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
Q2 		$3.18M Sell
164,412
-53,088
-24% -$866K ﹤0.01% 1704
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Needham Investment Management
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Stokes Family Office
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jim Simons's ESOA Position: Q2 2026 in Review

Jim Simons reduced its Energy Services of America (ESOA) stake by 24% in Q2 2026, selling an estimated $866K and leaving 164,412 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Jim Simons first reported a position in ESOA in Q2 2022 and has held it in 17 quarters since. 117 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Jim Simons held 164,412 shares of Energy Services of America worth $3.18M as of Q2 2026.
  • Jim Simons sold 53,088 Energy Services of America shares in Q2 2026, an estimated $866K.
  • Energy Services of America made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #1704 holding.
  • Jim Simons first reported a position in Energy Services of America in Q2 2022 and has held it in 17 quarters since.
  • 117 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.