Citadel Advisors
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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 		$16.3M Buy
34,200
+15,400
+82% +$7.06M ﹤0.01% 2589
2025
Q4 		$7.31M Sell
18,800
-9,800
-34% -$3.94M ﹤0.01% 3696
2025
Q3 		$11.4M Buy
28,600
+11,800
+70% +$4.06M ﹤0.01% 3083
2025
Q2 		$4.98M Sell
16,800
-20,500
-55% -$4.83M ﹤0.01% 4126
2025
Q1 		$6.16M Buy
37,300
+300
+0.8% +$62.6K ﹤0.01% 3549
2024
Q4 		$7.44M Buy
37,000
+8,100
+28% +$1.95M ﹤0.01% 3360
2024
Q3 		$5.77M Buy
28,900
+7,000
+32% +$1.13M ﹤0.01% 3723
2024
Q2 		$3.05M Buy
21,900
+8,700
+66% +$1.22M ﹤0.01% 4535
2024
Q1 		$1.61M Buy
+13,200
New +$1.27M ﹤0.01% 5948

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.