Sierra Summit Advisors
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Sierra Summit Advisors’s Energy Services of America ESOA Stock Holding History

Sierra Summit Advisors’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
2025
Q4 		– Sell
-85,450
Closed -$884K – 186
2025
Q3 		$884K Buy
85,450
+20,119
+31% +$203K 0.13% 109
2025
Q2 		$649K Buy
65,331
+2,060
+3% +$19.7K 0.12% 134
2025
Q1 		$598K Buy
+63,271
New +$690K 0.13% 123

Other funds holding ESOA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Needham Investment Management
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Stokes Family Office
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Raffles Associates
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return

Sierra Summit Advisors's ESOA Position: Q4 2025 in Review

Sierra Summit Advisors sold out of Energy Services of America (ESOA) in Q4 2025, closing a stake of 85,450 shares — an estimated $884K sold.

Sierra Summit Advisors first reported a position in ESOA in Q1 2025 and held it in 3 quarters. The position peaked at $884K in Q3 2025. 88 funds tracked by Wall St. Rank hold ESOA as of Q4 2025.

  • Sierra Summit Advisors reported no remaining Energy Services of America position as of Q4 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 85,450 Energy Services of America shares in Q4 2025, an estimated $884K.
  • Sierra Summit Advisors first reported a position in Energy Services of America in Q1 2025 and held it in 3 quarters.
  • Sierra Summit Advisors's Energy Services of America position peaked at $884K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Energy Services of America as of Q4 2025.

Based on Sierra Summit Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.