UBS Group
ESOA icon

UBS Group’s Energy Services of America ESOA Stock Holding History

UBS Group’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 		$244K Sell
18,584
-17,222
-48% -$203K ﹤0.01% 6526
2025
Q4 		$293K Sell
35,806
-2,500
-7% -$24K ﹤0.01% 6375
2025
Q3 		$396K Sell
38,306
-1,226
-3% -$12.4K ﹤0.01% 6255
2025
Q2 		$393K Buy
39,532
+3,958
+11% +$37.9K ﹤0.01% 6210
2025
Q1 		$336K Sell
35,574
-6,217
-15% -$67.8K ﹤0.01% 6157
2024
Q4 		$527K Buy
41,791
+41,785
+696,417% +$546K ﹤0.01% 5801
2024
Q3 		$57 Sell
6
-3,143
-100% -$26.9K ﹤0.01% 9221
2024
Q2 		$22.5K Sell
3,149
-6,568
-68% -$47.6K ﹤0.01% 7229
2024
Q1 		$80.2K Buy
+9,717
New +$71.5K ﹤0.01% 6312
2023
Q3 		– Sell
-198
Closed -$574 – 9585
2023
Q2 		$574 Sell
198
-4,590
-96% -$10.4K ﹤0.01% 8174
2023
Q1 		$11K Buy
4,788
+2,638
+123% +$6.45K ﹤0.01% 7538
2022
Q4 		$5.53K Buy
2,150
+554
+35% +$1.52K ﹤0.01% 9168
2022
Q3 		$5K Buy
+1,596
New +$4.2K ﹤0.01% 9189

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

UBS Group's ESOA Position: Q1 2026 in Review

UBS Group reduced its Energy Services of America (ESOA) stake by 48% in Q1 2026, selling an estimated $203K and leaving 18,584 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #6526.

UBS Group first reported a position in ESOA in Q3 2022 and has held it in 13 quarters since. The position peaked at $527K in Q4 2024. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • UBS Group held 18,584 shares of Energy Services of America worth $244K as of Q1 2026.
  • UBS Group sold 17,222 Energy Services of America shares in Q1 2026, an estimated $203K.
  • Energy Services of America made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6526 holding.
  • UBS Group first reported a position in Energy Services of America in Q3 2022 and has held it in 13 quarters since.
  • UBS Group's Energy Services of America position peaked at $527K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.