Osaic Holdings
ESOA icon

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
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

NIM
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HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $93.4B AUM 35.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return