Energy Services of AmericaESOA
13F holders, Q1 2026 (March 31)106holders +18
28new positions
12sold out
5famous investors
$13.14avg. 13F price*
At the end of Q1 2026, 106 institutions reported holding Energy Services of America (ESOA) in their 13F filings, up 18 from Q4 2025. 28 opened new positions and 12 sold out. The largest holders were Needham Investment Management LLC ($10.5M), Huntington National Bank ($8.7M) and BlackRock, Inc. ($8.6M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Energy Services of America
- CUSIP
- 29271Q103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $25.0M |
| Exits | 12 | $4.8M |
All 13F filers, Q4 2025 → Q1 2026: 3,303,298 shares bought and 1,132,585 shares sold, net +2,170,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 106 holders
| Needham Investment Management LLC | 0.54% | Add +36.6% | 800,000 | $10.5M |
| Huntington National Bank | 0.06% | Reduce -2.2% | 663,588 | $8.7M |
| BlackRock, Inc. | 0.00% | Reduce -4.3% | 657,292 | $8.6M |
| Vanguard Capital Management LLC | 0.00% | — | 586,675 | $7.7M |
| Driehaus Capital Management LLC | 0.05% | New | 491,854 | $6.5M |
| Stokes Family Office, LLC | 0.63% | Reduce -0.0% | 462,149 | $6.1M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -3.9% | 349,202 | $4.6M |
| Geode Capital Management, LLC | 0.00% | Add +5.5% | 287,098 | $3.8M |
| Marshall Wace, LLP | 0.00% | New | 286,009 | $3.8M |
| Mackenzie Financial Corp. | 0.00% | Add +1177.1% | 266,358 | $3.5M |
| Two Sigma Investments, LP | 0.00% | Add +244.4% | 248,661 | $3.3M |
| State Street Corp. | 0.00% | Add +18.6% | 236,006 | $3.1M |
| Algert Global LLC | 0.05% | Add +1451.0% | 234,256 | $3.1M |
| Renaissance Technologies | 0.00% | Add +221.3% | 217,500 | $2.9M |
| Thompson Siegel & Walmsley LLC | 0.04% | New | 175,000 | $2.3M |
| Raffles Associates LP | 1.94% | Reduce -14.5% | 170,392 | $2.2M |
| Bank of New York Mellon Corp | 0.00% | Add +18.6% | 156,152 | $2.1M |
| D. E. Shaw & Co. | 0.00% | New | 151,917 | $2.0M |
| Los Angeles Capital Management LLC | 0.01% | New | 126,053 | $1.7M |
| American Century Companies Inc. | 0.00% | Reduce -36.4% | 122,155 | $1.6M |
| Northern Trust Corp. | 0.00% | Add +0.3% | 111,665 | $1.5M |
| Ardsley Advisory Partners LP | 0.20% | Add +100.0% | 100,000 | $1.3M |
| Bank of America Corp. | 0.00% | Add +582.8% | 90,781 | $1.2M |
| Nuveen, LLC | 0.00% | Add +477.7% | 88,698 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Add +3.7% | 88,193 | $1.2M |
| Sei Investments Co. | 0.00% | New | 87,128 | $1.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 82,224 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | New | 76,575 | $1.0M |
| Informed Momentum Co LLC | 0.11% | New | 71,584 | $940K |
| Vanguard Portfolio Management LLC | 0.00% | — | 70,265 | $923K |
| Walleye Capital LLC | 0.01% | New | 70,193 | $922K |
| Russell Investments Group, Ltd. | 0.00% | Add +6786.8% | 67,422 | $885K |
| Verdence Capital Advisors LLC | 0.05% | No change | 65,028 | $854K |
| Citadel Advisors | 0.00% | Reduce -50.3% | 59,167 | $777K |
| Millennium Management | 0.00% | Add +6.2% | 58,783 | $772K |
| Panagora Asset Management Inc. | 0.00% | Add +64.0% | 57,929 | $761K |
| Wexford Capital LP | 0.12% | Reduce -68.7% | 55,000 | $722K |
| Jane Street Group, LLC | 0.00% | Reduce -1.3% | 52,303 | $687K |
| Squarepoint Ops LLC | 0.00% | Reduce -12.8% | 47,112 | $619K |
| Aristides Capital LLC | 0.19% | New | 44,119 | $579K |
| Formula Growth Ltd. | 0.25% | New | 42,689 | $561K |
| Point72 Asset Management | 0.00% | New | 42,248 | $555K |
| First Trust Advisors LP | 0.00% | Add +1.1% | 39,394 | $517K |
| Koss-Olinger Consulting, LLC | 0.04% | Reduce -14.8% | 37,113 | $487K |
| PDT Partners, LLC | 0.03% | New | 36,056 | $473K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.7% | 34,670 | $455K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -46.8% | 33,373 | $438K |
