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Tortoise Investment Management’s IES Holdings IESC Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-10
Closed -$1.99K – 786
2025
Q3 		$1.99K Buy
10
+6
+150% +$1.03K ﹤0.01% 872
2025
Q2 		$592 Buy
+4
New +$471 ﹤0.01% 1067

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 $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Investment Management's IESC Position: Q4 2025 in Review

Tortoise Investment Management sold out of IES Holdings (IESC) in Q4 2025, closing a stake of 10 shares — an estimated $1.99K sold.

Tortoise Investment Management first reported a position in IESC in Q2 2025 and held it in 2 quarters. The position peaked at $1.99K in Q3 2025. 344 funds tracked by Wall St. Rank hold IESC as of Q4 2025.

  • Tortoise Investment Management reported no remaining IES Holdings position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 10 IES Holdings shares in Q4 2025, an estimated $1.99K.
  • Tortoise Investment Management first reported a position in IES Holdings in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's IES Holdings position peaked at $1.99K in Q3 2025.
  • 344 funds tracked by Wall St. Rank held IES Holdings as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.