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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
Q1 		– Sell
-70,000
Closed -$14.1M – 169
2024
Q4 		$14.1M Buy
+70,000
New +$16.8M 0.27% 93

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
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
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
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 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 53,000 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. 273 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 53,000 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.
  • 273 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.