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EverSource Wealth Advisors’s Energy Services of America ESOA Stock Holding History

EverSource Wealth Advisors’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 		$734 Buy
+38
New +$620 ﹤0.01% 4053
2025
Q4 		– Sell
-49
Closed -$507 – 4317
2025
Q3 		$507 Buy
+49
New +$495 ﹤0.01% 3946

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

EverSource Wealth Advisors's ESOA Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Energy Services of America (ESOA) in Q2 2026: 38 shares worth $734. The stake represents ﹤0.01% of the portfolio and ranks #4053 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in ESOA as recently as Q3 2025.

EverSource Wealth Advisors first reported a position in ESOA in Q3 2025 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • EverSource Wealth Advisors held 38 shares of Energy Services of America worth $734 as of Q2 2026.
  • Energy Services of America was a new EverSource Wealth Advisors position in Q2 2026.
  • Energy Services of America made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4053 holding.
  • EverSource Wealth Advisors first reported a position in Energy Services of America in Q3 2025 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.