LPL Financial
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LPL Financial’s Energy Services of America ESOA Stock Holding History

LPL Financial’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
2025
Q1 		– Sell
-12,356
Closed -$156K – 5410
2024
Q4 		$156K Buy
12,356
+395
+3% +$5.16K ﹤0.01% 4888
2024
Q3 		$114K Buy
+11,961
New +$102K ﹤0.01% 4871

Other funds holding ESOA

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

LPL Financial's ESOA Position: Q1 2025 in Review

LPL Financial sold out of Energy Services of America (ESOA) in Q1 2025, closing a stake of 12,356 shares — an estimated $156K sold.

LPL Financial first reported a position in ESOA in Q3 2024 and held it in 2 quarters. The position peaked at $156K in Q4 2024. 74 funds tracked by Wall St. Rank hold ESOA as of Q1 2025.

  • LPL Financial reported no remaining Energy Services of America position as of Q1 2025 after selling out during the quarter.
  • LPL Financial sold 12,356 Energy Services of America shares in Q1 2025, an estimated $156K.
  • LPL Financial first reported a position in Energy Services of America in Q3 2024 and held it in 2 quarters.
  • LPL Financial's Energy Services of America position peaked at $156K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2025.

Based on LPL Financial's 13F filing for Q1 2025, filed 7 May 2025.