IFP Advisors
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IFP Advisors’s Energy Services of America ESOA Stock Holding History

IFP 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
2026
Q3 		$301 Sell
27
-15
-36% -$203 ﹤0.01% 4799
2026
Q2 		$812 Buy
+42
New +$685 ﹤0.01% 4564
2024
Q2 		– Sell
-2,093
Closed -$17.3K – 3262
2024
Q1 		$17.3K Buy
+2,093
New +$15.4K ﹤0.01% 2041

Other funds holding ESOA

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Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Stokes Family Office
Stokes Family Office New Orleans, Louisiana $808M AUM 19.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

IFP Advisors's ESOA Position: Q3 2026 in Review

IFP Advisors reduced its Energy Services of America (ESOA) stake by 36% in Q3 2026, selling an estimated $203 and leaving 27 shares worth $301. The position accounts for ﹤0.01% of the portfolio, ranked #4799.

IFP Advisors first reported a position in ESOA in Q1 2024 and has held it in 3 quarters since. The position peaked at $17.3K in Q1 2024. 78 funds tracked by Wall St. Rank hold ESOA as of Q3 2026.

  • IFP Advisors held 27 shares of Energy Services of America worth $301 as of Q3 2026.
  • IFP Advisors sold 15 Energy Services of America shares in Q3 2026, an estimated $203.
  • Energy Services of America made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4799 holding.
  • IFP Advisors first reported a position in Energy Services of America in Q1 2024 and has held it in 3 quarters since.
  • IFP Advisors's Energy Services of America position peaked at $17.3K in Q1 2024.
  • 78 funds tracked by Wall St. Rank held Energy Services of America as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.