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Sterling Capital Management’s Energy Services of America ESOA Stock Holding History

Sterling Capital Management’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 		$1.01K Hold
77
– – ﹤0.01% 3095
2025
Q4 		$629 Buy
77
+48
+166% +$461 ﹤0.01% 3176
2025
Q3 		$300 Buy
+29
New +$293 ﹤0.01% 3196

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
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Sterling Capital Management's ESOA Position: Q1 2026 in Review

Sterling Capital Management held its Energy Services of America (ESOA) position steady in Q1 2026 at 77 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3095.

Sterling Capital Management first reported a position in ESOA in Q3 2025 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Sterling Capital Management held 77 shares of Energy Services of America worth $1.01K as of Q1 2026.
  • Sterling Capital Management left its Energy Services of America share count unchanged in Q1 2026.
  • Energy Services of America made up ﹤0.01% of Sterling Capital Management's portfolio in Q1 2026, its #3095 holding.
  • Sterling Capital Management first reported a position in Energy Services of America in Q3 2025 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Sterling Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.