Integrated Wealth Concepts’s Energy Services of America ESOA Stock Holding History

Integrated Wealth Concepts’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	$3.08K	Buy	+159	New	+$2.59K	﹤0.01%	5207

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

Integrated Wealth Concepts's ESOA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Energy Services of America (ESOA) in Q2 2026: 159 shares worth $3.08K. The stake represents ﹤0.01% of the portfolio and ranks #5207 among its holdings.

118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

Integrated Wealth Concepts held 159 shares of Energy Services of America worth $3.08K as of Q2 2026.
Energy Services of America was a new Integrated Wealth Concepts position in Q2 2026.
Energy Services of America made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5207 holding.
118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.