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Occudo Quantitative Strategies’s Energy Services of America ESOA Stock Holding History

Occudo Quantitative Strategies’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 		$237K Buy
12,241
+265
+2% +$4.32K 0.01% 645
2026
Q1 		$204K Buy
+11,976
New +$141K 0.01% 669
2025
Q1 		– Sell
-10,035
Closed -$127K – 721
2024
Q4 		$127K Buy
+10,035
New +$131K 0.02% 617
2024
Q2 		– Sell
-11,148
Closed -$92K – 820
2024
Q1 		$92K Buy
+11,148
New +$82K 0.02% 657

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

Occudo Quantitative Strategies's ESOA Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its Energy Services of America (ESOA) stake by 2.2% in Q2 2026, buying an estimated $4.32K and bringing the position to 12,241 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #645.

Occudo Quantitative Strategies first reported a position in ESOA in Q1 2024 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Occudo Quantitative Strategies held 12,241 shares of Energy Services of America worth $237K as of Q2 2026.
  • Occudo Quantitative Strategies bought 265 Energy Services of America shares in Q2 2026, an estimated $4.32K.
  • Energy Services of America made up 0.01% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #645 holding.
  • Occudo Quantitative Strategies first reported a position in Energy Services of America in Q1 2024 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.