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

Larson 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
2026
Q1 		– Sell
-161
Closed -$1.31K – 3691
2025
Q4 		$1.31K Sell
161
-2,275
-93% -$21.9K ﹤0.01% 2876
2025
Q3 		$25.2K Buy
2,436
+1,314
+117% +$13.3K ﹤0.01% 1510
2025
Q2 		$11.2K Buy
1,122
+380
+51% +$3.64K ﹤0.01% 1760
2025
Q1 		$7.01K Buy
+742
New +$8.09K ﹤0.01% 1770

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 $5.72T AUM 30.48% 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 $969M AUM 19.6% 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
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

Larson Financial Group's ESOA Position: Q1 2026 in Review

Larson Financial Group sold out of Energy Services of America (ESOA) in Q1 2026, closing a stake of 161 shares — an estimated $1.31K sold.

Larson Financial Group first reported a position in ESOA in Q1 2025 and held it in 4 quarters. The position peaked at $25.2K in Q3 2025. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Larson Financial Group reported no remaining Energy Services of America position as of Q1 2026 after selling out during the quarter.
  • Larson Financial Group sold 161 Energy Services of America shares in Q1 2026, an estimated $1.31K.
  • Larson Financial Group first reported a position in Energy Services of America in Q1 2025 and held it in 4 quarters.
  • Larson Financial Group's Energy Services of America position peaked at $25.2K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.