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Bailard’s Energy Services of America ESOA Stock Holding History

Bailard’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
-26,800
Closed -$266K – 822
2025
Q2 		$266K Hold
26,800
– – 0.01% 640
2025
Q1 		$253K Buy
+26,800
New +$292K 0.01% 619
2024
Q1 		– Sell
-18,800
Closed -$112K – 759
2023
Q4 		$112K Buy
+18,800
New +$86K ﹤0.01% 682
2023
Q2 		– Sell
-19,100
Closed -$43.7K – 714
2023
Q1 		$43.7K Sell
19,100
-6,200
-25% -$15.2K ﹤0.01% 698
2022
Q4 		$65.5K Buy
25,300
+2,000
+9% +$5.5K ﹤0.01% 688
2022
Q3 		$67K Buy
+23,300
New +$61.3K ﹤0.01% 649

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

Bailard's ESOA Position: Q3 2025 in Review

Bailard sold out of Energy Services of America (ESOA) in Q3 2025, closing a stake of 26,800 shares — an estimated $266K sold.

Bailard first reported a position in ESOA in Q3 2022 and held it in 6 quarters. The position peaked at $266K in Q2 2025. 88 funds tracked by Wall St. Rank hold ESOA as of Q3 2025.

  • Bailard reported no remaining Energy Services of America position as of Q3 2025 after selling out during the quarter.
  • Bailard sold 26,800 Energy Services of America shares in Q3 2025, an estimated $266K.
  • Bailard first reported a position in Energy Services of America in Q3 2022 and held it in 6 quarters.
  • Bailard's Energy Services of America position peaked at $266K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held Energy Services of America as of Q3 2025.

Based on Bailard's 13F filing for Q3 2025, filed 30 Oct 2025.