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 Q2	$591K	Buy	30,559 +13,773	+82%	+$225K	0.01%	792
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

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 Malvern, Pennsylvania $4.68T AUM

SFO

Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ritholtz Wealth Management's ESOA Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Energy Services of America (ESOA) stake by 82% in Q2 2026, buying an estimated $225K and bringing the position to 30,559 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #792.

Ritholtz Wealth Management first reported a position in ESOA in Q1 2024 and has held it in 7 quarters since. The position peaked at $623K in Q3 2024. 117 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

Ritholtz Wealth Management held 30,559 shares of Energy Services of America worth $591K as of Q2 2026.
Ritholtz Wealth Management bought 13,773 Energy Services of America shares in Q2 2026, an estimated $225K.
Energy Services of America made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #792 holding.
Ritholtz Wealth Management first reported a position in Energy Services of America in Q1 2024 and has held it in 7 quarters since.
Ritholtz Wealth Management's Energy Services of America position peaked at $623K in Q3 2024.
117 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.