Northern Trust
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Northern Trust’s Energy Services of America ESOA Stock Holding History

Northern Trust’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 		$1.47M Buy
111,665
+378
+0.3% +$4.45K ﹤0.01% 3137
2025
Q4 		$909K Sell
111,287
-5,961
-5% -$57.3K ﹤0.01% 3426
2025
Q3 		$1.21M Sell
117,248
-8,636
-7% -$87.2K ﹤0.01% 3310
2025
Q2 		$1.25M Buy
125,884
+66,805
+113% +$640K ﹤0.01% 3263
2025
Q1 		$558K Buy
59,079
+97
+0.2% +$1.06K ﹤0.01% 3531
2024
Q4 		$744K Buy
58,982
+21,125
+56% +$276K ﹤0.01% 3512
2024
Q3 		$360K Buy
37,857
+3,114
+9% +$26.6K ﹤0.01% 3676
2024
Q2 		$249K Sell
34,743
-1,576
-4% -$11.4K ﹤0.01% 3778
2024
Q1 		$300K Sell
36,319
-3,448
-9% -$25.4K ﹤0.01% 3745
2023
Q4 		$238K Buy
+39,767
New +$182K ﹤0.01% 3836

Other funds holding ESOA

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
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