Citigroup’s Energy Services of America ESOA Stock Holding History

Citigroup’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 Q2	$127K	Buy	6,565 +5,915	+910%	+$96.4K	﹤0.01%	4549
2026 Q1	$8.53K	Buy	650 +382	+143%	+$4.49K	﹤0.01%	5094
2025 Q4	$2.19K	Sell	268 -239	-47%	-$2.3K	﹤0.01%	5442
2025 Q3	$5.25K	Sell	507 -3,689	-88%	-$37.2K	﹤0.01%	5217
2025 Q2	$41.7K	Buy	4,196 +3,186	+315%	+$30.5K	﹤0.01%	4856
2025 Q1	$9.54K	Sell	1,010 -39,634	-98%	-$432K	﹤0.01%	5207
2024 Q4	$513K	Sell	40,644 -15,567	-28%	-$203K	﹤0.01%	3808
2024 Q3	$534K	Buy	+56,211	New	+$481K	﹤0.01%	3687

Other funds holding ESOA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SFO

Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup's ESOA Position: Q2 2026 in Review

Citigroup increased its Energy Services of America (ESOA) stake by 910% in Q2 2026, buying an estimated $96.4K and bringing the position to 6,565 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #4549.

Citigroup first reported a position in ESOA in Q3 2024 and has held it in 8 quarters since. The position peaked at $534K in Q3 2024. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

Citigroup held 6,565 shares of Energy Services of America worth $127K as of Q2 2026.
Citigroup bought 5,915 Energy Services of America shares in Q2 2026, an estimated $96.4K.
Energy Services of America made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #4549 holding.
Citigroup first reported a position in Energy Services of America in Q3 2024 and has held it in 8 quarters since.
Citigroup's Energy Services of America position peaked at $534K in Q3 2024.
118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.