SG Americas Securities
ESOA icon

SG Americas Securities’s Energy Services of America ESOA Stock Holding History

SG Americas 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
Q1 		– Sell
-49,565
Closed -$405K – 3373
2025
Q4 		$405K Buy
49,565
+6,004
+14% +$57.7K ﹤0.01% 2604
2025
Q3 		$451K Buy
43,561
+14,946
+52% +$151K ﹤0.01% 2196
2025
Q2 		$284K Buy
+28,615
New +$274K ﹤0.01% 2048

Other funds holding ESOA

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

SG Americas Securities's ESOA Position: Q1 2026 in Review

SG Americas Securities sold out of Energy Services of America (ESOA) in Q1 2026, closing a stake of 49,565 shares — an estimated $405K sold.

SG Americas Securities first reported a position in ESOA in Q2 2025 and held it in 3 quarters. The position peaked at $451K in Q3 2025. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • SG Americas Securities reported no remaining Energy Services of America position as of Q1 2026 after selling out during the quarter.
  • SG Americas Securities sold 49,565 Energy Services of America shares in Q1 2026, an estimated $405K.
  • SG Americas Securities first reported a position in Energy Services of America in Q2 2025 and held it in 3 quarters.
  • SG Americas Securities's Energy Services of America position peaked at $451K in Q3 2025.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.