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
2026 Q2	$15.7K	Buy	+812	New	+$13.2K	﹤0.01%	3423
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NIM

Needham Investment Management New York $3.33B AUM 163.16% 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

NewEdge Advisors's ESOA Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Energy Services of America (ESOA) in Q2 2026: 812 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #3423 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in ESOA as recently as Q2 2025.

NewEdge Advisors first reported a position in ESOA in Q4 2023 and has held it in 8 quarters since. The position peaked at $76.7K in Q4 2023. 117 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

NewEdge Advisors held 812 shares of Energy Services of America worth $15.7K as of Q2 2026.
Energy Services of America was a new NewEdge Advisors position in Q2 2026.
Energy Services of America made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3423 holding.
NewEdge Advisors first reported a position in Energy Services of America in Q4 2023 and has held it in 8 quarters since.
NewEdge Advisors's Energy Services of America position peaked at $76.7K in Q4 2023.
117 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.