State Street
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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
Q2 		$5.23M Buy
269,752
+33,746
+14% +$550K ﹤0.01% 2994
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

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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street's ESOA Position: Q2 2026 in Review

State Street increased its Energy Services of America (ESOA) stake by 14% in Q2 2026, buying an estimated $550K and bringing the position to 269,752 shares worth $5.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2994.

State Street first reported a position in ESOA in Q1 2024 and has held it in 10 quarters since. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • State Street held 269,752 shares of Energy Services of America worth $5.23M as of Q2 2026.
  • State Street bought 33,746 Energy Services of America shares in Q2 2026, an estimated $550K.
  • Energy Services of America made up ﹤0.01% of State Street's portfolio in Q2 2026, its #2994 holding.
  • State Street first reported a position in Energy Services of America in Q1 2024 and has held it in 10 quarters since.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.