150K
Walleye Capital LLC 0.00% New 14,343 $148K
Wells Fargo & Company 0.00% Add +4.5% 12,759 $132K
Bridgeway Capital Management, LLC 0.00% Reduce -63.0% 11,650 $121K
Empowered Funds, LLC 0.00% Reduce -63.0% 11,650 $121K
City Holding Co. 0.01% No change 10,409 $108K
New York State Common Retirement Fund 0.00% Reduce -23.8% 8,000 $83K
Copeland Capital Management, LLC 0.00% New 6,450 $67K
Ancora Advisors LLC 0.00% Reduce -85.3% 6,220 $64K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -14.1% 5,547 $57K
STRS Ohio 0.00% No change 5,300 $55K
JPMorgan Chase & Co. 0.00% Reduce -11.7% 4,934 $51K
Quarry LP 0.01% Reduce -55.3% 4,292 $44K
Royal Bank of Canada 0.00% Add +31.7% 4,186 $43K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,046 $32K
Larson Financial Group LLC 0.00% Add +117.1% 2,436 $25K
BNP Paribas Financial Markets 0.00% Add +137.6% 2,390 $25K
Osaic Holdings, Inc. 0.00% Add +0.1% 1,734 $18K
PNC Financial Services Group, Inc. 0.00% New 1,530 $16K
Legal & General Group Plc 0.00% No change 1,315 $14K
Ameritas Investment Partners, Inc. 0.00% No change 1,207 $12K
Tower Research Capital LLC (TRC) 0.00% New 1,190 $12K
Russell Investments Group, Ltd. 0.00% Reduce -93.5% 1,024 $11K
California State Teachers Retirement System 0.00% Add +0.1% 738 $8K
Citigroup Inc. 0.00% Reduce -87.9% 507 $5K
Amalgamated Bank 0.00% No change 404 $4K
SBI Securities Co., Ltd. 0.00% Reduce -34.0% 231 $2K
Physician Wealth Advisors, Inc. 0.00% No change 114 $1K
Cwm, LLC 0.00% New 56 $1K
Heartwood Wealth Advisors LLC 0.00% New 75 $776
EverSource Wealth Advisors, LLC 0.00% New 49 $507
FMR LLC 0.00% Add +95.7% 45 $466
GAMMA Investing LLC 0.00% No change 40 $414
Arax Advisory Partners 0.00% New 34 $351
Sterling Capital Management LLC 0.00% New 29 $300
Essential Partners LLC 0.00% New 4 $41

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