Essex Investment Management’s Energy Services of America ESOA Stock Holding History

Essex Investment 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 Q1	$343K	Hold	26,088	–	–	0.05%	182
2025 Q4	$213K	Buy	26,088 +8,462	+48%	+$81.3K	0.03%	200
2025 Q3	$182K	Hold	17,626	–	–	0.03%	206
2025 Q2	$175K	Sell	17,626 -206	-1%	-$1.97K	0.03%	200
2025 Q1	$169K	Hold	17,832	–	–	0.04%	192
2024 Q4	$225K	Sell	17,832 -2,058	-10%	-$26.9K	0.04%	184
2024 Q3	$189K	Sell	19,890 -4,138	-17%	-$35.4K	0.03%	196
2024 Q2	$172K	Sell	24,028 -45,397	-65%	-$329K	0.03%	194
2024 Q1	$573K	Hold	69,425	–	–	0.11%	165
2023 Q4	$415K	Sell	69,425 -27,738	-29%	-$127K	0.08%	184
2023 Q3	$393K	Buy	+97,163	New	+$325K	0.06%	246

Other funds holding ESOA

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Essex Investment Management's ESOA Position: Q1 2026 in Review

Essex Investment Management held its Energy Services of America (ESOA) position steady in Q1 2026 at 26,088 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #182.

Essex Investment Management first reported a position in ESOA in Q3 2023 and has held it in 11 quarters since. The position peaked at $573K in Q1 2024. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

Essex Investment Management held 26,088 shares of Energy Services of America worth $343K as of Q1 2026.
Essex Investment Management left its Energy Services of America share count unchanged in Q1 2026.
Energy Services of America made up 0.05% of Essex Investment Management's portfolio in Q1 2026, its #182 holding.
Essex Investment Management first reported a position in Energy Services of America in Q3 2023 and has held it in 11 quarters since.
Essex Investment Management's Energy Services of America position peaked at $573K in Q1 2024.
106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.