MCM
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MAI Capital Management’s IES Holdings IESC Stock Holding History

MAI 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
Q1 		– Hold
0
– – – 1488
2025
Q4 		– Hold
0
– – – 1562
2025
Q3 		– Hold
0
– – – 2061
2025
Q2 		– Hold
0
– -$66K – 4002
2025
Q1 		– Hold
0
– – – 1605
2024
Q4 		– Hold
0
– – – 1538

Other funds holding IESC

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MAI Capital Management's IESC Position: Q1 2026 in Review

MAI Capital Management increased its IES Holdings (IESC) stake by 0.09% in Q1 2026, buying an estimated $459 and bringing the position to 1,072 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

MAI Capital Management first reported a position in IESC in Q4 2024 and has held it in 6 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • MAI Capital Management held 1,072 shares of IES Holdings worth $511K as of Q1 2026.
  • MAI Capital Management bought 1 IES Holdings share in Q1 2026, an estimated $459.
  • IES Holdings made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1014 holding.
  • MAI Capital Management first reported a position in IES Holdings in Q4 2024 and has held it in 6 quarters since.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.