Citadel Advisors
IESC icon

Citadel Advisors’s IES Holdings IESC Stock Holding History

Citadel Advisors’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
Q1 		– Sell
-3,295
Closed -$1.51M – 13550
2025
Q4 		$1.28M Buy
+3,295
New +$1.32M ﹤0.01% 6865
2025
Q3 		– Sell
-16,621
Closed -$5.72M – 13382
2025
Q2 		$4.92M Buy
16,621
+6,644
+67% +$1.57M ﹤0.01% 4140
2025
Q1 		$1.65M Sell
9,977
-40,754
-80% -$8.5M ﹤0.01% 5906
2024
Q4 		$10.2M Buy
50,731
+10,193
+25% +$2.45M ﹤0.01% 2962
2024
Q3 		$8.09M Buy
40,538
+15,131
+60% +$2.45M ﹤0.01% 3230
2024
Q2 		$3.54M Sell
25,407
-34,910
-58% -$4.91M ﹤0.01% 4305
2024
Q1 		$7.34M Buy
60,317
+33,491
+125% +$3.21M ﹤0.01% 3378
2023
Q4 		$2.13M Buy
26,826
+14,642
+120% +$1.02M ﹤0.01% 5252
2023
Q3 		$803K Sell
12,184
-21,277
-64% -$1.39M ﹤0.01% 7032
2023
Q2 		$1.9M Sell
33,461
-27,533
-45% -$1.32M ﹤0.01% 5233
2023
Q1 		$2.63M Buy
60,994
+9,939
+19% +$408K ﹤0.01% 4868
2022
Q4 		$1.82M Buy
51,055
+15,525
+44% +$503K ﹤0.01% 5654
2022
Q3 		$981K Buy
35,530
+18,551
+109% +$573K ﹤0.01% 7039
2022
Q2 		$512K Buy
16,979
+11,267
+197% +$362K ﹤0.01% 8587
2022
Q1 		$230K Sell
5,712
-3,775
-40% -$170K ﹤0.01% 11190
2021
Q4 		$481K Sell
9,487
-25,417
-73% -$1.27M ﹤0.01% 9785
2021
Q3 		$1.59M Buy
34,904
+19,262
+123% +$936K ﹤0.01% 6938
2021
Q2 		$803K Buy
15,642
+713
+5% +$36.9K ﹤0.01% 8934
2021
Q1 		$753K Sell
14,929
-36,597
-71% -$1.76M ﹤0.01% 8783
2020
Q4 		$2.37M Buy
51,526
+11,603
+29% +$454K ﹤0.01% 5004
2020
Q3 		$1.27M Buy
39,923
+5,631
+16% +$154K ﹤0.01% 5595
2020
Q2 		$795K Sell
34,292
-1,240
-3% -$25.9K ﹤0.01% 6253
2020
Q1 		$627K Buy
35,532
+27,556
+345% +$643K ﹤0.01% 6114
2019
Q4 		$205K Sell
7,976
-3,587
-31% -$77.6K ﹤0.01% 8143
2019
Q3 		$238K Buy
+11,563
New +$220K ﹤0.01% 7910

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors's IESC Position: Q1 2026 in Review

Citadel Advisors sold out of IES Holdings (IESC) in Q1 2026, closing a stake of 3,295 shares — an estimated $1.51M sold.

Citadel Advisors first reported a position in IESC in Q3 2019 and held it in 25 quarters. The position peaked at $10.2M in Q4 2024. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Citadel Advisors reported no remaining IES Holdings position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 3,295 IES Holdings shares in Q1 2026, an estimated $1.51M.
  • Citadel Advisors first reported a position in IES Holdings in Q3 2019 and held it in 25 quarters.
  • Citadel Advisors's IES Holdings position peaked at $10.2M in Q4 2024.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.