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

Jefferies 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
Q2 		– Sell
-18,900
Closed -$179K – 1460
2025
Q1 		$179K Hold
18,900
– – ﹤0.01% 1406
2024
Q4 		$239K Buy
18,900
+8,300
+78% +$108K ﹤0.01% 1336
2024
Q3 		$101K Buy
+10,600
New +$90.6K ﹤0.01% 1300

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Jefferies Financial Group's ESOA Position: Q2 2025 in Review

Jefferies Financial Group sold out of Energy Services of America (ESOA) in Q2 2025, closing a stake of 18,900 shares — an estimated $179K sold.

Jefferies Financial Group first reported a position in ESOA in Q3 2024 and held it in 3 quarters. The position peaked at $239K in Q4 2024. 84 funds tracked by Wall St. Rank hold ESOA as of Q2 2025.

  • Jefferies Financial Group reported no remaining Energy Services of America position as of Q2 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 18,900 Energy Services of America shares in Q2 2025, an estimated $179K.
  • Jefferies Financial Group first reported a position in Energy Services of America in Q3 2024 and held it in 3 quarters.
  • Jefferies Financial Group's Energy Services of America position peaked at $239K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2025.

Based on Jefferies Financial Group's 13F filing for Q2 2025, filed 12 Aug 2025.