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United Capital Management of KS’s IES Holdings IESC Stock Holding History

United Capital Management of KS’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 		$25.7M Sell
35,002
-9,484
-21% -$6.12M 3.37% 5
2026
Q1 		$21.2M Sell
44,486
-787
-2% -$361K 3.21% 6
2025
Q4 		$17.6M Sell
45,273
-1,231
-3% -$495K 2.47% 10
2025
Q3 		$18.5M Buy
46,504
+630
+1% +$217K 2.52% 9
2025
Q2 		$13.6M Buy
+45,874
New +$10.8M 2.13% 13

Other funds holding IESC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.21B AUM 82.36% 1-Year Est. Return
PIP
Palisades Investment Partners Santa Monica, California $352M AUM 76.79% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

United Capital Management of KS's IESC Position: Q2 2026 in Review

United Capital Management of KS reduced its IES Holdings (IESC) stake by 21% in Q2 2026, selling an estimated $6.12M and leaving 35,002 shares worth $25.7M. The position accounts for 3.37% of the portfolio, ranked #5.

United Capital Management of KS first reported a position in IESC in Q2 2025 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • United Capital Management of KS held 35,002 shares of IES Holdings worth $25.7M as of Q2 2026.
  • United Capital Management of KS sold 9,484 IES Holdings shares in Q2 2026, an estimated $6.12M.
  • IES Holdings made up 3.37% of United Capital Management of KS's portfolio in Q2 2026, its #5 holding.
  • United Capital Management of KS first reported a position in IES Holdings in Q2 2025 and has held it in 5 quarters since.
  • 167 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.