Rockefeller Capital Management
IESC icon

Rockefeller Capital Management’s IES Holdings IESC Stock Holding History

Rockefeller 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 		$284K Buy
772
+96
+14% +$31K ﹤0.01% 2413
2026
Q1 		$161K Sell
676
-88
-12% -$20.2K ﹤0.01% 2620
2025
Q4 		$149K Buy
764
+212
+38% +$42.6K ﹤0.01% 2517
2025
Q3 		$110K Buy
+552
New +$95K ﹤0.01% 2545

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 $3.38T AUM 44.17% 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

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

Rockefeller Capital Management increased its IES Holdings (IESC) stake by 14% in Q2 2026, buying an estimated $31K and bringing the position to 772 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

Rockefeller Capital Management first reported a position in IESC in Q3 2025 and has held it in 4 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • Rockefeller Capital Management held 772 shares of IES Holdings worth $284K as of Q2 2026.
  • Rockefeller Capital Management bought 96 IES Holdings shares in Q2 2026, an estimated $31K.
  • IES Holdings made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2413 holding.
  • Rockefeller Capital Management first reported a position in IES Holdings in Q3 2025 and has held it in 4 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

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