Gendell Jeffrey L’s IES Holdings IESC Stock Holding History

Gendell Jeffrey 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	$7.56B	Sell	20,587,056 -93,440	-0.5%	-$30.2M	66.79%	1
2026 Q1	$4.93B	Sell	20,680,496 -16,318	-0.1%	-$3.74M	67.11%	1
2025 Q4	$4.03B	Sell	20,696,814 -364,188	-2%	-$73.2M	69.94%	1
2025 Q3	$4.19B	Sell	21,061,002 -291,674	-1%	-$50.2M	77.02%	1
2025 Q2	$3.16B	Sell	21,352,676 -83,260	-0.4%	-$9.81M	83.97%	1
2025 Q1	$1.77B	Hold	21,435,936	–	–	76.4%	1
2024 Q4	$2.15B	Sell	21,435,936 -34,368	-0.2%	-$4.13M	67.43%	1
2024 Q3	$2.14B	Sell	21,470,304 -500,000	-2%	-$40.5M	67.19%	1
2024 Q2	$1.53B	Sell	21,970,304 -450,000	-2%	-$31.6M	53.57%	1
2024 Q1	$1.36B	Sell	22,420,304 -214,596	-0.9%	-$10.3M	52.68%	1
2023 Q4	$897M	Sell	22,634,900 -185,404	-0.8%	-$6.47M	48.75%	1
2023 Q3	$752M	Hold	22,820,304	–	–	42.75%	1
2023 Q2	$649M	Hold	22,820,304	–	–	50.33%	1
2023 Q1	$492M	Hold	22,820,304	–	–	46.03%	1
2022 Q4	$406M	Hold	22,820,304	–	–	35.94%	1
2022 Q3	$315M	Hold	22,820,304	–	–	41.29%	1
2022 Q2	$344M	Hold	22,820,304	–	–	39.77%	1
2022 Q1	$459M	Hold	22,820,304	–	–	32.92%	1
2021 Q4	$578M	Sell	22,820,304 -18,660	-0.1%	-$467K	46.9%	1
2021 Q3	$522M	Sell	22,838,964 -3,114	-0%	-$75.7K	44.78%	1
2021 Q2	$587M	Sell	22,842,078 -50,000	-0.2%	-$1.3M	51.98%	1
2021 Q1	$577M	Sell	22,892,078 -25,000	-0.1%	-$601K	61.54%	1
2020 Q4	$528M	Hold	22,917,078	–	–	71.28%	1
2020 Q3	$364M	Hold	22,917,078	–	–	76.59%	1
2020 Q2	$265M	Sell	22,917,078 -984,206	-4%	-$10.3M	67.68%	1
2020 Q1	$211M	Sell	23,901,284 -275,304	-1%	-$3.21M	64.62%	1
2019 Q4	$310M	Hold	24,176,588	–	–	39.86%	1
2019 Q3	$249M	Hold	24,176,588	–	–	35.5%	1
2019 Q2	$228M	Sell	24,176,588 -24,076	-0.1%	-$218K	28.55%	1
2019 Q1	$215M	Sell	24,200,664 -437,464	-2%	-$3.87M	29.82%	1
2018 Q4	$192M	Hold	24,638,128	–	–	35.25%	1
2018 Q3	$240M	Hold	24,638,128	–	–	20.55%	1
2018 Q2	$206M	Hold	24,638,128	–	–	21.05%	1
2018 Q1	$187M	Sell	24,638,128 -72,162	-0.3%	-$595K	21.03%	1
2017 Q4	$213M	Hold	24,710,290	–	–	14.74%	1
2017 Q3	$214M	Hold	24,710,290	–	–	17.09%	1
2017 Q2	$224M	Hold	24,710,290	–	–	16.15%	1
2017 Q1	$224M	Hold	24,710,290	–	–	22.36%	1
2016 Q4	$237M	Sell	24,710,290 -1,932,078	-7%	-$17.2M	27.48%	1
2016 Q3	$237M	Sell	26,642,368 -81,826	-0.3%	-$629K	35.04%	1
2016 Q2	$166M	Sell	26,724,194 -26,090	-0.1%	-$178K	33.99%	1
2016 Q1	$196M	Hold	26,750,284	–	–	37.25%	1
2015 Q4	$148M	Hold	26,750,284	–	–	27.08%	1
2015 Q3	$103M	Buy	26,750,284 +43,050	+0.2%	+$154K	21.4%	1
2015 Q2	$94.8M	Hold	26,707,234	–	–	16.03%	2
2015 Q1	$118M	Hold	26,707,234	–	–	18.43%	1
2014 Q4	$102M	Hold	26,707,234	–	–	17.15%	1
2014 Q3	$110M	Buy	26,707,234 +5,148,986	+24%	+$18.3M	14.78%	1
2014 Q2	$71.9M	Hold	21,558,248	–	–	9.99%	2
2014 Q1	$66.9M	Buy	21,558,248 +811,600	+4%	+$2.47M	9.48%	3
2013 Q4	$55.9M	Hold	20,746,648	–	–	9.24%	4
2013 Q3	$42.1M	Buy	20,746,648 +3,637,662	+21%	+$8.32M	6.26%	5
2013 Q2	$38M	Buy	+17,108,986	New	+$47.2M	7.14%	4

Other funds holding IESC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gendell Jeffrey L's IESC Position: Q2 2026 in Review

Gendell Jeffrey L reduced its IES Holdings (IESC) stake by 0.45% in Q2 2026, selling an estimated $30.2M and leaving 20,587,056 shares worth $7.56B. The position accounts for 66.79% of the portfolio, ranked #1.

Gendell Jeffrey L first reported a position in IESC in Q2 2013 and has held it in 53 quarters since. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

Gendell Jeffrey L held 20,587,056 shares of IES Holdings worth $7.56B as of Q2 2026.
Gendell Jeffrey L sold 93,440 IES Holdings shares in Q2 2026, an estimated $30.2M.
IES Holdings made up 66.79% of Gendell Jeffrey L's portfolio in Q2 2026, its #1 holding.
Gendell Jeffrey L first reported a position in IES Holdings in Q2 2013 and has held it in 53 quarters since.
413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Gendell Jeffrey L's 13F filing for Q2 2026, filed 14 Aug 2026.