Congress Asset Management’s IES Holdings IESC Stock Holding History

Congress Asset Management’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 Q2	–	Sell	-43,513	Closed	-$20.7M	–	397
2026 Q1	$20.7M	Buy	43,513 +9,260	+27%	+$4.25M	0.15%	142
2025 Q4	$13.3M	Buy	34,253 +825	+2%	+$332K	0.09%	179
2025 Q3	$13.3M	Sell	33,428 -1,224	-4%	-$421K	0.09%	176
2025 Q2	$10.3M	Buy	+34,652	New	+$8.17M	0.07%	189

Other funds holding IESC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Congress Asset Management's IESC Position: Q2 2026 in Review

Congress Asset Management sold out of IES Holdings (IESC) in Q2 2026, closing a stake of 43,513 shares — an estimated $20.7M sold.

Congress Asset Management first reported a position in IESC in Q2 2025 and held it in 4 quarters. The position peaked at $20.7M in Q1 2026. 121 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Congress Asset Management reported no remaining IES Holdings position as of Q2 2026 after selling out during the quarter.
Congress Asset Management sold 43,513 IES Holdings shares in Q2 2026, an estimated $20.7M.
Congress Asset Management first reported a position in IES Holdings in Q2 2025 and held it in 4 quarters.
Congress Asset Management's IES Holdings position peaked at $20.7M in Q1 2026.
121 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.