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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
2025
Q2 		– Sell
-59,500
Closed -$562K – 1140
2025
Q1 		$562K Sell
59,500
-37,000
-38% -$403K 0.02% 712
2024
Q4 		$1.22M Buy
+96,500
New +$1.26M 0.04% 395

Other funds holding ESOA

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $782M AUM 62.56% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return

B. Riley Wealth Advisors's ESOA Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Energy Services of America (ESOA) in Q2 2025, closing a stake of 59,500 shares — an estimated $562K sold.

B. Riley Wealth Advisors first reported a position in ESOA in Q4 2024 and held it in 2 quarters. The position peaked at $1.22M in Q4 2024. 84 funds tracked by Wall St. Rank hold ESOA as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Energy Services of America position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 59,500 Energy Services of America shares in Q2 2025, an estimated $562K.
  • B. Riley Wealth Advisors first reported a position in Energy Services of America in Q4 2024 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Energy Services of America position peaked at $1.22M in Q4 2024.
  • 84 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.