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 Q1	$4.93B	Sell	10,340,248 -8,159	-0.1%	-$3.74M	67.11%	1
2025 Q4	$4.03B	Sell	10,348,407 -182,094	-2%	-$73.2M	69.94%	1
2025 Q3	$4.19B	Sell	10,530,501 -145,837	-1%	-$50.2M	77.02%	1
2025 Q2	$3.16B	Sell	10,676,338 -41,630	-0.4%	-$9.81M	83.97%	1
2025 Q1	$1.77B	Hold	10,717,968	–	–	76.4%	1
2024 Q4	$2.15B	Sell	10,717,968 -17,184	-0.2%	-$4.13M	67.43%	1
2024 Q3	$2.14B	Sell	10,735,152 -250,000	-2%	-$40.5M	67.19%	1
2024 Q2	$1.53B	Sell	10,985,152 -225,000	-2%	-$31.6M	53.57%	1
2024 Q1	$1.36B	Sell	11,210,152 -107,298	-0.9%	-$10.3M	52.68%	1
2023 Q4	$897M	Sell	11,317,450 -92,702	-0.8%	-$6.47M	48.75%	1
2023 Q3	$752M	Hold	11,410,152	–	–	42.75%	1
2023 Q2	$649M	Hold	11,410,152	–	–	50.33%	1
2023 Q1	$492M	Hold	11,410,152	–	–	46.03%	1
2022 Q4	$406M	Hold	11,410,152	–	–	35.94%	1
2022 Q3	$315M	Hold	11,410,152	–	–	41.29%	1
2022 Q2	$344M	Hold	11,410,152	–	–	39.77%	1
2022 Q1	$459M	Hold	11,410,152	–	–	32.92%	1
2021 Q4	$578M	Sell	11,410,152 -9,330	-0.1%	-$467K	46.9%	1
2021 Q3	$522M	Sell	11,419,482 -1,557	-0%	-$75.7K	44.78%	1
2021 Q2	$587M	Sell	11,421,039 -25,000	-0.2%	-$1.3M	51.98%	1
2021 Q1	$577M	Sell	11,446,039 -12,500	-0.1%	-$601K	61.54%	1
2020 Q4	$528M	Hold	11,458,539	–	–	71.28%	1
2020 Q3	$364M	Hold	11,458,539	–	–	76.59%	1
2020 Q2	$265M	Sell	11,458,539 -492,103	-4%	-$10.3M	67.68%	1
2020 Q1	$211M	Sell	11,950,642 -137,652	-1%	-$3.21M	64.62%	1
2019 Q4	$310M	Hold	12,088,294	–	–	39.86%	1
2019 Q3	$249M	Hold	12,088,294	–	–	35.5%	1
2019 Q2	$228M	Sell	12,088,294 -12,038	-0.1%	-$218K	28.55%	1
2019 Q1	$215M	Sell	12,100,332 -218,732	-2%	-$3.87M	29.82%	1
2018 Q4	$192M	Hold	12,319,064	–	–	35.25%	1
2018 Q3	$240M	Hold	12,319,064	–	–	20.55%	1
2018 Q2	$206M	Hold	12,319,064	–	–	21.05%	1
2018 Q1	$187M	Sell	12,319,064 -36,081	-0.3%	-$595K	21.03%	1
2017 Q4	$213M	Hold	12,355,145	–	–	14.74%	1
2017 Q3	$214M	Hold	12,355,145	–	–	17.09%	1
2017 Q2	$224M	Hold	12,355,145	–	–	16.15%	1
2017 Q1	$224M	Hold	12,355,145	–	–	22.36%	1
2016 Q4	$237M	Sell	12,355,145 -966,039	-7%	-$17.2M	27.48%	1
2016 Q3	$237M	Sell	13,321,184 -40,913	-0.3%	-$629K	35.04%	1
2016 Q2	$166M	Sell	13,362,097 -13,045	-0.1%	-$178K	33.99%	1
2016 Q1	$196M	Hold	13,375,142	–	–	37.25%	1
2015 Q4	$148M	Hold	13,375,142	–	–	27.08%	1
2015 Q3	$103M	Buy	13,375,142 +21,525	+0.2%	+$153K	21.4%	1
2015 Q2	$94.8M	Hold	13,353,617	–	–	16.03%	2
2015 Q1	$118M	Hold	13,353,617	–	–	18.43%	1
2014 Q4	$102M	Hold	13,353,617	–	–	17.15%	1
2014 Q3	$110M	Buy	13,353,617 +2,574,493	+24%	+$18.3M	14.78%	1
2014 Q2	$71.9M	Hold	10,779,124	–	–	9.99%	2
2014 Q1	$66.9M	Buy	10,779,124 +405,800	+4%	+$2.47M	9.48%	3
2013 Q4	$55.9M	Hold	10,373,324	–	–	9.24%	4
2013 Q3	$42.1M	Buy	10,373,324 +1,818,831	+21%	+$8.31M	6.26%	5
2013 Q2	$38M	Buy	+8,554,493	New	+$47.1M	7.14%	4

Other funds holding IESC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gendell Jeffrey L's IESC Position: Q1 2026 in Review

Gendell Jeffrey L reduced its IES Holdings (IESC) stake by 0.08% in Q1 2026, selling an estimated $3.74M and leaving 10,340,248 shares worth $4.93B. The position accounts for 67.11% of the portfolio, ranked #1.

Gendell Jeffrey L first reported a position in IESC in Q2 2013 and has held it in 52 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

Gendell Jeffrey L held 10,340,248 shares of IES Holdings worth $4.93B as of Q1 2026.
Gendell Jeffrey L sold 8,159 IES Holdings shares in Q1 2026, an estimated $3.74M.
IES Holdings made up 67.11% of Gendell Jeffrey L's portfolio in Q1 2026, its #1 holding.
Gendell Jeffrey L first reported a position in IES Holdings in Q2 2013 and has held it in 52 quarters since.
348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Gendell Jeffrey L's 13F filing for Q1 2026, filed 15 May 2026.