Raymond James Financial
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Raymond James Financial’s Energy Services of America ESOA Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-4,454
Closed -$44.3K – 5524
2025
Q2 		$44.3K Buy
+4,454
New +$42.7K ﹤0.01% 5233

Other funds holding ESOA

HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $782M AUM 62.56% 1-Year Est. Return

Raymond James Financial's ESOA Position: Q3 2025 in Review

Raymond James Financial sold out of Energy Services of America (ESOA) in Q3 2025, closing a stake of 4,454 shares — an estimated $44.3K sold.

Raymond James Financial first reported a position in ESOA in Q2 2025 and held it in 1 quarter. The position peaked at $44.3K in Q2 2025. 88 funds tracked by Wall St. Rank hold ESOA as of Q3 2025.

  • Raymond James Financial reported no remaining Energy Services of America position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 4,454 Energy Services of America shares in Q3 2025, an estimated $44.3K.
  • Raymond James Financial first reported a position in Energy Services of America in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's Energy Services of America position peaked at $44.3K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held Energy Services of America as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.