AB
ESOA icon

Amalgamated Bank’s Energy Services of America ESOA Stock Holding History

Amalgamated Bank’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
Q1 		– Sell
-371
Closed -$3K – 2007
2025
Q4 		$3K Sell
371
-33
-8% -$317 ﹤0.01% 2846
2025
Q3 		$4K Hold
404
– – ﹤0.01% 2828
2025
Q2 		$4K Buy
+404
New +$3.87K ﹤0.01% 2833

Other funds holding ESOA

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Amalgamated Bank's ESOA Position: Q1 2026 in Review

Amalgamated Bank sold out of Energy Services of America (ESOA) in Q1 2026, closing a stake of 371 shares — an estimated $3K sold.

Amalgamated Bank first reported a position in ESOA in Q2 2025 and held it in 3 quarters. The position peaked at $4K in Q3 2025. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Amalgamated Bank reported no remaining Energy Services of America position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 371 Energy Services of America shares in Q1 2026, an estimated $3K.
  • Amalgamated Bank first reported a position in Energy Services of America in Q2 2025 and held it in 3 quarters.
  • Amalgamated Bank's Energy Services of America position peaked at $4K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.