Energy Services of AmericaESOA

13F holders, Q4 2025 (December 31)
88holders
11new positions
12sold out
3famous investors
$8.17avg. 13F price*

At the end of Q4 2025, 88 institutions reported holding Energy Services of America (ESOA) in their 13F filings, unchanged from Q3 2025. 11 opened new positions and 12 sold out. The largest holders were BlackRock, Inc. ($5.6M), Huntington National Bank ($5.5M) and Vanguard Group Inc. ($5.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$1.7M
Exits12$2.3M

All 13F filers, Q3 2025 → Q4 2025: 924,553 shares bought and 799,766 shares sold, net +124,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 88 holders

BlackRock, Inc. 0.00% Add +2.6% 686,700 $5.6M
Huntington National Bank 0.04% No change 678,588 $5.5M
Vanguard Group Inc. 0.00% Add +3.1% 632,727 $5.2M
Needham Investment Management LLC 0.30% Add +67.3% 585,440 $4.8M
Stokes Family Office, LLC 0.35% Add +0.0% 462,277 $3.8M
Dimensional Fund Advisors LP 0.00% Add +11.9% 363,355 $3.0M
Balyasny Asset Management L.P. 0.01% Reduce -21.8% 328,148 $2.7M
Geode Capital Management, LLC 0.00% Reduce -0.7% 272,055 $2.2M
State Street Corp. 0.00% Add +24.0% 198,966 $1.6M
Raffles Associates LP 1.22% Add +17.7% 199,392 $1.6M
American Century Companies Inc. 0.00% Add +16.7% 192,063 $1.6M
Wexford Capital LP 0.37% Reduce -13.0% 175,777 $1.4M
Bank of New York Mellon Corp 0.00% Reduce -3.1% 131,705 $1.1M
Citadel Advisors 0.00% Add +50.2% 119,008 $972K
Northern Trust Corp. 0.00% Reduce -5.1% 111,287 $909K
BNP Paribas Financial Markets 0.00% Add +3459.4% 85,070 $695K
FourWorld Capital Management LLC 0.61% Reduce -28.8% 80,000 $654K
Two Sigma Investments, LP 0.00% Reduce -6.5% 72,202 $590K
Renaissance Technologies 0.00% Reduce -11.4% 67,700 $553K
Verdence Capital Advisors LLC 0.03% No change 65,028 $531K
Morgan Stanley 0.00% Add +63.2% 64,016 $523K
Victory Capital Management Inc. 0.00% New 63,510 $519K
Goldman Sachs Group Inc. 0.00% Add +106.4% 62,750 $513K
Millennium Management 0.00% Reduce -85.5% 55,329 $452K
Squarepoint Ops LLC 0.00% Add +93.9% 54,028 $441K
Jane Street Group, LLC 0.00% Reduce -16.8% 52,990 $433K
Ardsley Advisory Partners LP 0.05% Reduce -33.3% 50,000 $409K
SG Americas Securities, LLC 0.00% Add +13.8% 49,565 $405K
Thompson Davis & Co., Inc. 0.23% Add +180.4% 47,950 $392K
Koss-Olinger Consulting, LLC 0.03% Reduce -11.0% 43,581 $356K
First Trust Advisors LP 0.00% Add +2.4% 38,954 $318K
Charles Schwab Investment Management Inc. 0.00% No change 37,953 $310K
PharVision Advisers, LLC 0.16% Add +59.5% 37,691 $308K
UBS Group AG 0.00% Reduce -6.5% 35,806 $293K
Panagora Asset Management Inc. 0.00% Add +0.1% 35,332 $289K
Essex Investment Management Co. LLC 0.03% Add +48.0% 26,088 $213K
Acadian Asset Management LLC 0.00% New 26,238 $212K
Barclays PLC 0.00% Add +6.7% 24,042 $196K
JPMorgan Chase & Co. 0.00% Add +379.0% 23,635 $193K
Mackenzie Financial Corp. 0.00% Add +41.2% 20,856 $167K
XTX Topco Ltd 0.00% New 19,521 $159K
Wellington Management Group LLP 0.00% Add +31.8% 19,162 $157K
Kestra Advisory Services, LLC 0.00% Reduce -23.5% 17,403 $142K
Westwood Wealth Management 0.11% New 17,382 $142K
Lionshead Wealth Management, LLC 0.11% No change 17,382 $142K
Jump Financial, LLC 0.00% New 17,185 $140K
Wells Fargo & Company 0.00% Add +32.7% 16,926 $138K
Man Group plc 0.00% Add +15.7% 16,770 $137K
T3 Companies, LLC 0.17% — 16,300 $133K
Crown Wealth Group, LLC 0.04% No change 15,991 $131K
Nuveen, LLC 0.00% No change 15,353 $125K
Algert Global LLC 0.00% New 15,104 $123K
Susquehanna International Group, LLP 0.00% New 14,989 $122K
Rhumbline Advisers 0.00% Reduce -11.1% 14,846 $121K
Verus Capital Partners, LLC 0.01% Reduce -0.7% 14,475 $118K
Gsa Capital Partners LLP 0.01% New 13,654 $112K
Bank of America Corp. 0.00% Reduce -22.2% 13,296 $109K
O'shaughnessy Asset Management, LLC 0.00% Reduce -18.3% 13,169 $108K
Verition Fund Management LLC 0.00% New 11,870 $97K
Bridgeway Capital Management, LLC 0.00% No change 11,650 $95K
Empowered Funds, LLC 0.00% No change 11,650 $95K
Trexquant Investment LP 0.00% New 10,536 $86K
City Holding Co. 0.01% No change 10,409 $85K
New York State Common Retirement Fund 0.00% No change 8,000 $65K
Deutsche Bank AG 0.00% Reduce -50.4% 7,734 $63K
Copeland Capital Management, LLC 0.00% No change 6,450 $53K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -1.1% 5,484 $45K
STRS Ohio 0.00% No change 5,300 $43K
AlphaQuest LLC 0.00% New 3,122 $26K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,046 $25K
Quarry LP 0.00% Reduce -35.2% 2,783 $23K
Royal Bank of Canada 0.00% Reduce -45.3% 2,289 $19K
Tower Research Capital LLC (TRC) 0.00% Add +92.8% 2,294 $19K
Osaic Holdings, Inc. 0.00% Add +0.1% 1,735 $14K
PNC Financial Services Group, Inc. 0.00% Add +3.8% 1,588 $13K
Ameritas Investment Partners, Inc. 0.00% No change 1,207 $10K
Legal & General Group Plc 0.00% Reduce -9.4% 1,191 $10K
Russell Investments Group, Ltd. 0.00% Reduce -4.4% 979 $8K
California State Teachers Retirement System 0.00% Reduce -1.8% 725 $6K
Amalgamated Bank 0.00% Reduce -8.2% 371 $3K
Citigroup Inc. 0.00% Reduce -47.1% 268 $2K
FMR LLC 0.00% Add +355.6% 205 $2K
Larson Financial Group LLC 0.00% Reduce -93.4% 161 $1K
SBI Securities Co., Ltd. 0.00% Reduce -65.4% 80 $654
Sterling Capital Management LLC 0.00% Add +165.5% 77 $629
GAMMA Investing LLC 0.00% Reduce -5.0% 38 $310
Essential Partners LLC 0.00% Reduce -50.0% 2 $16
Cwm, LLC 0.00% Reduce -53.6% 26 $0

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