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Crown Wealth Group’s Energy Services of America ESOA Stock Holding History

Crown Wealth Group’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 		$309K Hold
15,991
– – 0.08% 110
2026
Q1 		$210K Hold
15,991
– – 0.06% 139
2025
Q4 		$131K Hold
15,991
– – 0.04% 142
2025
Q3 		$166K Hold
15,991
– – 0.05% 125
2025
Q2 		$159K Hold
15,991
– – 0.06% 116
2025
Q1 		$151K Hold
15,991
– – 0.08% 106
2024
Q4 		$202K Hold
15,991
– – 0.08% 111
2024
Q3 		$152K Hold
15,991
– – 0.07% 114
2024
Q2 		$114K Hold
15,991
– – 0.06% 105
2024
Q1 		$132K Hold
15,991
– – 0.07% 107
2023
Q4 		$95.6K Hold
15,991
– – 0.06% 96
2023
Q3 		$64.7K Hold
15,991
– – 0.05% 69
2023
Q2 		$46.4K Buy
+15,991
New +$36.3K 0.04% 66

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

Crown Wealth Group's ESOA Position: Q2 2026 in Review

Crown Wealth Group held its Energy Services of America (ESOA) position steady in Q2 2026 at 15,991 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #110.

Crown Wealth Group first reported a position in ESOA in Q2 2023 and has held it in 13 quarters since. 117 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Crown Wealth Group held 15,991 shares of Energy Services of America worth $309K as of Q2 2026.
  • Crown Wealth Group left its Energy Services of America share count unchanged in Q2 2026.
  • Energy Services of America made up 0.08% of Crown Wealth Group's portfolio in Q2 2026, its #110 holding.
  • Crown Wealth Group first reported a position in Energy Services of America in Q2 2023 and has held it in 13 quarters since.
  • 117 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.