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Westwood Wealth Management’s Energy Services of America ESOA Stock Holding History

Westwood Wealth 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
-17,382
Closed -$142K – 69
2025
Q4 		$142K Buy
+17,382
New +$167K 0.11% 106

Other funds holding ESOA

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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

Westwood Wealth Management's ESOA Position: Q1 2026 in Review

Westwood Wealth Management sold out of Energy Services of America (ESOA) in Q1 2026, closing a stake of 17,382 shares — an estimated $142K sold.

Westwood Wealth Management first reported a position in ESOA in Q4 2025 and held it in 1 quarter. The position peaked at $142K in Q4 2025. 106 funds tracked by Wall St. Rank hold ESOA as of Q1 2026.

  • Westwood Wealth Management reported no remaining Energy Services of America position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 17,382 Energy Services of America shares in Q1 2026, an estimated $142K.
  • Westwood Wealth Management first reported a position in Energy Services of America in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Energy Services of America position peaked at $142K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Energy Services of America as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.