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
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

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Marshall Wace's ESOA Position: Q1 2026 in Review

Marshall Wace opened a new position in Energy Services of America (ESOA) in Q1 2026: 286,009 shares worth $3.76M. The stake represents ﹤0.01% of the portfolio and ranks #1440 among its holdings. This is a return to the name: Marshall Wace previously reported a position in ESOA as recently as Q1 2025.

Marshall Wace first reported a position in ESOA in Q3 2024 and has held it in 4 quarters since. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Marshall Wace held 286,009 shares of Energy Services of America worth $3.76M as of Q1 2026.
  • Energy Services of America was a new Marshall Wace position in Q1 2026.
  • Energy Services of America made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #1440 holding.
  • Marshall Wace first reported a position in Energy Services of America in Q3 2024 and has held it in 4 quarters since.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.