Morgan Stanley
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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
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

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 $5.7T 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
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return