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Navellier & Associates’s Energy Services of America ESOA Stock Holding History

Navellier & Associates’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
Q4 		– Sell
-34,405
Closed -$356K – 350
2025
Q3 		$356K Buy
34,405
+1,223
+4% +$12.3K 0.04% 295
2025
Q2 		$330K Sell
33,182
-1,577
-5% -$15.1K 0.04% 259
2025
Q1 		$313K Buy
34,759
+759
+2% +$8.27K 0.04% 249
2024
Q4 		$429K Buy
34,000
+1,382
+4% +$18.1K 0.05% 250
2024
Q3 		$310K Sell
32,618
-162
-0.5% -$1.39K 0.04% 272
2024
Q2 		$235K Buy
+32,780
New +$238K 0.03% 310

Other funds holding ESOA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
NIM
Needham Investment Management New York $1.96B AUM 101.23% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Navellier & Associates's ESOA Position: Q4 2025 in Review

Navellier & Associates sold out of Energy Services of America (ESOA) in Q4 2025, closing a stake of 34,405 shares — an estimated $356K sold.

Navellier & Associates first reported a position in ESOA in Q2 2024 and held it in 6 quarters. The position peaked at $429K in Q4 2024. 88 funds tracked by Wall St. Rank hold ESOA as of Q4 2025.

  • Navellier & Associates reported no remaining Energy Services of America position as of Q4 2025 after selling out during the quarter.
  • Navellier & Associates sold 34,405 Energy Services of America shares in Q4 2025, an estimated $356K.
  • Navellier & Associates first reported a position in Energy Services of America in Q2 2024 and held it in 6 quarters.
  • Navellier & Associates's Energy Services of America position peaked at $429K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Energy Services of America as of Q4 2025.

Based on Navellier & Associates's 13F filing for Q4 2025, filed 3 Feb 2026.