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
Q1 		$161K Sell
338
-44
-12% -$20.2K ﹤0.01% 2620
2025
Q4 		$149K Buy
382
+106
+38% +$42.6K ﹤0.01% 2517
2025
Q3 		$110K Buy
+276
New +$95K ﹤0.01% 2545

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

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

Rockefeller Capital Management reduced its IES Holdings (IESC) stake by 12% in Q1 2026, selling an estimated $20.2K and leaving 338 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #2620.

Rockefeller Capital Management first reported a position in IESC in Q3 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Rockefeller Capital Management held 338 shares of IES Holdings worth $161K as of Q1 2026.
  • Rockefeller Capital Management sold 44 IES Holdings shares in Q1 2026, an estimated $20.2K.
  • IES Holdings made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2620 holding.
  • Rockefeller Capital Management first reported a position in IES Holdings in Q3 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.