Kestra Advisory Services’s Energy Services of America ESOA Stock Holding History

Kestra Advisory Services’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	$244K	Buy	12,629 +25	+0.2%	+$408	﹤0.01%	2954
2026 Q1	$165K	Sell	12,604 -4,799	-28%	-$56.4K	﹤0.01%	2973
2025 Q4	$142K	Sell	17,403 -5,358	-24%	-$51.5K	﹤0.01%	3165
2025 Q3	$236K	Sell	22,761 -2,098	-8%	-$21.2K	﹤0.01%	2625
2025 Q2	$247K	Buy	+24,859	New	+$238K	﹤0.01%	2509

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

Kestra Advisory Services's ESOA Position: Q2 2026 in Review

Kestra Advisory Services increased its Energy Services of America (ESOA) stake by 0.2% in Q2 2026, buying an estimated $408 and bringing the position to 12,629 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2954.

Kestra Advisory Services first reported a position in ESOA in Q2 2025 and has held it in 5 quarters since. The position peaked at $247K in Q2 2025. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

Kestra Advisory Services held 12,629 shares of Energy Services of America worth $244K as of Q2 2026.
Kestra Advisory Services bought 25 Energy Services of America shares in Q2 2026, an estimated $408.
Energy Services of America made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2954 holding.
Kestra Advisory Services first reported a position in Energy Services of America in Q2 2025 and has held it in 5 quarters since.
Kestra Advisory Services's Energy Services of America position peaked at $247K in Q2 2025.
118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.