SEI Investments
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SEI Investments’s Energy Services of America ESOA Stock Holding History

SEI Investments’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 		$891K Sell
46,092
-41,036
-47% -$669K ﹤0.01% 2361
2026
Q1 		$1.14M Buy
+87,128
New +$1.02M ﹤0.01% 2297

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

SEI Investments's ESOA Position: Q2 2026 in Review

SEI Investments reduced its Energy Services of America (ESOA) stake by 47% in Q2 2026, selling an estimated $669K and leaving 46,092 shares worth $891K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

SEI Investments first reported a position in ESOA in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.14M in Q1 2026. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • SEI Investments held 46,092 shares of Energy Services of America worth $891K as of Q2 2026.
  • SEI Investments sold 41,036 Energy Services of America shares in Q2 2026, an estimated $669K.
  • Energy Services of America made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2361 holding.
  • SEI Investments first reported a position in Energy Services of America in Q1 2026 and has held it in 2 quarters since.
  • SEI Investments's Energy Services of America position peaked at $1.14M in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.