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Financial Consulate’s Energy Services of America ESOA Stock Holding History

Financial Consulate’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 		$9.67K Buy
+500
New +$8.15K ﹤0.01% 688

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

Financial Consulate's ESOA Position: Q2 2026 in Review

Financial Consulate opened a new position in Energy Services of America (ESOA) in Q2 2026: 500 shares worth $9.67K. The stake represents ﹤0.01% of the portfolio and ranks #688 among its holdings.

118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Financial Consulate held 500 shares of Energy Services of America worth $9.67K as of Q2 2026.
  • Energy Services of America was a new Financial Consulate position in Q2 2026.
  • Energy Services of America made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #688 holding.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.