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Bay Colony Advisors’s Energy Services of America ESOA Stock Holding History

Bay Colony 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
-11,055
Closed -$105K – 482
2025
Q1 		$105K Sell
11,055
-15
-0.1% -$163 0.02% 431
2024
Q4 		$140K Buy
+11,070
New +$145K 0.02% 434

Other funds holding ESOA

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Bay Colony Advisors's ESOA Position: Q2 2025 in Review

Bay Colony Advisors sold out of Energy Services of America (ESOA) in Q2 2025, closing a stake of 11,055 shares — an estimated $105K sold.

Bay Colony Advisors first reported a position in ESOA in Q4 2024 and held it in 2 quarters. The position peaked at $140K in Q4 2024. 84 funds tracked by Wall St. Rank hold ESOA as of Q2 2025.

  • Bay Colony Advisors reported no remaining Energy Services of America position as of Q2 2025 after selling out during the quarter.
  • Bay Colony Advisors sold 11,055 Energy Services of America shares in Q2 2025, an estimated $105K.
  • Bay Colony Advisors first reported a position in Energy Services of America in Q4 2024 and held it in 2 quarters.
  • Bay Colony Advisors's Energy Services of America position peaked at $140K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2025.

Based on Bay Colony Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.