$ESOA

$9.43 +$0.19 (2.06%) Close

$ESOA Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 18.7M shares outstanding

Who owns ESOA?

By type of holder

Institutions 49.4% Insiders 21.9% Everyone else 28.7%

Concentration Top 10 holders own 43.3%

Reynolds Douglas V 12.9% · Reynolds Marshall T 6.6%

Institutional ownership

49.4%

+0.9 pts vs last qtr

Institutional holders

117

+11 vs last qtr

Net shares bought

+174.2K

by institutions in Q2 2026

New / sold out

22 / 11

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +178.9K
Nuveen, LLC +107.7K

Biggest sellers in Q2 2026

Driehaus Capital Management LLC SOLD OUT −491.9K
Wexford Capital LP SOLD OUT −55.0K

Who is planning to sell?

Notices of proposed sale, last 12 months

$4.91M

7 notices from 4 people

Shares covered

403.0K

2.16% of the company

Arranged in advance

17%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Reynolds Marshall T Officer $3.18M
Lucente Frank S Director 10b5-1 $821K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−5.6%

−0.64% a year

Each share's claim on the business

+5.9%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$1.72M vs —

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years7% 3–5 years34% 1–3 years35% Under 1 year24%

Quarterly turnover

14.4%

of institutional shares changed hands

Top 10 managers, median time held

4 years

Super Investors

Investment managers reporting ESOA on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	836.2K	4.48%	+178.9K (+27.2%)	2022	0.0%
Shares held by quarter Peak holding836.2K (Q2'26) Change over 8 quarters+778.6K Share of the company4.480% BlackRock, Inc.'s full portfolio →
NI Needham Investment Management LLC	800.0K	4.29%	Unchanged	2024	0.5%
Shares held by quarter Peak holding800.0K (Q1'26) Change over 8 quarters+750.0K Share of the company4.290% Needham Investment Management LLC's full portfolio →

BlackRock, Inc.

836.2K

% of company

4.48%

Change vs last qtr

+178.9K (+27.2%)

Held since

2022

Needham Investment Management LLC

800.0K

% of company

4.29%

Change vs last qtr

Unchanged

Held since

2024

28 more super investors behind a free account

See every manager holding Energy Services Of America Corp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ESOA on Form N-PORT; together they hold 21.7% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
NA Needham Aggressive Growth Fund Needham Funds Inc	$15.5M	800.0K	4.29%	0.59%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$8.43M	435.9K	2.34%	0.00%	June 30, 2026

Needham Aggressive Growth Fund

Needham Funds Inc

Position value

$15.5M

% of company

4.29%

% of the fund

0.59%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$8.43M

% of company

2.34%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Energy Services Of America Corp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
RD Reynolds Douglas V Insider	2.4M	12.91%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company12.910% Reynolds Douglas V's insider activity →
RM Reynolds Marshall T Insider	1.2M	6.57%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company6.570% Reynolds Marshall T's insider activity →

Reynolds Douglas V

Insider

2.4M

% of company

12.91%

Change vs last qtr

—

Held since

—

Reynolds Marshall T

Insider

1.2M

% of company

6.57%

Change vs last qtr

—

Held since

—

5 more holders behind a free account

See every insider and 5%+ holder of Energy Services Of America Corp.

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