Summit Partners Public Asset Management
IESC icon

Summit Partners Public Asset Management’s IES Holdings IESC Stock Holding History

Summit Partners Public Asset 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
2025
Q2 		– Sell
-106,000
Closed -$8.75M – 162
2025
Q1 		$8.75M Sell
106,000
-61,602
-37% -$6.42M 0.22% 103
2024
Q4 		$16.8M Sell
167,602
-71,274
-30% -$8.57M 0.32% 86
2024
Q3 		$23.8M Buy
238,876
+148,876
+165% +$12.1M 0.74% 44
2024
Q2 		$6.27M Buy
+90,000
New +$6.33M 0.24% 74

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
AltraVue Capital
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Summit Partners Public Asset Management's IESC Position: Q2 2025 in Review

Summit Partners Public Asset Management sold out of IES Holdings (IESC) in Q2 2025, closing a stake of 106,000 shares — an estimated $8.75M sold.

Summit Partners Public Asset Management first reported a position in IESC in Q2 2024 and held it in 4 quarters. The position peaked at $23.8M in Q3 2024. 275 funds tracked by Wall St. Rank hold IESC as of Q2 2025.

  • Summit Partners Public Asset Management reported no remaining IES Holdings position as of Q2 2025 after selling out during the quarter.
  • Summit Partners Public Asset Management sold 106,000 IES Holdings shares in Q2 2025, an estimated $8.75M.
  • Summit Partners Public Asset Management first reported a position in IES Holdings in Q2 2024 and held it in 4 quarters.
  • Summit Partners Public Asset Management's IES Holdings position peaked at $23.8M in Q3 2024.
  • 275 funds tracked by Wall St. Rank held IES Holdings as of Q2 2025.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.