Lionshead Wealth Management’s Energy Services of America ESOA Stock Holding History

Lionshead Wealth Management’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	$229K	Hold	17,382	–	–	0.17%	98
2025 Q4	$142K	Hold	17,382	–	–	0.11%	106
2025 Q3	$180K	Hold	17,382	–	–	0.14%	103
2025 Q2	$173K	Hold	17,382	–	–	0.16%	93
2025 Q1	$165K	Sell	17,382 -17,382	-50%	-$189K	0.17%	87
2024 Q4	$440K	Buy	+34,764	New	+$454K	0.32%	65

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Lionshead Wealth Management's ESOA Position: Q1 2026 in Review

Lionshead Wealth Management held its Energy Services of America (ESOA) position steady in Q1 2026 at 17,382 shares worth $229K. The position accounts for 0.17% of the portfolio, ranked #98.

Lionshead Wealth Management first reported a position in ESOA in Q4 2024 and has held it in 6 quarters since. The position peaked at $440K in Q4 2024. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

Lionshead Wealth Management held 17,382 shares of Energy Services of America worth $229K as of Q1 2026.
Lionshead Wealth Management left its Energy Services of America share count unchanged in Q1 2026.
Energy Services of America made up 0.17% of Lionshead Wealth Management's portfolio in Q1 2026, its #98 holding.
Lionshead Wealth Management first reported a position in Energy Services of America in Q4 2024 and has held it in 6 quarters since.
Lionshead Wealth Management's Energy Services of America position peaked at $440K in Q4 2024.
106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.