Jim Simons
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Jim Simons’s Energy Services of America ESOA Stock Holding History

Jim Simons’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
Q1 		$2.86M Buy
217,500
+149,800
+221% +$1.76M ﹤0.01% 1685
2025
Q4 		$553K Sell
67,700
-8,700
-11% -$83.6K ﹤0.01% 2537
2025
Q3 		$791K Sell
76,400
-9,300
-11% -$93.9K ﹤0.01% 2595
2025
Q2 		$852K Sell
85,700
-10,700
-11% -$102K ﹤0.01% 2587
2025
Q1 		$911K Sell
96,400
-31,400
-25% -$342K ﹤0.01% 2478
2024
Q4 		$1.61M Sell
127,800
-43,900
-26% -$574K ﹤0.01% 2189
2024
Q3 		$1.63M Sell
171,700
-32,192
-16% -$275K ﹤0.01% 2151
2024
Q2 		$1.46M Buy
203,892
+23,192
+13% +$168K ﹤0.01% 2086
2024
Q1 		$1.49M Sell
180,700
-84,700
-32% -$623K ﹤0.01% 2228
2023
Q4 		$1.59M Buy
265,400
+92,199
+53% +$422K ﹤0.01% 2094
2023
Q3 		$701K Buy
173,201
+68,601
+66% +$229K ﹤0.01% 2542
2023
Q2 		$303K Sell
104,600
-24,900
-19% -$56.6K ﹤0.01% 3117
2023
Q1 		$297K Buy
129,500
+38,200
+42% +$93.4K ﹤0.01% 3127
2022
Q4 		$235K Buy
91,300
+35,000
+62% +$96.3K ﹤0.01% 3344
2022
Q3 		$161K Buy
56,300
+37,000
+192% +$97.4K ﹤0.01% 3452
2022
Q2 		$40K Buy
+19,300
New +$47.6K ﹤0.01% 4035

Other funds holding ESOA

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Jim Simons's ESOA Position: Q1 2026 in Review

Jim Simons increased its Energy Services of America (ESOA) stake by 221% in Q1 2026, buying an estimated $1.76M and bringing the position to 217,500 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Jim Simons first reported a position in ESOA in Q2 2022 and has held it in 16 quarters since. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Jim Simons held 217,500 shares of Energy Services of America worth $2.86M as of Q1 2026.
  • Jim Simons bought 149,800 Energy Services of America shares in Q1 2026, an estimated $1.76M.
  • Energy Services of America made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1685 holding.
  • Jim Simons first reported a position in Energy Services of America in Q2 2022 and has held it in 16 quarters since.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.