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 Q2	$337K	Hold	17,382	–	–	0.22%	74
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return

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 $3.38T AUM 44.17% 1-Year Est. Return

Lionshead Wealth Management's ESOA Position: Q2 2026 in Review

Lionshead Wealth Management held its Energy Services of America (ESOA) position steady in Q2 2026 at 17,382 shares worth $337K. The position accounts for 0.22% of the portfolio, ranked #74.

Lionshead Wealth Management first reported a position in ESOA in Q4 2024 and has held it in 7 quarters since. The position peaked at $440K in Q4 2024. 117 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

Lionshead Wealth Management held 17,382 shares of Energy Services of America worth $337K as of Q2 2026.
Lionshead Wealth Management left its Energy Services of America share count unchanged in Q2 2026.
Energy Services of America made up 0.22% of Lionshead Wealth Management's portfolio in Q2 2026, its #74 holding.
Lionshead Wealth Management first reported a position in Energy Services of America in Q4 2024 and has held it in 7 quarters since.
Lionshead Wealth Management's Energy Services of America position peaked at $440K in Q4 2024.
117 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.