Needham Investment Management’s Energy Services of America ESOA Stock Holding History

Needham Investment Management’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	$15.5M	Hold	800,000	–	–	0.47%	59
2026 Q1	$10.5M	Buy	800,000 +214,560	+37%	+$2.52M	0.54%	58
2025 Q4	$4.78M	Buy	585,440 +235,440	+67%	+$2.26M	0.3%	86
2025 Q3	$3.62M	Buy	350,000 +225,000	+180%	+$2.27M	0.25%	91
2025 Q2	$1.24M	Buy	125,000 +25,000	+25%	+$239K	0.1%	118
2025 Q1	$945K	Buy	100,000 +25,000	+33%	+$272K	0.09%	127
2024 Q4	$947K	Buy	75,000 +25,000	+50%	+$327K	0.07%	132
2024 Q3	$475K	Hold	50,000	–	–	0.04%	137
2024 Q2	$358K	Buy	+50,000	New	+$363K	0.03%	138

Other funds holding ESOA

BlackRock New York $6.73T AUM 46.02% 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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Needham Investment Management's ESOA Position: Q2 2026 in Review

Needham Investment Management held its Energy Services of America (ESOA) position steady in Q2 2026 at 800,000 shares worth $15.5M. The position accounts for 0.47% of the portfolio, ranked #59.

Needham Investment Management first reported a position in ESOA in Q2 2024 and has held it in 9 quarters since. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

Needham Investment Management held 800,000 shares of Energy Services of America worth $15.5M as of Q2 2026.
Needham Investment Management left its Energy Services of America share count unchanged in Q2 2026.
Energy Services of America made up 0.47% of Needham Investment Management's portfolio in Q2 2026, its #59 holding.
Needham Investment Management first reported a position in Energy Services of America in Q2 2024 and has held it in 9 quarters since.
118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.