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Dmitry Balyasny’s IES Holdings IESC Stock Holding History

Dmitry Balyasny’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
-11,470
Closed -$4.56M – 3303
2025
Q3 		$4.56M Buy
11,470
+9,416
+458% +$3.24M 0.01% 1407
2025
Q2 		$608K Sell
2,054
-17
-0.8% -$4.01K ﹤0.01% 2218
2025
Q1 		$342K Sell
2,071
-1,387
-40% -$289K ﹤0.01% 2406
2024
Q4 		$695K Hold
3,458
– – ﹤0.01% 2081
2024
Q3 		$690K Buy
+3,458
New +$561K ﹤0.01% 2121
2024
Q1 		– Sell
-5,454
Closed -$432K – 2837
2023
Q4 		$432K Buy
+5,454
New +$380K ﹤0.01% 2009

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dmitry Balyasny's IESC Position: Q4 2025 in Review

Dmitry Balyasny sold out of IES Holdings (IESC) in Q4 2025, closing a stake of 11,470 shares — an estimated $4.56M sold.

Dmitry Balyasny first reported a position in IESC in Q4 2023 and held it in 6 quarters. The position peaked at $4.56M in Q3 2025. 343 funds tracked by Wall St. Rank hold IESC as of Q4 2025.

  • Dmitry Balyasny reported no remaining IES Holdings position as of Q4 2025 after selling out during the quarter.
  • Dmitry Balyasny sold 11,470 IES Holdings shares in Q4 2025, an estimated $4.56M.
  • Dmitry Balyasny first reported a position in IES Holdings in Q4 2023 and held it in 6 quarters.
  • Dmitry Balyasny's IES Holdings position peaked at $4.56M in Q3 2025.
  • 343 funds tracked by Wall St. Rank held IES Holdings as of Q4 2025.

Based on Balyasny Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.