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
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

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

Wellington Management Group's ESOA Position: Q1 2026 in Review

Wellington Management Group reduced its Energy Services of America (ESOA) stake by 37% in Q1 2026, selling an estimated $84.4K and leaving 11,987 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Wellington Management Group first reported a position in ESOA in Q3 2025 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Wellington Management Group held 11,987 shares of Energy Services of America worth $157K as of Q1 2026.
  • Wellington Management Group sold 7,175 Energy Services of America shares in Q1 2026, an estimated $84.4K.
  • Energy Services of America made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1851 holding.
  • Wellington Management Group first reported a position in Energy Services of America in Q3 2025 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

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