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Consolidated Planning Corp’s IES Holdings IESC Stock Holding History

Consolidated Planning Corp’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
-508
Closed -$202K – 214
2025
Q3 		$202K Buy
+508
New +$175K 0.02% 189

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Consolidated Planning Corp's IESC Position: Q4 2025 in Review

Consolidated Planning Corp sold out of IES Holdings (IESC) in Q4 2025, closing a stake of 508 shares — an estimated $202K sold.

Consolidated Planning Corp first reported a position in IESC in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 344 funds tracked by Wall St. Rank hold IESC as of Q4 2025.

  • Consolidated Planning Corp reported no remaining IES Holdings position as of Q4 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 508 IES Holdings shares in Q4 2025, an estimated $202K.
  • Consolidated Planning Corp first reported a position in IES Holdings in Q3 2025 and held it in 1 quarter.
  • Consolidated Planning Corp's IES Holdings position peaked at $202K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held IES Holdings as of Q4 2025.

Based on Consolidated Planning Corp's 13F filing for Q4 2025, filed 28 Jan 2026.