Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Energy Services of America ESOA Stock Holding History

Carson Wealth (CWM LLC)’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 		$1.2K Buy
91
+65
+250% +$765 ﹤0.01% 5371
2025
Q4 		$0 Sell
26
-30
-54% -$288 ﹤0.01% 5434
2025
Q3 		$1K Buy
+56
New +$565 ﹤0.01% 5108

Other funds holding ESOA

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ESOA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Energy Services of America (ESOA) stake by 250% in Q1 2026, buying an estimated $765 and bringing the position to 91 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5371.

Carson Wealth (CWM LLC) first reported a position in ESOA in Q3 2025 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 91 shares of Energy Services of America worth $1.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 65 Energy Services of America shares in Q1 2026, an estimated $765.
  • Energy Services of America made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5371 holding.
  • Carson Wealth (CWM LLC) first reported a position in Energy Services of America in Q3 2025 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.