NA
IESC icon

NewEdge Advisors’s IES Holdings IESC Stock Holding History

NewEdge Advisors’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
Q3 		– Sell
-1,739
Closed -$515K – 4172
2025
Q2 		$515K Sell
1,739
-2
-0.1% -$471 ﹤0.01% 1669
2025
Q1 		$287K Sell
1,741
-1,930
-53% -$403K ﹤0.01% 1923
2024
Q4 		$738K Buy
3,671
+1,865
+103% +$448K ﹤0.01% 1326
2024
Q3 		$361K Buy
1,806
+45
+3% +$7.3K ﹤0.01% 1679
2024
Q2 		$245K Sell
1,761
-2,877
-62% -$404K ﹤0.01% 1819
2024
Q1 		$564K Sell
4,638
-706
-13% -$67.7K ﹤0.01% 1271
2023
Q4 		$441K Sell
5,344
-73
-1% -$5.09K ﹤0.01% 1347
2023
Q3 		$357K Buy
+5,417
New +$353K ﹤0.01% 1340
2023
Q2 		– Sell
-9
Closed -$388 – 3559
2023
Q1 		$388 Hold
9
– – ﹤0.01% 3265
2022
Q4 		$0 Buy
+9
New +$292 ﹤0.01% 4141

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

NewEdge Advisors's IESC Position: Q3 2025 in Review

NewEdge Advisors sold out of IES Holdings (IESC) in Q3 2025, closing a stake of 1,739 shares — an estimated $515K sold.

NewEdge Advisors first reported a position in IESC in Q4 2022 and held it in 10 quarters. The position peaked at $738K in Q4 2024. 321 funds tracked by Wall St. Rank hold IESC as of Q3 2025.

  • NewEdge Advisors reported no remaining IES Holdings position as of Q3 2025 after selling out during the quarter.
  • NewEdge Advisors sold 1,739 IES Holdings shares in Q3 2025, an estimated $515K.
  • NewEdge Advisors first reported a position in IES Holdings in Q4 2022 and held it in 10 quarters.
  • NewEdge Advisors's IES Holdings position peaked at $738K in Q4 2024.
  • 321 funds tracked by Wall St. Rank held IES Holdings as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.