Annex Advisory Services
IESC icon

Annex Advisory Services’s IES Holdings IESC Stock Holding History

Annex Advisory Services’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.93M Buy
12,226
+1,242
+11% +$410K 0.06% 112
2026
Q2 		$4.03M Sell
10,984
-4,326
-28% -$1.4M 0.07% 118
2026
Q1 		$3.65M Sell
15,310
-578
-4% -$133K 0.07% 121
2025
Q4 		$3.09M Sell
15,888
-6,946
-30% -$1.4M 0.06% 134
2025
Q3 		$4.54M Sell
22,834
-5,118
-18% -$881K 0.1% 96
2025
Q2 		$4.14M Buy
27,952
+1,106
+4% +$130K 0.1% 94
2025
Q1 		$2.22M Buy
26,846
+7,044
+36% +$735K 0.06% 118
2024
Q4 		$1.99M Sell
19,802
-228
-1% -$27.4K 0.06% 120
2024
Q3 		$2M Buy
20,030
+9,734
+95% +$789K 0.06% 111
2024
Q2 		$717K Buy
+10,296
New +$724K 0.03% 153

Other funds holding IESC

Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return

Annex Advisory Services's IESC Position: Q3 2026 in Review

Annex Advisory Services increased its IES Holdings (IESC) stake by 11% in Q3 2026, buying an estimated $410K and bringing the position to 12,226 shares worth $3.93M. The position accounts for 0.06% of the portfolio, ranked #112.

Annex Advisory Services first reported a position in IESC in Q2 2024 and has held it in 10 quarters since. The position peaked at $4.54M in Q3 2025. 61 funds tracked by Wall St. Rank hold IESC as of Q3 2026.

  • Annex Advisory Services held 12,226 shares of IES Holdings worth $3.93M as of Q3 2026.
  • Annex Advisory Services bought 1,242 IES Holdings shares in Q3 2026, an estimated $410K.
  • IES Holdings made up 0.06% of Annex Advisory Services's portfolio in Q3 2026, its #112 holding.
  • Annex Advisory Services first reported a position in IES Holdings in Q2 2024 and has held it in 10 quarters since.
  • Annex Advisory Services's IES Holdings position peaked at $4.54M in Q3 2025.
  • 61 funds tracked by Wall St. Rank held IES Holdings as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.