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Energy Services of America

88 hedge funds and large institutions have $55.2M invested in Energy Services of America in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.61% more ownership

Funds ownership: 39.74%40.35% (+0.61%)

0% more funds holding

Funds holding: 8888 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

19% less capital invested

Capital invested by funds: $68.5M → $55.2M (-$13.3M)

Holders
88
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
30
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
76
Ameritas Investment Partners
Nebraska
$9.86K
Legal & General Group
77
Legal & General Group
United Kingdom
$9.73K -$1.19K -124 -9%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$8K -$433 -45 -4%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$5.92K -$125 -13 -2%
AB
80
Amalgamated Bank
New York
$3K -$317 -33 -8%
Citigroup
81
Citigroup
New York
$2.19K -$2.3K -239 -47%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$1.68K +$1.54K +160 +356%
LFG
83
Larson Financial Group
Missouri
$1.31K -$21.9K -2,275 -93%
SS
84
SBI Securities
Japan
$654 -$1.45K -151 -65%
SCM
85
Sterling Capital Management
North Carolina
$629 +$461 +48 +166%
GI
86
GAMMA Investing
California
$310 -$19 -2 -5%
EP
87
Essential Partners
California
$16 -$19 -2 -50%
SSA
88
Sierra Summit Advisors
Nevada
-$884K -85,450 Closed
NA
89
Navellier & Associates
Nevada
-$356K -34,405 Closed
MG
90
Marex Group
-$260K -25,100 Closed
EFI
91
EHP Funds Inc
Canada
-$207K -19,999 Closed
Two Sigma Advisers
92
Two Sigma Advisers
New York
-$204K -19,700 Closed
S
93
Steadtrust
Texas
-$202K -19,500 Closed
Walleye Capital
94
Walleye Capital
New York
-$148K -14,343 Closed
AA
95
Ancora Advisors
Ohio
-$64.4K -6,220 Closed
PWA
96
Physician Wealth Advisors
Utah
-$1.18K -114 Closed
HWA
97
Heartwood Wealth Advisors
Virginia
-$776 -75 Closed
EWA
98
EverSource Wealth Advisors
Alabama
-$507 -49 Closed
AAP
99
Arax Advisory Partners
Colorado
-$351 -34 Closed
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
-$288 -30 -54%

ESOA Hedge Fund Activity: Q4 2025 in Review

88 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Energy Services of America (ESOA) for Q4 2025, worth a combined $55.2M — down 19% from $68.5M a quarter earlier.

Fund positioning in ESOA was balanced in Q4 2025: 12 funds opened new positions, 12 closed out, 30 added to existing stakes and 32 trimmed.

The largest buyer was Needham Investment Management, adding an estimated $2.26M. The largest seller was Millennium Management, cutting an estimated $3.15M.

  • 88 institutional investors held Energy Services of America (ESOA) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $55.2M of Energy Services of America stock for Q4 2025, down 19% quarter-over-quarter.
  • 12 funds opened new Energy Services of America positions in Q4 2025 and 12 closed out, a net change of 0 holders.
  • The largest Energy Services of America buyer in Q4 2025 was Needham Investment Management, an estimated $2.26M added.
  • The largest Energy Services of America seller in Q4 2025 was Millennium Management, an estimated $3.15M sold.

Based on aggregated 13F filings for Q4 2025.