Hennion & Walsh Asset Management’s IES Holdings IESC Stock Holding History

Hennion & Walsh Asset Management’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	$2.66M	Buy	3,614 +780	+28%	+$504K	0.08%	318
2026 Q1	$1.35M	Buy	2,834 +1,847	+187%	+$847K	0.05%	441
2025 Q4	$384K	Sell	987 -10	-1%	-$4.02K	0.01%	776
2025 Q3	$396K	Sell	997 -5	-0.5%	-$1.72K	0.01%	770
2025 Q2	$297K	Buy	+1,002	New	+$236K	0.01%	819

Other funds holding IESC

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Ayrshire Capital Management Westport, Connecticut $214M AUM 20.58% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return