State Street’s Energy Services of America ESOA Stock Holding History

State Street’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	$3.11M	Buy	236,006 +37,040	+19%	+$436K	﹤0.01%	3158
2025 Q4	$1.63M	Buy	198,966 +38,557	+24%	+$371K	﹤0.01%	3403
2025 Q3	$1.66M	Buy	160,409 +24,646	+18%	+$249K	﹤0.01%	3397
2025 Q2	$1.35M	Buy	135,763 +85,534	+170%	+$819K	﹤0.01%	3423
2025 Q1	$476K	Buy	50,229 +8,000	+19%	+$87.2K	﹤0.01%	3599
2024 Q4	$534K	Buy	42,229 +6,700	+19%	+$87.5K	﹤0.01%	3605
2024 Q3	$338K	Buy	35,529 +5,000	+16%	+$42.8K	﹤0.01%	3675
2024 Q2	$219K	Hold	30,529	–	–	﹤0.01%	3794
2024 Q1	$252K	Buy	+30,529	New	+$225K	﹤0.01%	3821

Other funds holding ESOA

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

SFO

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street's ESOA Position: Q1 2026 in Review

State Street increased its Energy Services of America (ESOA) stake by 19% in Q1 2026, buying an estimated $436K and bringing the position to 236,006 shares worth $3.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3158.

State Street first reported a position in ESOA in Q1 2024 and has held it in 9 quarters since. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

State Street held 236,006 shares of Energy Services of America worth $3.11M as of Q1 2026.
State Street bought 37,040 Energy Services of America shares in Q1 2026, an estimated $436K.
Energy Services of America made up ﹤0.01% of State Street's portfolio in Q1 2026, its #3158 holding.
State Street first reported a position in Energy Services of America in Q1 2024 and has held it in 9 quarters since.
106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.