UBS Group
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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
Q2 		$590K Buy
30,528
+11,944
+64% +$195K ﹤0.01% 6123
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

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

UBS Group's ESOA Position: Q2 2026 in Review

UBS Group increased its Energy Services of America (ESOA) stake by 64% in Q2 2026, buying an estimated $195K and bringing the position to 30,528 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #6123.

UBS Group first reported a position in ESOA in Q3 2022 and has held it in 14 quarters since. 117 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • UBS Group held 30,528 shares of Energy Services of America worth $590K as of Q2 2026.
  • UBS Group bought 11,944 Energy Services of America shares in Q2 2026, an estimated $195K.
  • Energy Services of America made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6123 holding.
  • UBS Group first reported a position in Energy Services of America in Q3 2022 and has held it in 14 quarters since.
  • 117 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.