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Empowered Funds’s Energy Services of America ESOA Stock Holding History

Empowered Funds’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 		– Sell
-11,650
Closed -$153K – 2168
2026
Q1 		$153K Hold
11,650
– – ﹤0.01% 2047
2025
Q4 		$95.2K Hold
11,650
– – ﹤0.01% 976
2025
Q3 		$121K Sell
11,650
-19,883
-63% -$201K ﹤0.01% 1780
2025
Q2 		$313K Sell
31,533
-463
-1% -$4.43K ﹤0.01% 1487
2025
Q1 		$302K Sell
31,996
-25,932
-45% -$283K ﹤0.01% 1406
2024
Q4 		$731K Buy
+57,928
New +$757K 0.01% 1058

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

Empowered Funds's ESOA Position: Q2 2026 in Review

Empowered Funds sold out of Energy Services of America (ESOA) in Q2 2026, closing a stake of 11,650 shares — an estimated $153K sold.

Empowered Funds first reported a position in ESOA in Q4 2024 and held it in 6 quarters. The position peaked at $731K in Q4 2024. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Empowered Funds reported no remaining Energy Services of America position as of Q2 2026 after selling out during the quarter.
  • Empowered Funds sold 11,650 Energy Services of America shares in Q2 2026, an estimated $153K.
  • Empowered Funds first reported a position in Energy Services of America in Q4 2024 and held it in 6 quarters.
  • Empowered Funds's Energy Services of America position peaked at $731K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.