Nuveen
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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
Q2 		$3.8M Buy
196,428
+107,730
+121% +$1.76M ﹤0.01% 2247
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

BlackRock
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen's ESOA Position: Q2 2026 in Review

Nuveen increased its Energy Services of America (ESOA) stake by 121% in Q2 2026, buying an estimated $1.76M and bringing the position to 196,428 shares worth $3.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2247.

Nuveen first reported a position in ESOA in Q2 2025 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Nuveen held 196,428 shares of Energy Services of America worth $3.8M as of Q2 2026.
  • Nuveen bought 107,730 Energy Services of America shares in Q2 2026, an estimated $1.76M.
  • Energy Services of America made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #2247 holding.
  • Nuveen first reported a position in Energy Services of America in Q2 2025 and has held it in 5 quarters since.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.