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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
Q2 		$948 Sell
49
-28
-36% -$457 ﹤0.01% 3138
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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sterling Capital Management's ESOA Position: Q2 2026 in Review

Sterling Capital Management reduced its Energy Services of America (ESOA) stake by 36% in Q2 2026, selling an estimated $457 and leaving 49 shares worth $948. The position accounts for ﹤0.01% of the portfolio, ranked #3138.

Sterling Capital Management first reported a position in ESOA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.01K in Q1 2026. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Sterling Capital Management held 49 shares of Energy Services of America worth $948 as of Q2 2026.
  • Sterling Capital Management sold 28 Energy Services of America shares in Q2 2026, an estimated $457.
  • Energy Services of America made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #3138 holding.
  • Sterling Capital Management first reported a position in Energy Services of America in Q3 2025 and has held it in 4 quarters since.
  • Sterling Capital Management's Energy Services of America position peaked at $1.01K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.