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Nuveen’s Energy Services of America ESOA Stock Holding History

Nuveen’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 		$1.16M Buy
88,698
+73,345
+478% +$863K ﹤0.01% 2514
2025
Q4 		$125K Hold
15,353
– – ﹤0.01% 3198
2025
Q3 		$159K Hold
15,353
– – ﹤0.01% 3192
2025
Q2 		$153K Buy
+15,353
New +$147K ﹤0.01% 3209

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 $5.72T 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 $100B AUM 35.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Nuveen's ESOA Position: Q1 2026 in Review

Nuveen increased its Energy Services of America (ESOA) stake by 478% in Q1 2026, buying an estimated $863K and bringing the position to 88,698 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2514.

Nuveen first reported a position in ESOA in Q2 2025 and has held it in 4 quarters since. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Nuveen held 88,698 shares of Energy Services of America worth $1.16M as of Q1 2026.
  • Nuveen bought 73,345 Energy Services of America shares in Q1 2026, an estimated $863K.
  • Energy Services of America made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #2514 holding.
  • Nuveen first reported a position in Energy Services of America in Q2 2025 and has held it in 4 quarters since.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.