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
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

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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management's ESOA Position: Q1 2026 in Review

Geode Capital Management increased its Energy Services of America (ESOA) stake by 5.5% in Q1 2026, buying an estimated $177K and bringing the position to 287,098 shares worth $3.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2880.

Geode Capital Management first reported a position in ESOA in Q2 2022 and has held it in 16 quarters since. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Geode Capital Management held 287,098 shares of Energy Services of America worth $3.77M as of Q1 2026.
  • Geode Capital Management bought 15,043 Energy Services of America shares in Q1 2026, an estimated $177K.
  • Energy Services of America made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2880 holding.
  • Geode Capital Management first reported a position in Energy Services of America in Q2 2022 and has held it in 16 quarters since.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.