Hillsdale Investment Management’s Energy Services of America ESOA Stock Holding History

Hillsdale Investment 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	$361K	Buy	+27,500	New	+$323K	0.01%	455
2025 Q2	–	Sell	-10,800	Closed	-$102K	–	652
2025 Q1	$102K	Sell	10,800 -1,700	-14%	-$18.5K	0.01%	451
2024 Q4	$158K	Sell	12,500 -8,700	-41%	-$114K	0.01%	417
2024 Q3	$201K	Buy	+21,200	New	+$181K	0.02%	404
2024 Q2	–	Sell	-32,800	Closed	-$271K	–	614
2024 Q1	$271K	Hold	32,800	–	–	0.02%	359
2023 Q4	$196K	Hold	32,800	–	–	0.02%	360
2023 Q3	$133K	Buy	+32,800	New	+$110K	0.01%	373

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Hillsdale Investment Management's ESOA Position: Q1 2026 in Review

Hillsdale Investment Management opened a new position in Energy Services of America (ESOA) in Q1 2026: 27,500 shares worth $361K. The stake represents 0.01% of the portfolio and ranks #455 among its holdings. This is a return to the name: Hillsdale Investment Management previously reported a position in ESOA as recently as Q1 2025.

Hillsdale Investment Management first reported a position in ESOA in Q3 2023 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

Hillsdale Investment Management held 27,500 shares of Energy Services of America worth $361K as of Q1 2026.
Energy Services of America was a new Hillsdale Investment Management position in Q1 2026.
Energy Services of America made up 0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #455 holding.
Hillsdale Investment Management first reported a position in Energy Services of America in Q3 2023 and has held it in 7 quarters since.
106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.