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Kennedy Capital Management’s IES Holdings IESC Stock Holding History

Kennedy Capital 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 		– Sell
-66,040
Closed -$15.7M – 564
2026
Q1 		$15.7M Sell
66,040
-2,100
-3% -$482K 0.33% 92
2025
Q4 		$13.3M Sell
68,140
-244
-0.4% -$49K 0.28% 129
2025
Q3 		$13.6M Sell
68,384
-54,360
-44% -$9.35M 0.3% 112
2025
Q2 		$18.2M Sell
122,744
-30,968
-20% -$3.65M 0.43% 52
2025
Q1 		$12.7M Buy
153,712
+72,350
+89% +$7.55M 0.3% 98
2024
Q4 		$8.18M Sell
81,362
-21,340
-21% -$2.57M 0.18% 181
2024
Q3 		$10.3M Sell
102,702
-39,606
-28% -$3.21M 0.23% 137
2024
Q2 		$9.91M Sell
142,308
-9,618
-6% -$676K 0.21% 156
2024
Q1 		$9.24M Buy
151,926
+15,600
+11% +$748K 0.19% 191
2023
Q4 		$5.4M Sell
136,326
-28,126
-17% -$981K 0.12% 291
2023
Q3 		$5.42M Sell
164,452
-1,344
-0.8% -$43.7K 0.13% 270
2023
Q2 		$4.72M Sell
165,796
-72,174
-30% -$1.72M 0.11% 301
2023
Q1 		$5.13M Sell
237,970
-17,998
-7% -$369K 0.15% 253
2022
Q4 		$4.55M Sell
255,968
-1,684
-0.7% -$27.3K 0.13% 289
2022
Q3 		$3.56M Sell
257,652
-2,388
-0.9% -$36.9K 0.1% 328
2022
Q2 		$3.92M Buy
260,040
+71,096
+38% +$1.14M 0.11% 320
2022
Q1 		$3.8M Buy
188,944
+23,656
+14% +$533K 0.09% 359
2021
Q4 		$4.18M Buy
165,288
+118,492
+253% +$2.97M 0.09% 377
2021
Q3 		$1.07M Buy
+46,796
New +$1.14M 0.02% 517

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kennedy Capital Management's IESC Position: Q2 2026 in Review

Kennedy Capital Management sold out of IES Holdings (IESC) in Q2 2026, closing a stake of 66,040 shares — an estimated $15.7M sold.

Kennedy Capital Management first reported a position in IESC in Q3 2021 and held it in 19 quarters. The position peaked at $18.2M in Q2 2025. 413 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Kennedy Capital Management reported no remaining IES Holdings position as of Q2 2026 after selling out during the quarter.
  • Kennedy Capital Management sold 66,040 IES Holdings shares in Q2 2026, an estimated $15.7M.
  • Kennedy Capital Management first reported a position in IES Holdings in Q3 2021 and held it in 19 quarters.
  • Kennedy Capital Management's IES Holdings position peaked at $18.2M in Q2 2025.
  • 413 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.