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Formula Growth’s Energy Services of America ESOA Stock Holding History

Formula Growth’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 		– Sell
-42,689
Closed -$561K – 149
2026
Q1 		$561K Buy
+42,689
New +$502K 0.25% 115

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

Formula Growth's ESOA Position: Q2 2026 in Review

Formula Growth sold out of Energy Services of America (ESOA) in Q2 2026, closing a stake of 42,689 shares — an estimated $561K sold.

Formula Growth first reported a position in ESOA in Q1 2026 and held it in 1 quarter. The position peaked at $561K in Q1 2026. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Formula Growth reported no remaining Energy Services of America position as of Q2 2026 after selling out during the quarter.
  • Formula Growth sold 42,689 Energy Services of America shares in Q2 2026, an estimated $561K.
  • Formula Growth first reported a position in Energy Services of America in Q1 2026 and held it in 1 quarter.
  • Formula Growth's Energy Services of America position peaked at $561K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Formula Growth's 13F filing for Q2 2026, filed 17 Aug 2026.