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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
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

BlackRock
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Copeland Capital Management's ESOA Position: Q2 2026 in Review

Copeland Capital Management reduced its Energy Services of America (ESOA) stake by 33% in Q2 2026, selling an estimated $36.8K and leaving 4,625 shares worth $89.4K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Copeland Capital Management first reported a position in ESOA in Q3 2025 and has held it in 4 quarters since. The position peaked at $90.4K in Q1 2026. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Copeland Capital Management held 4,625 shares of Energy Services of America worth $89.4K as of Q2 2026.
  • Copeland Capital Management sold 2,260 Energy Services of America shares in Q2 2026, an estimated $36.8K.
  • Energy Services of America made up ﹤0.01% of Copeland Capital Management's portfolio in Q2 2026, its #178 holding.
  • Copeland Capital Management first reported a position in Energy Services of America in Q3 2025 and has held it in 4 quarters since.
  • Copeland Capital Management's Energy Services of America position peaked at $90.4K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.