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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
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

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
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
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 $100B AUM 35.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Raffles Associates's ESOA Position: Q1 2026 in Review

Raffles Associates reduced its Energy Services of America (ESOA) stake by 15% in Q1 2026, selling an estimated $341K and leaving 170,392 shares worth $2.24M. The position accounts for 1.94% of the portfolio, ranked #17.

Raffles Associates first reported a position in ESOA in Q2 2022 and has held it in 16 quarters since. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Raffles Associates held 170,392 shares of Energy Services of America worth $2.24M as of Q1 2026.
  • Raffles Associates sold 29,000 Energy Services of America shares in Q1 2026, an estimated $341K.
  • Energy Services of America made up 1.94% of Raffles Associates's portfolio in Q1 2026, its #17 holding.
  • Raffles Associates first reported a position in Energy Services of America in Q2 2022 and has held it in 16 quarters since.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Raffles Associates's 13F filing for Q1 2026, filed 15 May 2026.