Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s IES Holdings IESC Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$333K Sell
906
-10
-1% -$3.23K ﹤0.01% 1474
2026
Q1 		$218K Buy
+916
New +$210K ﹤0.01% 1474
2025
Q2 		– Sell
-4,292
Closed -$354K – 1589
2025
Q1 		$354K Sell
4,292
-5,892
-58% -$614K ﹤0.01% 1224
2024
Q4 		$1.02M Sell
10,184
-10,928
-52% -$1.31M ﹤0.01% 922
2024
Q3 		$2.11M Buy
21,112
+3,114
+17% +$252K 0.01% 657
2024
Q2 		$1.25M Sell
17,998
-13,718
-43% -$964K 0.01% 795
2024
Q1 		$1.93M Buy
31,716
+5,862
+23% +$281K 0.01% 682
2023
Q4 		$1.02M Buy
25,854
+8,054
+45% +$281K ﹤0.01% 854
2023
Q3 		$586K Buy
17,800
+6,150
+53% +$200K ﹤0.01% 974
2023
Q2 		$331K Buy
+11,650
New +$278K ﹤0.01% 1084
2021
Q1 		– Sell
-13,430
Closed -$309K – 1031
2020
Q4 		$309K Sell
13,430
-3,744
-22% -$73.2K ﹤0.01% 784
2020
Q3 		$273K Sell
17,174
-14,934
-47% -$205K ﹤0.01% 803
2020
Q2 		$372K Buy
32,108
+1,508
+5% +$15.8K ﹤0.01% 806
2020
Q1 		$270K Buy
30,600
+4,050
+15% +$47.2K ﹤0.01% 817
2019
Q4 		$341K Buy
26,550
+1,600
+6% +$17.3K ﹤0.01% 735
2019
Q3 		$257K Buy
+24,950
New +$237K ﹤0.01% 819

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s IESC Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its IES Holdings (IESC) stake by 1.1% in Q2 2026, selling an estimated $3.23K and leaving 906 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in IESC in Q3 2019 and has held it in 16 quarters since. The position peaked at $2.11M in Q3 2024. 412 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 906 shares of IES Holdings worth $333K as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 10 IES Holdings shares in Q2 2026, an estimated $3.23K.
  • IES Holdings made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #1474 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in IES Holdings in Q3 2019 and has held it in 16 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s IES Holdings position peaked at $2.11M in Q3 2024.
  • 412 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.