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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
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

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

Essential Partners's ESOA Position: Q2 2026 in Review

Essential Partners increased its Energy Services of America (ESOA) stake by 4,200% in Q2 2026, buying an estimated $685 and bringing the position to 43 shares worth $832. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

Essential Partners first reported a position in ESOA in Q3 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Essential Partners held 43 shares of Energy Services of America worth $832 as of Q2 2026.
  • Essential Partners bought 42 Energy Services of America shares in Q2 2026, an estimated $685.
  • Energy Services of America made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2324 holding.
  • Essential Partners first reported a position in Energy Services of America in Q3 2025 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.