ARC
ESOA icon

Advisor Resource Council’s Energy Services of America ESOA Stock Holding History

Advisor Resource Council’s Portfolio ESOA Stock Details ESOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,585
Closed -$110K – 133
2024
Q3 		$110K Sell
11,585
-1,005
-8% -$8.59K 0.05% 233
2024
Q2 		$90 Sell
12,590
-2,640
-17% -$19.2K ﹤0.01% 60
2024
Q1 		$91.1K Buy
+15,230
New +$112K 0.04% 221

Other funds holding ESOA

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advisor Resource Council's ESOA Position: Q4 2024 in Review

Advisor Resource Council sold out of Energy Services of America (ESOA) in Q4 2024, closing a stake of 11,585 shares — an estimated $110K sold.

Advisor Resource Council first reported a position in ESOA in Q1 2024 and held it in 3 quarters. The position peaked at $110K in Q3 2024. 70 funds tracked by Wall St. Rank hold ESOA as of Q4 2024.

  • Advisor Resource Council reported no remaining Energy Services of America position as of Q4 2024 after selling out during the quarter.
  • Advisor Resource Council sold 11,585 Energy Services of America shares in Q4 2024, an estimated $110K.
  • Advisor Resource Council first reported a position in Energy Services of America in Q1 2024 and held it in 3 quarters.
  • Advisor Resource Council's Energy Services of America position peaked at $110K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held Energy Services of America as of Q4 2024.

Based on Advisor Resource Council's 13F filing for Q4 2024, filed 26 Feb 2025.