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Independent Financial Group’s Energy Services of America ESOA Stock Holding History

Independent Financial Group’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
Q1 		– Sell
-12,958
Closed -$164K – 1206
2024
Q4 		$164K Sell
12,958
-6,064
-32% -$79.2K 0.01% 1116
2024
Q3 		$181K Buy
19,022
+3,968
+26% +$33.9K 0.01% 1085
2024
Q2 		$108K Buy
+15,054
New +$109K ﹤0.01% 1052

Other funds holding ESOA

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
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Independent Financial Group's ESOA Position: Q1 2025 in Review

Independent Financial Group sold out of Energy Services of America (ESOA) in Q1 2025, closing a stake of 12,958 shares — an estimated $164K sold.

Independent Financial Group first reported a position in ESOA in Q2 2024 and held it in 3 quarters. The position peaked at $181K in Q3 2024. 74 funds tracked by Wall St. Rank hold ESOA as of Q1 2025.

  • Independent Financial Group reported no remaining Energy Services of America position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 12,958 Energy Services of America shares in Q1 2025, an estimated $164K.
  • Independent Financial Group first reported a position in Energy Services of America in Q2 2024 and held it in 3 quarters.
  • Independent Financial Group's Energy Services of America position peaked at $181K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.