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Nebula Research & Development’s IES Holdings IESC Stock Holding History

Nebula Research & Development’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
2025
Q1 		– Sell
-3,930
Closed -$790K – 1036
2024
Q4 		$790K Sell
3,930
-372
-9% -$89.4K 0.09% 376
2024
Q3 		$859K Sell
4,302
-1,739
-29% -$282K 0.1% 352
2024
Q2 		$842K Buy
6,041
+2,992
+98% +$421K 0.14% 262
2024
Q1 		$371K Buy
+3,049
New +$292K 0.08% 454

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Nebula Research & Development's IESC Position: Q1 2025 in Review

Nebula Research & Development sold out of IES Holdings (IESC) in Q1 2025, closing a stake of 3,930 shares — an estimated $790K sold.

Nebula Research & Development first reported a position in IESC in Q1 2024 and held it in 4 quarters. The position peaked at $859K in Q3 2024. 244 funds tracked by Wall St. Rank hold IESC as of Q1 2025.

  • Nebula Research & Development reported no remaining IES Holdings position as of Q1 2025 after selling out during the quarter.
  • Nebula Research & Development sold 3,930 IES Holdings shares in Q1 2025, an estimated $790K.
  • Nebula Research & Development first reported a position in IES Holdings in Q1 2024 and held it in 4 quarters.
  • Nebula Research & Development's IES Holdings position peaked at $859K in Q3 2024.
  • 244 funds tracked by Wall St. Rank held IES Holdings as of Q1 2025.

Based on Nebula Research & Development's 13F filing for Q1 2025, filed 15 May 2025.