Morgan Stanley’s Energy Services of America ESOA Stock Holding History

Morgan Stanley’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	$500K	Sell	25,862 -1,672	-6%	-$27.3K	﹤0.01%	5557
2026 Q1	$362K	Sell	27,534 -36,482	-57%	-$429K	﹤0.01%	5630
2025 Q4	$523K	Buy	64,016 +24,790	+63%	+$238K	﹤0.01%	5489
2025 Q3	$406K	Sell	39,226 -19,747	-33%	-$199K	﹤0.01%	5598
2025 Q2	$586K	Sell	58,973 -221,283	-79%	-$2.12M	﹤0.01%	5391
2025 Q1	$2.65M	Sell	280,256 -135,937	-33%	-$1.48M	﹤0.01%	4429
2024 Q4	$5.25M	Buy	416,193 +61,191	+17%	+$799K	﹤0.01%	3951
2024 Q3	$3.37M	Buy	355,002 +14,718	+4%	+$126K	﹤0.01%	4266
2024 Q2	$2.44M	Sell	340,284 -103,093	-23%	-$748K	﹤0.01%	4425
2024 Q1	$3.66M	Buy	+443,377	New	+$3.26M	﹤0.01%	4170

Other funds holding ESOA

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 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 $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley's ESOA Position: Q2 2026 in Review

Morgan Stanley reduced its Energy Services of America (ESOA) stake by 6.1% in Q2 2026, selling an estimated $27.3K and leaving 25,862 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #5557.

Morgan Stanley first reported a position in ESOA in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.25M in Q4 2024. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

Morgan Stanley held 25,862 shares of Energy Services of America worth $500K as of Q2 2026.
Morgan Stanley sold 1,672 Energy Services of America shares in Q2 2026, an estimated $27.3K.
Energy Services of America made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5557 holding.
Morgan Stanley first reported a position in Energy Services of America in Q1 2024 and has held it in 10 quarters since.
Morgan Stanley's Energy Services of America position peaked at $5.25M in Q4 2024.
118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.