B. Riley Wealth Advisors’s Energy Services of America ESOA Stock Holding History

B. Riley Wealth Advisors’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	$1.22M	Buy	+96,500	New	+$1.26M	0.04%	395

Other funds holding ESOA

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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 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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

B. Riley Wealth Advisors's ESOA Position: Q4 2024 in Review

B. Riley Wealth Advisors opened a new position in Energy Services of America (ESOA) in Q4 2024: 96,500 shares worth $1.22M. The stake represents 0.04% of the portfolio and ranks #395 among its holdings.

70 funds tracked by Wall St. Rank hold ESOA as of Q4 2024.

B. Riley Wealth Advisors held 96,500 shares of Energy Services of America worth $1.22M as of Q4 2024.
Energy Services of America was a new B. Riley Wealth Advisors position in Q4 2024.
Energy Services of America made up 0.04% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #395 holding.
70 funds tracked by Wall St. Rank held Energy Services of America as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.