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Energy Services of America shares owned by UMA Financial Services

Quarter-by-quarter ownership of Energy Services of America (ESOA) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Energy Services of America

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All positions including Energy Services of America held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Services of America by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2k 114 10.35
2025-06-30 $1.1k 114 9.95

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Energy Services of America

Huntington National Bank
BlackRock
Vanguard Group
Stokes Family Office
Balyasny Asset Management
Millennium Management
Needham Investment Management
Dimensional Fund Advisors
Geode Capital Management
Wexford Capital
Raffles Associates
American Century Companies
State Street Corporation
Bank of New York Mellon
Northern Trust

View all funds holding Energy Services of America