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Algert Global’s Energy Services of America ESOA Stock Holding History

Algert Global’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
2026
Q2 		$3.54M Sell
182,808
-51,448
-22% -$839K 0.04% 670
2026
Q1 		$3.08M Buy
234,256
+219,152
+1,451% +$2.58M 0.05% 591
2025
Q4 		$123K Buy
+15,104
New +$145K ﹤0.01% 1084

Other funds holding ESOA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Algert Global's ESOA Position: Q2 2026 in Review

Algert Global reduced its Energy Services of America (ESOA) stake by 22% in Q2 2026, selling an estimated $839K and leaving 182,808 shares worth $3.54M. The position accounts for 0.04% of the portfolio, ranked #670.

Algert Global first reported a position in ESOA in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Algert Global held 182,808 shares of Energy Services of America worth $3.54M as of Q2 2026.
  • Algert Global sold 51,448 Energy Services of America shares in Q2 2026, an estimated $839K.
  • Energy Services of America made up 0.04% of Algert Global's portfolio in Q2 2026, its #670 holding.
  • Algert Global first reported a position in Energy Services of America in Q4 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.