Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Energy Services of America ESOA Stock Holding History

Northwestern Mutual Wealth 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
2025
Q2 		– Sell
-14
Closed -$132 – 3765
2025
Q1 		$132 Buy
+14
New +$153 ﹤0.01% 3488

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WC
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RA
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Northwestern Mutual Wealth Management's ESOA Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Energy Services of America (ESOA) in Q2 2025, closing a stake of 14 shares — an estimated $132 sold.

Northwestern Mutual Wealth Management first reported a position in ESOA in Q1 2025 and held it in 1 quarter. The position peaked at $132 in Q1 2025. 84 funds tracked by Wall St. Rank hold ESOA as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining Energy Services of America position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 14 Energy Services of America shares in Q2 2025, an estimated $132.
  • Northwestern Mutual Wealth Management first reported a position in Energy Services of America in Q1 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Energy Services of America position peaked at $132 in Q1 2025.
  • 84 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.