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NewEdge Advisors’s Energy Services of America ESOA Stock Holding History

NewEdge Advisors’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
Q3 		– Sell
-1,189
Closed -$11.8K – 4140
2025
Q2 		$11.8K Buy
1,189
+59
+5% +$565 ﹤0.01% 3145
2025
Q1 		$10.7K Sell
1,130
-384
-25% -$4.18K ﹤0.01% 3078
2024
Q4 		$19.1K Buy
1,514
+468
+45% +$6.12K ﹤0.01% 2819
2024
Q3 		$9.94K Sell
1,046
-676
-39% -$5.78K ﹤0.01% 2941
2024
Q2 		$12.3K Buy
1,722
+701
+69% +$5.08K ﹤0.01% 2781
2024
Q1 		$8.42K Sell
1,021
-10,093
-91% -$74.3K ﹤0.01% 2950
2023
Q4 		$76.7K Buy
+11,114
New +$50.8K ﹤0.01% 2055

Other funds holding ESOA

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 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
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return

NewEdge Advisors's ESOA Position: Q3 2025 in Review

NewEdge Advisors sold out of Energy Services of America (ESOA) in Q3 2025, closing a stake of 1,189 shares — an estimated $11.8K sold.

NewEdge Advisors first reported a position in ESOA in Q4 2023 and held it in 7 quarters. The position peaked at $76.7K in Q4 2023. 88 funds tracked by Wall St. Rank hold ESOA as of Q3 2025.

  • NewEdge Advisors reported no remaining Energy Services of America position as of Q3 2025 after selling out during the quarter.
  • NewEdge Advisors sold 1,189 Energy Services of America shares in Q3 2025, an estimated $11.8K.
  • NewEdge Advisors first reported a position in Energy Services of America in Q4 2023 and held it in 7 quarters.
  • NewEdge Advisors's Energy Services of America position peaked at $76.7K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held Energy Services of America as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.