John Overdeck’s Energy Services of America ESOA Stock Holding History

John Overdeck’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	$6.25M	Buy	323,147 +74,486	+30%	+$1.21M	﹤0.01%	1931
2026 Q1	$3.26M	Buy	248,661 +176,459	+244%	+$2.08M	﹤0.01%	2375
2025 Q4	$590K	Sell	72,202 -5,009	-6%	-$48.1K	﹤0.01%	3215
2025 Q3	$799K	Buy	77,211 +6,785	+10%	+$68.5K	﹤0.01%	2727
2025 Q2	$700K	Buy	70,426 +40,080	+132%	+$384K	﹤0.01%	2440
2025 Q1	$287K	Buy	30,346 +10,146	+50%	+$111K	﹤0.01%	2733
2024 Q4	$255K	Sell	20,200 -5,268	-21%	-$68.8K	﹤0.01%	2793
2024 Q3	$242K	Buy	+25,468	New	+$218K	﹤0.01%	2751
2024 Q2	–	Sell	-20,015	Closed	-$165K	–	3113
2024 Q1	$165K	Buy	+20,015	New	+$147K	﹤0.01%	2755

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

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

John Overdeck's ESOA Position: Q2 2026 in Review

John Overdeck increased its Energy Services of America (ESOA) stake by 30% in Q2 2026, buying an estimated $1.21M and bringing the position to 323,147 shares worth $6.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

John Overdeck first reported a position in ESOA in Q1 2024 and has held it in 9 quarters since. 117 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

John Overdeck held 323,147 shares of Energy Services of America worth $6.25M as of Q2 2026.
John Overdeck bought 74,486 Energy Services of America shares in Q2 2026, an estimated $1.21M.
Energy Services of America made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #1931 holding.
John Overdeck first reported a position in Energy Services of America in Q1 2024 and has held it in 9 quarters since.
117 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.