CI Investments Inc
IESC icon

CI Investments Inc’s IES Holdings IESC Stock Holding History

CI Investments Inc’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
2025
Q4 		– Sell
-136
Closed -$27K – 935
2025
Q3 		$27K Buy
136
+12
+10% +$2.06K ﹤0.01% 1122
2025
Q2 		$18K Buy
124
+24
+24% +$2.83K ﹤0.01% 1173
2025
Q1 		$8K Sell
100
-28
-22% -$2.92K ﹤0.01% 1248
2024
Q4 		$13K Buy
+128
New +$15.4K ﹤0.01% 1227

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CI Investments Inc's IESC Position: Q4 2025 in Review

CI Investments Inc sold out of IES Holdings (IESC) in Q4 2025, closing a stake of 136 shares — an estimated $27K sold.

CI Investments Inc first reported a position in IESC in Q4 2024 and held it in 4 quarters. The position peaked at $27K in Q3 2025. 344 funds tracked by Wall St. Rank hold IESC as of Q4 2025.

  • CI Investments Inc reported no remaining IES Holdings position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 136 IES Holdings shares in Q4 2025, an estimated $27K.
  • CI Investments Inc first reported a position in IES Holdings in Q4 2024 and held it in 4 quarters.
  • CI Investments Inc's IES Holdings position peaked at $27K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held IES Holdings as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.