Geode Capital Management
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Geode Capital Management’s Energy Services of America ESOA Stock Holding History

Geode Capital 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
Q2 		$6.88M Buy
355,827
+68,729
+24% +$1.12M ﹤0.01% 2744
2026
Q1 		$3.77M Buy
287,098
+15,043
+6% +$177K ﹤0.01% 2880
2025
Q4 		$2.22M Sell
272,055
-1,881
-0.7% -$18.1K ﹤0.01% 3129
2025
Q3 		$2.84M Buy
273,936
+6,310
+2% +$63.7K ﹤0.01% 3064
2025
Q2 		$2.66M Buy
267,626
+140,986
+111% +$1.35M ﹤0.01% 3044
2025
Q1 		$1.2M Buy
126,640
+5,065
+4% +$55.2K ﹤0.01% 3242
2024
Q4 		$1.54M Sell
121,575
-1,889
-2% -$24.7K ﹤0.01% 3221
2024
Q3 		$1.17M Buy
123,464
+24,108
+24% +$206K ﹤0.01% 3304
2024
Q2 		$712K Buy
99,356
+3,995
+4% +$29K ﹤0.01% 3436
2024
Q1 		$787K Buy
95,361
+9,074
+11% +$66.8K ﹤0.01% 3449
2023
Q4 		$516K Buy
86,287
+14,921
+21% +$68.2K ﹤0.01% 3605
2023
Q3 		$289K Buy
71,366
+11,345
+19% +$37.9K ﹤0.01% 3822
2023
Q2 		$174K Hold
60,021
– – ﹤0.01% 4100
2023
Q1 		$137K Hold
60,021
– – ﹤0.01% 4215
2022
Q4 		$155K Buy
60,021
+1,707
+3% +$4.7K ﹤0.01% 4217
2022
Q3 		$166K Hold
58,314
– – ﹤0.01% 4312
2022
Q2 		$120K Buy
+58,314
New +$144K ﹤0.01% 4509

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
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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Geode Capital Management's ESOA Position: Q2 2026 in Review

Geode Capital Management increased its Energy Services of America (ESOA) stake by 24% in Q2 2026, buying an estimated $1.12M and bringing the position to 355,827 shares worth $6.88M. The position accounts for ﹤0.01% of the portfolio, ranked #2744.

Geode Capital Management first reported a position in ESOA in Q2 2022 and has held it in 17 quarters since. 117 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Geode Capital Management held 355,827 shares of Energy Services of America worth $6.88M as of Q2 2026.
  • Geode Capital Management bought 68,729 Energy Services of America shares in Q2 2026, an estimated $1.12M.
  • Energy Services of America made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2744 holding.
  • Geode Capital Management first reported a position in Energy Services of America in Q2 2022 and has held it in 17 quarters since.
  • 117 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.