YIH
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Y-Intercept (HK)’s Energy Services of America ESOA Stock Holding History

Y-Intercept (HK)’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 		$295K Buy
+15,269
New +$249K 0.01% 1471
2024
Q2 		– Sell
-11,285
Closed -$93.1K – 1519
2024
Q1 		$93.1K Buy
+11,285
New +$83.1K 0.01% 1288

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

Y-Intercept (HK)'s ESOA Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in Energy Services of America (ESOA) in Q2 2026: 15,269 shares worth $295K. The stake represents 0.01% of the portfolio and ranks #1471 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in ESOA as recently as Q1 2024.

Y-Intercept (HK) first reported a position in ESOA in Q1 2024 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold ESOA as of Q2 2026.

  • Y-Intercept (HK) held 15,269 shares of Energy Services of America worth $295K as of Q2 2026.
  • Energy Services of America was a new Y-Intercept (HK) position in Q2 2026.
  • Energy Services of America made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1471 holding.
  • Y-Intercept (HK) first reported a position in Energy Services of America in Q1 2024 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Energy Services of America as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.