ESOA β€” ENERGY SERVICES OF AMERICA

Ownership history in Ancora Advisors LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Ancora Advisors LLC reported a position in ENERGY SERVICES OF AMERICA (ESOA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.02% (2025 Q1)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
3

Position Intelligence

Ancora Advisors LLC Γ— ESOA AI Analytics

πŸ“‰ Ancora Advisors LLC underperformed the S&P 500 by –18.6% annually on this ESOA position. Average cost basis: $9.36. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-18.6%
annualised excess return

❌ Significantly underperformed the S&P 500 by 18.6% ann.
2 quarters analyzed

πŸ’° Entry Quality
$9.36
+9.8% vs current ($10.28)

Best entry: $9.36 (2025 Q1)  Β·  Worst: $9.36 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

1 add Β· 2 trims. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ESOA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,220 -36,045 -85.3% 0.00% $64K $10.28
2025 Q2 REDUCED 42,265 -43,375 -50.6% 0.01% $420K $9.84
2025 Q1 INITIATED 85,640 β€” β€” 0.02% $809K $9.36

🏒 Other funds also holding ESOA

As of 2025 Q4 β€” sorted by position size

RAFFLES ASSOCIATES LP 3Y 7Y 1.22% FourWorld Capital Management LLC 3Y 0.56% Stokes Family Office, LLC 3Y 0.35% NEEDHAM INVESTMENT MANAGEMENT LLC 3Y 7Y 0.3% WEXFORD CAPITAL LP 3Y 7Y 0.28% THOMPSON DAVIS & CO., INC. 3Y 7Y 0.23% Westwood Wealth Management 3Y 0.11% ARDSLEY ADVISORY PARTNERS LP 3Y 7Y 0.04% Crown Wealth Group, LLC 3Y 0.04% ESSEX INVESTMENT MANAGEMENT CO LLC 3Y 7Y 0.03%
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