Essential Partners’s Energy Services of America ESOA Stock Holding History

Essential Partners’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	$424	Sell	38 -5	-12%	-$68	﹤0.01%	2446
2026 Q2	$832	Buy	43 +42	+4,200%	+$685	﹤0.01%	2324
2026 Q1	$13	Sell	1 -1	-50%	-$12	﹤0.01%	2834
2025 Q4	$16	Sell	2 -2	-50%	-$19	﹤0.01%	2729
2025 Q3	$41	Buy	+4	New	+$40	﹤0.01%	2588

Other funds holding ESOA

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

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

TWD

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

Essential Partners's ESOA Position: Q3 2026 in Review

Essential Partners reduced its Energy Services of America (ESOA) stake by 12% in Q3 2026, selling an estimated $68 and leaving 38 shares worth $424. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

Essential Partners first reported a position in ESOA in Q3 2025 and has held it in 5 quarters since. The position peaked at $832 in Q2 2026. 5 funds tracked by Wall St. Rank hold ESOA as of Q3 2026.

Essential Partners held 38 shares of Energy Services of America worth $424 as of Q3 2026.
Essential Partners sold 5 Energy Services of America shares in Q3 2026, an estimated $68.
Energy Services of America made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2446 holding.
Essential Partners first reported a position in Energy Services of America in Q3 2025 and has held it in 5 quarters since.
Essential Partners's Energy Services of America position peaked at $832 in Q2 2026.
5 funds tracked by Wall St. Rank held Energy Services of America as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.