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

Heartwood 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
2025
Q4 		– Sell
-75
Closed -$776 – 337
2025
Q3 		$776 Buy
+75
New +$757 ﹤0.01% 568

Other funds holding ESOA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Heartwood Wealth Advisors's ESOA Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Energy Services of America (ESOA) in Q4 2025, closing a stake of 75 shares — an estimated $776 sold.

Heartwood Wealth Advisors first reported a position in ESOA in Q3 2025 and held it in 1 quarter. The position peaked at $776 in Q3 2025. 88 funds tracked by Wall St. Rank hold ESOA as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Energy Services of America position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 75 Energy Services of America shares in Q4 2025, an estimated $776.
  • Heartwood Wealth Advisors first reported a position in Energy Services of America in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Energy Services of America position peaked at $776 in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Energy Services of America as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.