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

Energy Services of America Ownership Summary

Energy Services of America is owned by 49.71% institutional investors, 21.79% insiders, and 28.49% 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	49.71%	21.79%	28.49%
Sector	Industrials Stocks	67.83%	16.49%	15.68%

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
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
Two sigma investments, lp	248.66K	1.49%	$3.26M

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
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
Two sigma investments, lp	248.66K	0.00%	176.46K

Top Sellers

Holder	Shares	% Assets	Change
Driehaus capital management	-	-	-491.85K
Balyasny asset management	-	-	-328.15K
Truffle hound capital	-	-	-99.82K
Sierra summit advisors	-	-	-85.45K
Fourworld capital management	-	-	-80.00K

New Positions

Holder	Shares	% Assets	Change	Value
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
Sei investments	87.13K	0.00%	87.13K	$1.14M

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 %
Jun 30, 2026	120	13.21%	9,258,135	2.45%	49	1.87%	78	21.88%	27	-10.00%
Mar 31, 2026	102	18.60%	8,929,529	31.85%	53	3.25%	62	47.62%	28	-6.67%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Needham Aggressive Growth Retail	800.00K	4.29%	-
Vanguard MStar Total Stk Mkt Idx Invest	435.90K	2.34%	-
Vanguard Morn Total Stk Mkt Idx Investor	435.90K	2.34%	-
Vanguard Total Stock Mkt Idx Inv	435.90K	2.34%	-
iShares Russell 2000 ETF	388.20K	2.08%	3.31K
Vanguard US Total Market Shares ETF	340.56K	2.03%	-
Calamos Timpani Small Cap Growth I	211.44K	1.13%	5.16K
Avantis US Small Cap Value ETF	209.08K	1.12%	1.92K
Timpani Small Cap Growth Equity	206.28K	1.11%	95.54K
Heptagon Driehaus US Micro Cap Eq C$ Acc	199.55K	1.07%	3.84K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 18, 2026	REYNOLDS DOUGLAS V	President	Buy	$97.56K
May 29, 2026	REYNOLDS MARSHALL T	-	Sell	$1.02M
Jun 01, 2026	REYNOLDS MARSHALL T	-	Sell	$525.17K
May 28, 2026	REYNOLDS MARSHALL T	-	Sell	$705.73K
May 27, 2026	REYNOLDS MARSHALL T	-	Sell	$975.65K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	1	5
2026 Q1	2	-
2025 Q4	3	1
2025 Q2	2	-
2025 Q1	1	-

ESOA Ownership FAQ

Who owns the most shares of Energy Services of America?

Energy Services of America’s largest shareholders are Needham investment management (800K shares, 4.79%), Huntington national bank (663.59K shares, 3.97%), and Blackrock funding, inc. /de (657.29K shares, 3.94%). Together, they hold 12.70% 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?

Raffles associates lp is Energy Services of America’s biggest shareholder by percentage of total assets invested, with 1.94% of its assets in 170.39K Energy Services of America shares, valued at 2.24M$.

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

Needham Aggressive Growth Retail is the top mutual fund holder of Energy Services of America shares, with 4.29% of its total shares outstanding invested in 800K Energy Services of America shares.

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