As of the latest SEC filings, Energy Services of America CORP (ESOA) is held by 113 institutional funds. The largest fund shareholder is Needham Aggressive Growth Fund (NEAGX), holding an estimated $10,504,000.00 in market value, representing 0.67% of its portfolio.
Funds holding Energy Services of America CORP (ESOA)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ESOA
- CIK:
- 0001357971
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
NEAGX
Needham Aggressive Growth Fund
|
MF | Independent / Boutique | 0.67% | $10,504,000.00 | 800,000 | Mar 31, 2026 | May 19, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $5,723,314.48 | 435,896 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $3,932,947.07 | 299,539 | Mar 31, 2026 | May 28, 2026 |
|
CTASX
Calamos Timpani Small Cap Growth Fund
|
MF | Calamos | 0.35% | $2,599,096.00 | 152,888 | Apr 30, 2026 | Jun 26, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $1,996,174.00 | 117,422 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,830,518.95 | 139,415 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,392,725.00 | 81,925 | Apr 30, 2026 | Jun 24, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.01% | $1,291,532.45 | 98,365 | Mar 31, 2026 | May 28, 2026 |
|
DES
WisdomTree U.S. SmallCap Dividend Fund
|
ETF | WisdomTree | 0.06% | $1,220,197.16 | 92,932 | Mar 31, 2026 | Jun 1, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.00% | $1,102,740.76 | 70,598 | Feb 28, 2026 | Apr 29, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,044,157.00 | 61,421 | Apr 30, 2026 | Jun 29, 2026 |
|
DMCRX
Driehaus Micro Cap Growth Fund
|
MF | Independent / Boutique | 0.23% | $1,030,284.84 | 78,468 | Mar 31, 2026 | May 27, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,022,641.40 | 65,470 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $912,098.66 | 58,393 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $831,538.00 | 48,914 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Adara Smaller Companies Fund
|
ETF | Independent / Boutique | 0.08% | $590,701.54 | 37,817 | Feb 28, 2026 | Apr 28, 2026 |
|
FDM
First Trust Dow Jones Select MicroCap Index Fund
|
ETF | First Trust | 0.23% | $514,696.00 | 39,200 | Mar 31, 2026 | May 28, 2026 |
|
SECAX
SIIT SMALL CAP II FUND
|
MF | Independent / Boutique | 0.19% | $490,436.76 | 31,398 | Feb 28, 2026 | Apr 28, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $454,699.00 | 26,747 | Apr 30, 2026 | Jun 24, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $443,938.00 | 26,114 | Apr 30, 2026 | Jun 25, 2026 |
|
SLPAX
SIIT SMALL CAP FUND
|
MF | Independent / Boutique | 0.23% | $435,954.20 | 27,910 | Feb 28, 2026 | Apr 28, 2026 |
|
DSCGX
U.S. Small Cap Growth Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $406,164.00 | 23,892 | Apr 30, 2026 | Jun 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $388,070.28 | 29,556 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $382,705.62 | 24,501 | Feb 28, 2026 | Apr 24, 2026 |
|
DGRS
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
|
ETF | WisdomTree | 0.09% | $326,792.57 | 24,889 | Mar 31, 2026 | Jun 1, 2026 |
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