| JPMorgan Chase & Co. | 0.00% | Add +35.9% | 32,120 | $424K |
| Manatuck Hill Partners, LLC | 0.13% | New | 30,000 | $394K |
| Barclays PLC | 0.00% | Add +24.0% | 29,818 | $392K |
| Centiva Capital, LP | 0.02% | New | 27,876 | $366K |
| Morgan Stanley | 0.00% | Reduce -57.0% | 27,534 | $362K |
| Hillsdale Investment Management Inc. | 0.01% | New | 27,500 | $361K |
| Essex Investment Management Co. LLC | 0.05% | No change | 26,088 | $343K |
| Thompson Davis & Co., Inc. | 0.18% | Reduce -57.6% | 20,350 | $267K |
| XTX Topco Ltd | 0.00% | Add +2.4% | 19,995 | $263K |
| UBS Group AG | 0.00% | Reduce -48.1% | 18,584 | $244K |
| Jump Financial, LLC | 0.00% | Add +6.0% | 18,221 | $239K |
| Lionshead Wealth Management, LLC | 0.17% | No change | 17,382 | $229K |
| Ritholtz Wealth Management | 0.00% | New | 16,786 | $220K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +27.0% | 16,719 | $220K |
| Man Group plc | 0.00% | Reduce -0.6% | 16,676 | $219K |
| GFG Capital, LLC | 0.07% | New | 16,097 | $211K |
| Crown Wealth Group, LLC | 0.06% | No change | 15,991 | $210K |
| Occudo Quantitative Strategies LP | 0.01% | New | 11,976 | $204K |
| Verus Capital Partners, LLC | 0.01% | Add +7.1% | 15,500 | $204K |
| Rhumbline Advisers | 0.00% | Add +1.3% | 15,044 | $198K |
| Brevan Howard Capital Management LP | 0.00% | New | 14,217 | $187K |
| Vident Advisory, LLC | 0.00% | New | 14,081 | $185K |
| Trexquant Investment LP | 0.00% | Add +26.0% | 13,271 | $174K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -27.6% | 12,604 | $165K |
| Victory Capital Management Inc. | 0.00% | Reduce -81.1% | 12,002 | $158K |
| Wellington Management Group LLP | 0.00% | Reduce -37.4% | 11,987 | $157K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 11,650 | $153K |
| Empowered Funds, LLC | 0.00% | No change | 11,650 | $153K |
| Calamos Advisors LLC | 0.00% | New | 10,572 | $139K |
| City Holding Co. | 0.02% | No change | 10,409 | $137K |
| MAI Capital Management | 0.00% | New | 10,378 | $136K |
| Invesco Ltd. | 0.00% | New | 10,208 | $134K |
| T3 Companies, LLC | 0.18% | Reduce -38.6% | 10,000 | $131K |
| Wells Fargo & Company | 0.00% | Reduce -51.0% | 8,291 | $109K |
| Deutsche Bank AG | 0.00% | No change | 7,734 | $102K |
| MetLife Investment Management, LLC | 0.00% | New | 7,155 | $94K |
| Copeland Capital Management, LLC | 0.00% | Add +6.7% | 6,885 | $90K |
| New York State Common Retirement Fund | 0.00% | Reduce -22.5% | 6,200 | $81K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.5% | 5,620 | $74K |
| STRS Ohio | 0.00% | No change | 5,300 | $70K |
| Vanguard Global Advisers, LLC | 0.00% | — | 4,442 | $58K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,046 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | Add +80.8% | 2,871 | $38K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -19.9% | 1,837 | $24K |
| Royal Bank of Canada | 0.00% | Reduce -44.7% | 1,265 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,207 | $16K |
| Legal & General Group Plc | 0.00% | Reduce -9.9% | 1,073 | $14K |
| Citigroup Inc. | 0.00% | Add +142.5% | 650 | $9K |
| California State Teachers Retirement System | 0.00% | Reduce -11.9% | 639 | $8K |
| Osaic Holdings, Inc. | 0.00% | Reduce -83.3% | 289 | $4K |
| FMR LLC | 0.00% | Reduce -19.5% | 165 | $2K |
| Federated Hermes, Inc. | 0.00% | New | 116 | $2K |
| SBI Securities Co., Ltd. | 0.00% | Add +31.3% | 105 | $1K |
| Cwm, LLC | 0.00% | Add +250.0% | 91 | $1K |
| Sterling Capital Management LLC | 0.00% | No change | 77 | $1K |
| GAMMA Investing LLC | 0.00% | Add +86.8% | 71 | $932 |
| Rothschild Investment LLC | 0.00% | New | 3 | $39 |
| Allworth Financial LP | 0.00% | New | 2 | $27 |
| Essential Partners LLC | 0.00% | Reduce -50.0% | 1 | $13 |
"% of holder's portfolio" is ESOA's weight in each manager's 13F, not the share of Energy Services of America the manager owns.