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 Q3	$278K	Sell	24,902 -5,657	-19%	-$76.6K	﹤0.01%	1153
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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Thompson Davis & Co Richmond, Virginia $149M AUM 10.53% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Ritholtz Wealth Management's ESOA Position: Q3 2026 in Review

Ritholtz Wealth Management reduced its Energy Services of America (ESOA) stake by 19% in Q3 2026, selling an estimated $76.6K and leaving 24,902 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Ritholtz Wealth Management first reported a position in ESOA in Q1 2024 and has held it in 8 quarters since. The position peaked at $623K in Q3 2024. 40 funds tracked by Wall St. Rank hold ESOA as of Q3 2026.

Ritholtz Wealth Management held 24,902 shares of Energy Services of America worth $278K as of Q3 2026.
Ritholtz Wealth Management sold 5,657 Energy Services of America shares in Q3 2026, an estimated $76.6K.
Energy Services of America made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #1153 holding.
Ritholtz Wealth Management first reported a position in Energy Services of America in Q1 2024 and has held it in 8 quarters since.
Ritholtz Wealth Management's Energy Services of America position peaked at $623K in Q3 2024.
40 funds tracked by Wall St. Rank held Energy Services of America as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.