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 Q2	$8.94M	Hold	462,149	–	–	1.04%	24
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

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 Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

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

Stokes Family Office's ESOA Position: Q2 2026 in Review

Stokes Family Office held its Energy Services of America (ESOA) position steady in Q2 2026 at 462,149 shares worth $8.94M. The position accounts for 1.04% of the portfolio, ranked #24.

Stokes Family Office first reported a position in ESOA in Q1 2022 and has held it in 18 quarters since. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

Stokes Family Office held 462,149 shares of Energy Services of America worth $8.94M as of Q2 2026.
Stokes Family Office left its Energy Services of America share count unchanged in Q2 2026.
Energy Services of America made up 1.04% of Stokes Family Office's portfolio in Q2 2026, its #24 holding.
Stokes Family Office first reported a position in Energy Services of America in Q1 2022 and has held it in 18 quarters since.
118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.