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Verdence Capital Advisors’s Energy Services of America ESOA Stock Holding History

Verdence Capital Advisors’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 		$1.26M Hold
65,028
– – 0.07% 254
2026
Q1 		$854K Hold
65,028
– – 0.05% 324
2025
Q4 		$531K Hold
65,028
– – 0.03% 411
2025
Q3 		$719K Hold
65,028
– – 0.04% 359
2025
Q2 		$646K Hold
65,028
– – 0.04% 338
2025
Q1 		$615K Hold
65,028
– – 0.05% 327
2024
Q4 		$821K Buy
+65,028
New +$850K 0.07% 273

Other funds holding ESOA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Needham Investment Management
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Huntington National Bank
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 $3.38T AUM 44.17% 1-Year Est. Return

Verdence Capital Advisors's ESOA Position: Q2 2026 in Review

Verdence Capital Advisors held its Energy Services of America (ESOA) position steady in Q2 2026 at 65,028 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #254.

Verdence Capital Advisors first reported a position in ESOA in Q4 2024 and has held it in 7 quarters since. 117 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Verdence Capital Advisors held 65,028 shares of Energy Services of America worth $1.26M as of Q2 2026.
  • Verdence Capital Advisors left its Energy Services of America share count unchanged in Q2 2026.
  • Energy Services of America made up 0.07% of Verdence Capital Advisors's portfolio in Q2 2026, its #254 holding.
  • Verdence Capital Advisors first reported a position in Energy Services of America in Q4 2024 and has held it in 7 quarters since.
  • 117 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.