Stokes Family Office’s Energy Services of America ESOA Stock Holding History

Stokes Family Office’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	$6.07M	Sell	462,149 -128	-0%	-$1.51K	0.63%	41
2025 Q4	$3.78M	Buy	462,277 +132	+0%	+$1.27K	0.35%	69
2025 Q3	$4.78M	Hold	462,145	–	–	0.45%	60
2025 Q2	$4.59M	Hold	462,145	–	–	0.48%	53
2025 Q1	$4.37M	Hold	462,145	–	–	0.49%	54
2024 Q4	$5.83M	Hold	462,145	–	–	0.62%	37
2024 Q3	$4.39M	Hold	462,145	–	–	0.48%	52
2024 Q2	$3.31M	Buy	462,145 +40	+0%	+$290	0.39%	60
2024 Q1	$3.81M	Hold	462,105	–	–	0.48%	55
2023 Q4	$2.76M	Hold	462,105	–	–	0.37%	64
2023 Q3	$1.87M	Hold	462,105	–	–	0.22%	86
2023 Q2	$1.34M	Hold	462,105	–	–	0.15%	108
2023 Q1	$1.06M	Hold	462,105	–	–	0.13%	118
2022 Q4	$1.19M	Hold	462,105	–	–	0.15%	101
2022 Q3	$1.32M	Hold	462,105	–	–	0.19%	90
2022 Q2	$952K	Hold	462,105	–	–	0.13%	109
2022 Q1	$1.33M	Buy	+462,105	New	+$1.47M	0.18%	87

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Stokes Family Office's ESOA Position: Q1 2026 in Review

Stokes Family Office reduced its Energy Services of America (ESOA) stake by 0.03% in Q1 2026, selling an estimated $1.51K and leaving 462,149 shares worth $6.07M. The position accounts for 0.63% of the portfolio, ranked #41.

Stokes Family Office first reported a position in ESOA in Q1 2022 and has held it in 17 quarters since. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

Stokes Family Office held 462,149 shares of Energy Services of America worth $6.07M as of Q1 2026.
Stokes Family Office sold 128 Energy Services of America shares in Q1 2026, an estimated $1.51K.
Energy Services of America made up 0.63% of Stokes Family Office's portfolio in Q1 2026, its #41 holding.
Stokes Family Office first reported a position in Energy Services of America in Q1 2022 and has held it in 17 quarters since.
106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.