Verition Fund Management
ESOA icon

Verition Fund Management’s Energy Services of America ESOA Stock Holding History

Verition Fund Management’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 		– Sell
-11,870
Closed -$97K – 2669
2025
Q4 		$97K Buy
+11,870
New +$114K ﹤0.01% 3319
2025
Q3 		– Sell
-17,270
Closed -$172K – 3826
2025
Q2 		$172K Buy
+17,270
New +$165K ﹤0.01% 3400

Other funds holding ESOA

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Driehaus Capital Management
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $858M AUM 26.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Verition Fund Management's ESOA Position: Q1 2026 in Review

Verition Fund Management sold out of Energy Services of America (ESOA) in Q1 2026, closing a stake of 11,870 shares — an estimated $97K sold.

Verition Fund Management first reported a position in ESOA in Q2 2025 and held it in 2 quarters. The position peaked at $172K in Q2 2025. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Verition Fund Management reported no remaining Energy Services of America position as of Q1 2026 after selling out during the quarter.
  • Verition Fund Management sold 11,870 Energy Services of America shares in Q1 2026, an estimated $97K.
  • Verition Fund Management first reported a position in Energy Services of America in Q2 2025 and held it in 2 quarters.
  • Verition Fund Management's Energy Services of America position peaked at $172K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.