| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Wax Asset Management, LLC | 7.2% | $9,861,047 | +$9,861,047 | 1,201,102 | Wax Asset Management, LLC | 31 Dec 2025 |
As of 31 Dec 2025, 86 institutional investors reported holding 6,772,427 shares of Energy Services of America CORP - Common Stock (ESOA). This represents 41% of the company’s total 16,681,972 outstanding shares.
The largest institutional shareholders of Energy Services of America CORP - Common Stock (ESOA) together control 35% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4.1% | 686,700 | +2.6% | 0% | $5,610,339 |
| HUNTINGTON NATIONAL BANK | 4.1% | 678,588 | 0% | 0.03% | $5,544,064 |
| VANGUARD GROUP INC | 3.8% | 632,727 | +3.1% | 0% | $5,169,379 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 3.5% | 585,440 | +67% | 0.3% | $4,783,045 |
| Stokes Family Office, LLC | 2.8% | 462,277 | +0.03% | 0.35% | $3,776,803 |
| DIMENSIONAL FUND ADVISORS LP | 2.2% | 363,355 | +12% | 0% | $2,968,287 |
| Balyasny Asset Management L.P. | 2% | 328,148 | -22% | 0.01% | $2,680,969 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6% | 272,055 | -0.69% | 0% | $2,223,090 |
| RAFFLES ASSOCIATES LP | 1.2% | 199,392 | +18% | 1.2% | $1,629,033 |
| STATE STREET CORP | 1.2% | 198,966 | +24% | 0% | $1,631,442 |
| AMERICAN CENTURY COMPANIES INC | 1.2% | 192,063 | +17% | 0% | $1,569,155 |
| WEXFORD CAPITAL LP | 1.1% | 175,777 | -13% | 0.37% | $1,436,100 |
| Bank of New York Mellon Corp | 0.79% | 131,705 | -3.1% | 0% | $1,076,031 |
| CITADEL ADVISORS LLC | 0.71% | 119,008 | +50% | 0% | $972,296 |
| NORTHERN TRUST CORP | 0.67% | 111,287 | -5.1% | 0% | $909,215 |
| BNP PARIBAS FINANCIAL MARKETS | 0.51% | 85,070 | 0% | 0% | $695,022 |
| FourWorld Capital Management LLC | 0.48% | 80,000 | -29% | 0.61% | $653,600 |
| TWO SIGMA INVESTMENTS, LP | 0.43% | 72,202 | -6.5% | 0% | $589,890 |
| RENAISSANCE TECHNOLOGIES LLC | 0.41% | 67,700 | -11% | 0% | $553,109 |
| Verdence Capital Advisors LLC | 0.39% | 65,028 | 0% | 0.03% | $531,279 |
| MORGAN STANLEY | 0.38% | 64,016 | +63% | 0% | $523,011 |
| VICTORY CAPITAL MANAGEMENT INC | 0.38% | 63,510 | 0% | $518,877 | |
| GOLDMAN SACHS GROUP INC | 0.38% | 62,750 | +106% | 0% | $512,668 |
| MILLENNIUM MANAGEMENT LLC | 0.33% | 55,329 | -86% | 0% | $452,038 |
| Squarepoint Ops LLC | 0.32% | 54,028 | +94% | 0% | $441,409 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 6,772,427 | $55,330,775 | -$150,586 | $8.17 | 86 |
| 2025 Q3 | 6,631,464 | $68,663,133 | +$4,401,550 | $10.35 | 87 |
