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SBI Securities’s Energy Services of America ESOA Stock Holding History

SBI Securities’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 		$1.55K Sell
80
-25
-24% -$408 ﹤0.01% 2648
2026
Q1 		$1.38K Buy
105
+25
+31% +$294 ﹤0.01% 2537
2025
Q4 		$654 Sell
80
-151
-65% -$1.45K ﹤0.01% 2780
2025
Q3 		$2.39K Sell
231
-119
-34% -$1.2K ﹤0.01% 2353
2025
Q2 		$3.48K Buy
350
+19
+6% +$182 ﹤0.01% 2157
2025
Q1 		$3.13K Buy
331
+131
+66% +$1.43K ﹤0.01% 2090
2024
Q4 		$2.52K Buy
+200
New +$2.61K ﹤0.01% 2209

Other funds holding ESOA

BlackRock
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SBI Securities's ESOA Position: Q2 2026 in Review

SBI Securities reduced its Energy Services of America (ESOA) stake by 24% in Q2 2026, selling an estimated $408 and leaving 80 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #2648.

SBI Securities first reported a position in ESOA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.48K in Q2 2025. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • SBI Securities held 80 shares of Energy Services of America worth $1.55K as of Q2 2026.
  • SBI Securities sold 25 Energy Services of America shares in Q2 2026, an estimated $408.
  • Energy Services of America made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2648 holding.
  • SBI Securities first reported a position in Energy Services of America in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Energy Services of America position peaked at $3.48K in Q2 2025.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.