O'Shaughnessy Asset Management’s Energy Services of America ESOA Stock Holding History

O'Shaughnessy Asset Management’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	$220K	Buy	16,719 +3,550	+27%	+$41.8K	﹤0.01%	1941
2025 Q4	$108K	Sell	13,169 -2,945	-18%	-$28.3K	﹤0.01%	2111
2025 Q3	$167K	Sell	16,114 -558	-3%	-$5.63K	﹤0.01%	1987
2025 Q2	$166K	Sell	16,672 -10,165	-38%	-$97.3K	﹤0.01%	1875
2025 Q1	$254K	Sell	26,837 -71,404	-73%	-$778K	﹤0.01%	1673
2024 Q4	$1.24M	Sell	98,241 -37,564	-28%	-$491K	0.01%	862
2024 Q3	$1.41M	Buy	135,805 +16,529	+14%	+$141K	0.01%	776
2024 Q2	$854K	Buy	119,276 +19,133	+19%	+$139K	0.01%	908
2024 Q1	$826K	Buy	+100,143	New	+$737K	0.01%	888

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 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

O'Shaughnessy Asset Management's ESOA Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its Energy Services of America (ESOA) stake by 27% in Q1 2026, buying an estimated $41.8K and bringing the position to 16,719 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

O'Shaughnessy Asset Management first reported a position in ESOA in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q3 2024. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

O'Shaughnessy Asset Management held 16,719 shares of Energy Services of America worth $220K as of Q1 2026.
O'Shaughnessy Asset Management bought 3,550 Energy Services of America shares in Q1 2026, an estimated $41.8K.
Energy Services of America made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1941 holding.
O'Shaughnessy Asset Management first reported a position in Energy Services of America in Q1 2024 and has held it in 9 quarters since.
O'Shaughnessy Asset Management's Energy Services of America position peaked at $1.41M in Q3 2024.
106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.