Ameriprise
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Ameriprise’s Energy Services of America ESOA Stock Holding History

Ameriprise’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
2025
Q3 		– Sell
-35,311
Closed -$351K – 4094
2025
Q2 		$351K Sell
35,311
-30,200
-46% -$289K ﹤0.01% 3644
2025
Q1 		$619K Sell
65,511
-32,689
-33% -$356K ﹤0.01% 3407
2024
Q4 		$1.24M Buy
+98,200
New +$1.28M ﹤0.01% 3151

Other funds holding ESOA

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 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
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return

Ameriprise's ESOA Position: Q3 2025 in Review

Ameriprise sold out of Energy Services of America (ESOA) in Q3 2025, closing a stake of 35,311 shares — an estimated $351K sold.

Ameriprise first reported a position in ESOA in Q4 2024 and held it in 3 quarters. The position peaked at $1.24M in Q4 2024. 88 funds tracked by Wall St. Rank hold ESOA as of Q3 2025.

  • Ameriprise reported no remaining Energy Services of America position as of Q3 2025 after selling out during the quarter.
  • Ameriprise sold 35,311 Energy Services of America shares in Q3 2025, an estimated $351K.
  • Ameriprise first reported a position in Energy Services of America in Q4 2024 and held it in 3 quarters.
  • Ameriprise's Energy Services of America position peaked at $1.24M in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Energy Services of America as of Q3 2025.

Based on Ameriprise's 13F filing for Q3 2025, filed 14 Nov 2025.