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Ritholtz Wealth Management’s Energy Services of America ESOA Stock Holding History

Ritholtz Wealth 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
+16,786
New +$197K ﹤0.01% 1100
2025
Q2 		– Sell
-14,108
Closed -$133K – 1001
2025
Q1 		$133K Sell
14,108
-20,428
-59% -$223K ﹤0.01% 895
2024
Q4 		$436K Sell
34,536
-31,011
-47% -$405K 0.01% 603
2024
Q3 		$623K Buy
65,547
+4,669
+8% +$39.9K 0.02% 502
2024
Q2 		$436K Buy
60,878
+19,380
+47% +$141K 0.01% 564
2024
Q1 		$342K Buy
+41,498
New +$305K 0.01% 604

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

Ritholtz Wealth Management's ESOA Position: Q1 2026 in Review

Ritholtz Wealth Management opened a new position in Energy Services of America (ESOA) in Q1 2026: 16,786 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1100 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in ESOA as recently as Q1 2025.

Ritholtz Wealth Management first reported a position in ESOA in Q1 2024 and has held it in 6 quarters since. The position peaked at $623K in Q3 2024. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Ritholtz Wealth Management held 16,786 shares of Energy Services of America worth $220K as of Q1 2026.
  • Energy Services of America was a new Ritholtz Wealth Management position in Q1 2026.
  • Energy Services of America made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1100 holding.
  • Ritholtz Wealth Management first reported a position in Energy Services of America in Q1 2024 and has held it in 6 quarters since.
  • Ritholtz Wealth Management's Energy Services of America position peaked at $623K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.