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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
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

HNB
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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
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return