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Steadtrust’s Energy Services of America ESOA Stock Holding History

Steadtrust’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
-19,500
Closed -$202K – 125
2025
Q3 		$202K Sell
19,500
-8,600
-31% -$86.8K 0.14% 113
2025
Q2 		$279K Buy
+28,100
New +$269K 0.22% 93

Other funds holding ESOA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 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
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 $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return

Steadtrust's ESOA Position: Q4 2025 in Review

Steadtrust sold out of Energy Services of America (ESOA) in Q4 2025, closing a stake of 19,500 shares — an estimated $202K sold.

Steadtrust first reported a position in ESOA in Q2 2025 and held it in 2 quarters. The position peaked at $279K in Q2 2025. 88 funds tracked by Wall St. Rank hold ESOA as of Q4 2025.

  • Steadtrust reported no remaining Energy Services of America position as of Q4 2025 after selling out during the quarter.
  • Steadtrust sold 19,500 Energy Services of America shares in Q4 2025, an estimated $202K.
  • Steadtrust first reported a position in Energy Services of America in Q2 2025 and held it in 2 quarters.
  • Steadtrust's Energy Services of America position peaked at $279K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held Energy Services of America as of Q4 2025.

Based on Steadtrust's 13F filing for Q4 2025, filed 21 Jan 2026.