Balyasny Asset Management
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Balyasny Asset Management’s Energy Services of America ESOA Stock Holding History

Balyasny Asset Management’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
-328,148
Closed -$2.68M – 3061
2025
Q4 		$2.68M Sell
328,148
-91,312
-22% -$878K ﹤0.01% 1725
2025
Q3 		$4.34M Buy
419,460
+46,295
+12% +$467K 0.01% 1426
2025
Q2 		$3.71M Buy
373,165
+127,016
+52% +$1.22M 0.01% 1432
2025
Q1 		$2.33M Buy
246,149
+223,444
+984% +$2.44M ﹤0.01% 1636
2024
Q4 		$287K Buy
22,705
+4,007
+21% +$52.4K ﹤0.01% 2402
2024
Q3 		$178K Buy
+18,698
New +$160K ﹤0.01% 2586

Other funds holding ESOA

NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Balyasny Asset Management's ESOA Position: Q1 2026 in Review

Balyasny Asset Management sold out of Energy Services of America (ESOA) in Q1 2026, closing a stake of 328,148 shares — an estimated $2.68M sold.

Balyasny Asset Management first reported a position in ESOA in Q3 2024 and held it in 6 quarters. The position peaked at $4.34M in Q3 2025. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Balyasny Asset Management reported no remaining Energy Services of America position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 328,148 Energy Services of America shares in Q1 2026, an estimated $2.68M.
  • Balyasny Asset Management first reported a position in Energy Services of America in Q3 2024 and held it in 6 quarters.
  • Balyasny Asset Management's Energy Services of America position peaked at $4.34M in Q3 2025.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.