Wellington Management Group
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Wellington Management Group’s Energy Services of America ESOA Stock Holding History

Wellington Management 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 		– Sell
-11,987
Closed -$157K – 1977
2026
Q1 		$157K Sell
11,987
-7,175
-37% -$84.4K ﹤0.01% 1851
2025
Q4 		$157K Buy
19,162
+4,627
+32% +$44.5K ﹤0.01% 1894
2025
Q3 		$150K Buy
+14,535
New +$147K ﹤0.01% 1955

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

Wellington Management Group's ESOA Position: Q2 2026 in Review

Wellington Management Group sold out of Energy Services of America (ESOA) in Q2 2026, closing a stake of 11,987 shares — an estimated $157K sold.

Wellington Management Group first reported a position in ESOA in Q3 2025 and held it in 3 quarters. The position peaked at $157K in Q1 2026. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Wellington Management Group reported no remaining Energy Services of America position as of Q2 2026 after selling out during the quarter.
  • Wellington Management Group sold 11,987 Energy Services of America shares in Q2 2026, an estimated $157K.
  • Wellington Management Group first reported a position in Energy Services of America in Q3 2025 and held it in 3 quarters.
  • Wellington Management Group's Energy Services of America position peaked at $157K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.