Energy Services of America Ownership | Who Owns Energy Services of America?
Energy Services of America Ownership Summary
Energy Services of America is owned by 17.89% institutional investors, 30.57% insiders, and 51.53% retail investors. Needham investment management is the largest institutional shareholder, holding 4.79% of ESOA shares. Needham Aggressive Growth Retail is the top mutual fund, with 4.29% of its assets in Energy Services of America shares.
ESOA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Energy Services of America | 17.89% | 30.57% | 51.53% |
| Sector | Industrials Stocks | 47.44% | 12.63% | 39.93% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Needham investment management | 800.00K | 4.79% | $10.50M |
| Huntington national bank | 663.59K | 3.97% | $8.71M |
| Blackrock funding, inc. /de | 657.29K | 3.94% | $8.63M |
| Vanguard group | 632.73K | 3.73% | $5.17M |
| Driehaus capital management | 491.85K | 2.94% | $6.46M |
| Stokes family office | 462.15K | 2.77% | $6.07M |
| Dimensional fund advisors lp | 349.20K | 2.09% | $4.59M |
| Geode capital management | 287.10K | 1.72% | $3.77M |
| Marshall wace, llp | 286.01K | 1.71% | $3.76M |
| Mackenzie financial | 266.36K | 1.59% | $3.50M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Raffles associates lp | 170.39K | 1.94% | $2.24M |
| Stokes family office | 462.15K | 0.63% | $6.07M |
| Needham investment management | 800.00K | 0.54% | $10.50M |
| Formula growth | 42.69K | 0.25% | $560.51K |
| Thompson davis | 20.35K | 0.18% | $267.20K |
| Lionshead wealth management | 17.38K | 0.17% | $228.75K |
| Ardsley advisory partners lp | 100.00K | 0.17% | $1.31M |
| Aristides capital | 44.12K | 0.13% | $579.28K |
| Eam investors | 71.58K | 0.11% | $939.90K |
| Manatuck hill partners | 30.00K | 0.11% | $393.90K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Driehaus capital management | 491.85K | 0.05% | 491.85K |
| Marshall wace, llp | 286.01K | 0.00% | 286.01K |
| Mackenzie financial | 266.36K | 0.00% | 245.50K |
| Algert global | 234.26K | 0.05% | 219.15K |
| Needham investment management | 800.00K | 0.54% | 214.56K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | - | - | -328.15K |
| Wexford capital lp | 55.00K | 0.10% | -120.78K |
| Truffle hound capital | - | - | -99.82K |
| Sierra summit advisors | - | - | -85.45K |
| Fourworld capital management | - | - | -80.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Driehaus capital management | 491.85K | 0.05% | 491.85K | $6.46M |
| Marshall wace, llp | 286.01K | 0.00% | 286.01K | $3.76M |
| Thompson siegel & walmsley | 175.00K | 0.04% | 175.00K | $2.30M |
| D. e. shaw | 151.92K | 0.00% | 151.92K | $1.99M |
| Los angeles capital management | 126.05K | 0.01% | 126.05K | $1.66M |
Sold Out
| Holder | Change |
|---|---|
| Northwestern mutual wealth management | -14.00 |
| Srs capital advisors | -34.00 |
| Skopos labs | -46.00 |
| Eversource wealth advisors | -49.00 |
| Heartwood wealth advisors | -75.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 36 | -58.62% | 3,036,880 | -54.20% | 17 | 1.12% | 13 | -71.11% | 12 | -50.00% |
| Sep 30, 2025 | 39 | -51.85% | 3,408,380 | -43.22% | 20 | 1.57% | 16 | -70.37% | 8 | -57.89% |
| Jun 30, 2025 | 84 | 10.53% | 6,196,613 | 12.06% | 37 | 3.41% | 55 | 25.00% | 21 | -19.23% |
| Mar 31, 2025 | 5 | -92.75% | 431,461 | -92.32% | 2 | 0.23% | 4 | -91.84% | 1 | -92.86% |
| Dec 31, 2024 | 24 | -52.94% | 1,850,255 | -51.55% | 11 | 2.10% | 17 | -48.48% | 4 | -69.23% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Needham Aggressive Growth Retail | 800.00K | 4.29% | 214.56K |
| Vanguard Total Stock Mkt Idx Inv | 435.90K | 2.34% | - |
| Vanguard US Total Market Shares ETF | 340.56K | 2.03% | - |
| iShares Russell 2000 ETF | 287.74K | 1.54% | 2.44K |
| Heptagon Driehaus US Micro Cap Eq C$ Acc | 195.71K | 1.05% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 139.41K | 0.75% | 7.23K |
| Avantis US Small Cap Value ETF | 119.84K | 0.64% | - |
| Fidelity Small Cap Index | 115.89K | 0.62% | 2.22K |
| Calamos Timpani Small Cap Growth I | 110.74K | 0.59% | -2.31K |
| Timpani Small Cap Growth Equity | 110.74K | 0.59% | 110.74K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 19, 2026 | REYNOLDS DOUGLAS V | President | Buy | $19.56K |
| Mar 20, 2026 | REYNOLDS DOUGLAS V | President | Buy | $63.77K |
| Dec 18, 2025 | REYNOLDS DOUGLAS V | President | Buy | $21.71K |
| Dec 17, 2025 | REYNOLDS DOUGLAS V | President | Buy | $21.63K |
| Dec 19, 2025 | REYNOLDS DOUGLAS V | President | Buy | $32.28K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | 3 | 1 |
| 2025 Q2 | 2 | - |
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | 4 |
ESOA Ownership FAQ
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