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 Q2	–	Sell	-27,500	Closed	-$361K	–	689
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

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 Malvern, Pennsylvania $4.68T AUM

SFO

Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hillsdale Investment Management's ESOA Position: Q2 2026 in Review

Hillsdale Investment Management sold out of Energy Services of America (ESOA) in Q2 2026, closing a stake of 27,500 shares — an estimated $361K sold.

Hillsdale Investment Management first reported a position in ESOA in Q3 2023 and held it in 7 quarters. The position peaked at $361K in Q1 2026. 117 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

Hillsdale Investment Management reported no remaining Energy Services of America position as of Q2 2026 after selling out during the quarter.
Hillsdale Investment Management sold 27,500 Energy Services of America shares in Q2 2026, an estimated $361K.
Hillsdale Investment Management first reported a position in Energy Services of America in Q3 2023 and held it in 7 quarters.
Hillsdale Investment Management's Energy Services of America position peaked at $361K in Q1 2026.
117 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

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