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Raffles Associates’s Energy Services of America ESOA Stock Holding History

Raffles Associates’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 		$2.79M Sell
144,392
-26,000
-15% -$424K 2.38% 14
2026
Q1 		$2.24M Sell
170,392
-29,000
-15% -$341K 1.94% 17
2025
Q4 		$1.63M Buy
199,392
+30,000
+18% +$288K 1.22% 22
2025
Q3 		$1.75M Hold
169,392
– – 1.63% 19
2025
Q2 		$1.68M Sell
169,392
-8,741
-5% -$83.7K 1.75% 17
2025
Q1 		$1.68M Buy
178,133
+48,000
+37% +$523K 2.05% 17
2024
Q4 		$1.64M Sell
130,133
-40,400
-24% -$528K 1.77% 17
2024
Q3 		$1.62M Sell
170,533
-47,000
-22% -$402K 1.66% 19
2024
Q2 		$1.56M Buy
217,533
+40,142
+23% +$291K 1.75% 16
2024
Q1 		$1.46M Sell
177,391
-82,447
-32% -$607K 1.7% 14
2023
Q4 		$1.55M Sell
259,838
-142,887
-35% -$654K 1.96% 14
2023
Q3 		$1.63M Sell
402,725
-20,000
-5% -$66.8K 2.16% 15
2023
Q2 		$1.23M Hold
422,725
– – 1.65% 18
2023
Q1 		$968K Buy
422,725
+52,200
+14% +$128K 1.32% 21
2022
Q4 		$954K Buy
370,525
+155,525
+72% +$428K 1.12% 23
2022
Q3 		$615K Buy
215,000
+50,000
+30% +$132K 0.66% 33
2022
Q2 		$340K Buy
+165,000
New +$407K 0.37% 39

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

Raffles Associates's ESOA Position: Q2 2026 in Review

Raffles Associates reduced its Energy Services of America (ESOA) stake by 15% in Q2 2026, selling an estimated $424K and leaving 144,392 shares worth $2.79M. The position accounts for 2.38% of the portfolio, ranked #14.

Raffles Associates first reported a position in ESOA in Q2 2022 and has held it in 17 quarters since. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Raffles Associates held 144,392 shares of Energy Services of America worth $2.79M as of Q2 2026.
  • Raffles Associates sold 26,000 Energy Services of America shares in Q2 2026, an estimated $424K.
  • Energy Services of America made up 2.38% of Raffles Associates's portfolio in Q2 2026, its #14 holding.
  • Raffles Associates first reported a position in Energy Services of America in Q2 2022 and has held it in 17 quarters since.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Raffles Associates's 13F filing for Q2 2026, filed 14 Aug 2026.