Marshall Wace
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Marshall Wace’s Energy Services of America ESOA Stock Holding History

Marshall Wace’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 		$4.93M Sell
254,906
-31,103
-11% -$507K ﹤0.01% 1383
2026
Q1 		$3.76M Buy
+286,009
New +$3.36M ﹤0.01% 1440
2025
Q2 		– Sell
-51,130
Closed -$483K – 2834
2025
Q1 		$483K Sell
51,130
-1,912
-4% -$20.8K ﹤0.01% 2089
2024
Q4 		$669K Sell
53,042
-35,276
-40% -$461K ﹤0.01% 1921
2024
Q3 		$839K Buy
+88,318
New +$755K ﹤0.01% 1719

Other funds holding ESOA

BlackRock
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace's ESOA Position: Q2 2026 in Review

Marshall Wace reduced its Energy Services of America (ESOA) stake by 11% in Q2 2026, selling an estimated $507K and leaving 254,906 shares worth $4.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Marshall Wace first reported a position in ESOA in Q3 2024 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Marshall Wace held 254,906 shares of Energy Services of America worth $4.93M as of Q2 2026.
  • Marshall Wace sold 31,103 Energy Services of America shares in Q2 2026, an estimated $507K.
  • Energy Services of America made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1383 holding.
  • Marshall Wace first reported a position in Energy Services of America in Q3 2024 and has held it in 5 quarters since.
  • 117 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.