Energy Services of America Ownership | Who Owns Energy Services of America?

Energy Services of America Ownership Summary

Energy Services of America is owned by 23.05% institutional investors, 35.68% insiders, and 41.27% retail investors. Thompson davis is the largest institutional shareholder, holding 3.52% of ESOA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.05% of its assets in Energy Services of America shares.

ESOA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Energy Services of America	23.05%	35.68%	41.27%
Sector	Industrials Stocks	64.16%	10.53%	25.31%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Thompson davis	582.42K	3.52%	$4.17M
Vanguard group	477.37K	2.88%	$3.42M
Stokes family office	462.14K	2.79%	$3.31M
Morgan stanley	340.28K	2.05%	$2.44M
Huntington national bank	325.59K	1.96%	$2.33M
Raffles associates lp	217.53K	1.31%	$1.56M
Renaissance	203.89K	1.23%	$1.46M
Dimensional fund advisors lp	178.63K	1.08%	$1.28M
O'shaughnessy asset management	119.28K	0.72%	$854.02K
American century companies	117.12K	0.71%	$838.61K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Thompson davis	582.42K	3.62%	$4.17M
Raffles associates lp	217.53K	1.75%	$1.56M
Stokes family office	462.14K	0.39%	$3.31M
Eam investors	76.35K	0.09%	$546.69K
Crown wealth group	15.99K	0.06%	$114.50K
Essex investment management	24.03K	0.03%	$172.04K
Needham investment management	50.00K	0.03%	$358.00K
Navellier & associates	32.78K	0.03%	$234.71K
City	12.91K	0.02%	$162.91K
Huntington national bank	325.59K	0.02%	$2.33M

Top Buyers

Holder	Shares	% Assets	Change
American century companies	117.12K	0.00%	84.36K
Empowered funds	57.93K	0.01%	57.93K
Vanguard group	477.37K	0.00%	52.47K
Needham investment management	50.00K	0.03%	50.00K
Raffles associates lp	217.53K	1.75%	40.14K

Top Sellers

Holder	Shares	% Assets	Change
Thompson davis	582.42K	3.62%	-751.30K
Morgan stanley	340.28K	0.00%	-103.09K
Eam investors	76.35K	0.09%	-78.03K
Bridgeway capital management	-	-	-57.08K
Essex investment management	24.03K	0.03%	-45.40K

New Positions

Holder	Shares	% Assets	Change	Value
Empowered funds	57.93K	0.01%	57.93K	$731.05K
Needham investment management	50.00K	0.03%	50.00K	$358.00K
Navellier & associates	32.78K	0.03%	32.78K	$234.71K
Virtu financial	15.59K	0.01%	15.59K	$112.00K
Advisor group	720.00	-	720.00	$5.16K

Sold Out

Holder	Change
Wells fargo & company/mn	-70.00
Ifp advisors	-2.09K
Qube research	-5.85K
Royal bank of canada	-10.00K
Occudo quantitative strategies lp	-11.15K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	51	34.21%	3,818,729	2.03%	23	4.52%	33	57.14%	13	18.18%
Jun 30, 2024	38	-19.15%	3,742,836	-19.13%	22	2.90%	21	-36.36%	11	83.33%
Mar 31, 2024	47	56.67%	4,628,184	20.98%	27	5.24%	33	65.00%	6	100.00%
Dec 31, 2023	30	15.38%	3,825,690	20.97%	23	6.34%	20	33.33%	3	-
Sep 30, 2023	26	30.00%	3,162,397	35.61%	19	9.68%	15	150.00%	3	-40.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	340.56K	2.05%	-
Avantis US Small Cap Value ETF	218.82K	1.32%	288.00
Vanguard Institutional Extnd Mkt Idx Tr	148.84K	0.90%	-
WisdomTree US SmallCap Dividend ETF	102.68K	0.62%	-
EAM Ultra Micro Cap	78.04K	0.47%	-4.25K
Needham Aggressive Growth Retail	75.00K	0.45%	25.00K
Fidelity Extended Market Index	63.39K	0.38%	-418.00
EA Bridgeway Omni Small-Cap Value ETF	57.87K	0.35%	76.00
DFA US Micro Cap I	50.16K	0.30%	-
Pleiades Small Cap Equity A	43.11K	0.26%	3.13K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 20, 2024	REYNOLDS MARSHALL T	-	Sell	$556.80K
Dec 18, 2024	REYNOLDS MARSHALL T		Sell	$189.29K
Dec 19, 2024	REYNOLDS MARSHALL T		Sell	$133.86K
Dec 17, 2024	Lucente Frank S	-	Sell	$87.50K
Sep 19, 2024	Reynolds Jack M	-	Sell	$260.00K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	3
2024 Q3	-	21
2024 Q2	2	-
2024 Q1	5	16
2023 Q4	-	3

ESOA Ownership FAQ

Who owns the most shares of Energy Services of America?

Energy Services of America’s largest shareholders are Thompson davis (582.42K shares, 3.52%), Vanguard group (477.36K shares, 2.88%), and Stokes family office (462.14K shares, 2.79%). Together, they hold 9.19% of Energy Services of America’s total shares outstanding.

Does Blackrock own Energy Services of America?

BlackRock is not among the top 10 institutional shareholders of Energy Services of America.

Who is Energy Services of America’s biggest shareholder by percentage of total assets invested?

Thompson davis is Energy Services of America’s biggest shareholder by percentage of total assets invested, with 3.62% of its assets in 582.42K Energy Services of America shares, valued at 4.17M$.

Who is the top mutual fund holder of Energy Services of America shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Energy Services of America shares, with 2.05% of its total shares outstanding invested in 340.56K Energy Services of America shares.

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