| 2025 Q2 | 6,216,144 | $61,787,916 | +$5,478,482 | $9.94 | 85 |
| 2025 Q1 | 5,529,251 | $52,241,205 | -$1,289,325 | $9.45 | 75 |
| 2024 Q4 | 5,615,446 | $70,872,403 | +$17,895,154 | $12.62 | 69 |
| 2024 Q3 | 3,818,729 | $36,394,961 | +$843,134 | $9.50 | 51 |
| 2024 Q2 | 3,742,836 | $26,797,090 | -$6,632,491 | $7.16 | 38 |
| 2024 Q1 | 4,628,184 | $38,148,537 | +$6,825,857 | $8.25 | 47 |
| 2023 Q4 | 3,825,615 | $22,885,988 | +$4,032,820 | $5.98 | 30 |
| 2023 Q3 | 3,162,397 | $12,791,243 | +$3,360,575 | $4.04 | 26 |
| 2023 Q2 | 2,331,898 | $6,762,467 | +$559,330 | $2.90 | 20 |
| 2023 Q1 | 2,146,220 | $4,914,492 | +$578,862 | $2.29 | 21 |
| 2022 Q4 | 1,890,527 | $4,868,018 | +$327,606 | $2.57 | 23 |
| 2022 Q3 | 1,762,271 | $5,042,000 | -$1,215,279 | $2.86 | 20 |
| 2022 Q2 | 2,461,984 | $5,076,000 | +$1,769,281 | $2.06 | 18 |
| 2022 Q1 | 1,576,333 | $4,517,000 | +$3,462,500 | $2.87 | 14 |
| 2021 Q4 | 368,364 | $3,194,000 | $153.17 | 2 | |
| 2021 Q3 | 361,764 | $601,000 | $1.66 | 1 | |
| 2021 Q2 | 363,764 | $848,000 | $2.42 | 2 | |
| 2021 Q1 | 361,764 | $760,000 | $2.10 | 1 | |
| 2020 Q4 | 361,764 | $369,000 | -$25,500 | $1.02 | 1 |
| 2020 Q3 | 386,764 | $317,000 | -$4,098 | $0.82 | 1 |
| 2020 Q2 | 391,764 | $294,000 | $0.75 | 1 | |
| 2020 Q1 | 391,764 | $306,000 | $0.78 | 1 | |
| 2019 Q4 | 391,764 | $302,000 | $0.77 | 1 | |
| 2019 Q3 | 391,764 | $294,000 | $0.75 | 1 | |
| 2019 Q2 | 391,764 | $313,000 | $0.80 | 1 | |
| 2019 Q1 | 391,764 | $415,000 | $1.06 | 1 | |
| 2018 Q4 | 391,764 | $462,000 | $1.18 | 1 | |
| 2018 Q3 | 391,764 | $449,000 | $1.15 | 1 | |
| 2018 Q2 | 391,764 | $325,000 | +$325,000 | $0.83 | 1 |
| 2017 Q3 | 0 | $0 | -$36,000 | $9.13 | 0 |
| 2017 Q2 | 21,275 | $36,000 | -$50,764 | $1.69 | 1 |
| 2017 Q1 | 51,275 | $84,000 | -$157,469 | $1.64 | 1 |
| 2016 Q4 | 147,397 | $202,000 | -$27,187 | $1.37 | 1 |
| 2016 Q3 | 167,235 | $234,000 | -$23,787 | $1.40 | 1 |
| 2016 Q2 | 184,235 | $280,000 | -$128,890 | $1.52 | 1 |
| 2016 Q1 | 269,042 | $336,000 | +$21,564 | $1.25 | 1 |
| 2015 Q4 | 251,775 | $317,000 | -$6,295 | $1.26 | 1 |
| 2015 Q3 | 256,775 | $308,000 | -$5,997 | $1.20 | 1 |
| 2015 Q2 | 261,775 | $327,000 | -$9,078 | $1.25 | 1 |
| 2015 Q1 | 269,042 | $336,000 | -$26,226 | $1.25 | 1 |
| 2014 Q4 | 290,042 | $392,000 | -$21,151 | $1.35 | 1 |
| 2014 Q3 | 305,692 | $376,000 | -$9,150 | $1.23 | 1 |
| 2014 Q2 | 312,992 | $450,000 | -$21,581 | $1.37 | 2 |
| 2014 Q1 | 327,992 | $584,000 | -$64,068 | $1.76 | 2 |