Osaic Holdings
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Osaic Holdings’s Energy Services of America ESOA Stock Holding History

Osaic Holdings’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 		$33.6K Buy
1,738
+1,449
+501% +$23.6K ﹤0.01% 5774
2026
Q1 		$3.8K Sell
289
-1,446
-83% -$17K ﹤0.01% 6814
2025
Q4 		$14.2K Buy
1,735
+1
+0.1% +$10 ﹤0.01% 6102
2025
Q3 		$18.4K Buy
1,734
+2
+0.1% +$20 ﹤0.01% 5990
2025
Q2 		$17.2K Buy
1,732
+28
+2% +$268 ﹤0.01% 5823
2025
Q1 		$16.1K Buy
1,704
+1,100
+182% +$12K ﹤0.01% 5506
2024
Q4 		$7.63K Sell
604
-55
-8% -$719 ﹤0.01% 5955
2024
Q3 		$6.26K Sell
659
-61
-8% -$522 ﹤0.01% 6103
2024
Q2 		$5.16K Buy
+720
New +$5.22K ﹤0.01% 6158

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

Osaic Holdings's ESOA Position: Q2 2026 in Review

Osaic Holdings increased its Energy Services of America (ESOA) stake by 501% in Q2 2026, buying an estimated $23.6K and bringing the position to 1,738 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #5774.

Osaic Holdings first reported a position in ESOA in Q2 2024 and has held it in 9 quarters since. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Osaic Holdings held 1,738 shares of Energy Services of America worth $33.6K as of Q2 2026.
  • Osaic Holdings bought 1,449 Energy Services of America shares in Q2 2026, an estimated $23.6K.
  • Energy Services of America made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5774 holding.
  • Osaic Holdings first reported a position in Energy Services of America in Q2 2024 and has held it in 9 quarters since.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.