Copeland Capital Management’s Energy Services of America ESOA Stock Holding History

Copeland Capital 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 Q3	$121K	Buy	10,857 +6,232	+135%	+$84.4K	﹤0.01%	199
2026 Q2	$89.4K	Sell	4,625 -2,260	-33%	-$36.8K	﹤0.01%	178
2026 Q1	$90.4K	Buy	6,885 +435	+7%	+$5.12K	﹤0.01%	175
2025 Q4	$52.7K	Hold	6,450	–	–	﹤0.01%	215
2025 Q3	$66.8K	Buy	+6,450	New	+$65.1K	﹤0.01%	190

Other funds holding ESOA

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Copeland Capital Management's ESOA Position: Q3 2026 in Review

Copeland Capital Management increased its Energy Services of America (ESOA) stake by 135% in Q3 2026, buying an estimated $84.4K and bringing the position to 10,857 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Copeland Capital Management first reported a position in ESOA in Q3 2025 and has held it in 5 quarters since. 5 funds tracked by Wall St. Rank hold ESOA as of Q3 2026.

Copeland Capital Management held 10,857 shares of Energy Services of America worth $121K as of Q3 2026.
Copeland Capital Management bought 6,232 Energy Services of America shares in Q3 2026, an estimated $84.4K.
Energy Services of America made up ﹤0.01% of Copeland Capital Management's portfolio in Q3 2026, its #199 holding.
Copeland Capital Management first reported a position in Energy Services of America in Q3 2025 and has held it in 5 quarters since.
5 funds tracked by Wall St. Rank held Energy Services of America as of Q3 2026.

Based on Copeland Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.