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Wexford Capital’s IES Holdings IESC Stock Holding History

Wexford Capital’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 		$238K Sell
500
-500
-50% -$229K 0.03% 134
2025
Q4 		$389K Sell
1,000
-290
-22% -$117K 0.08% 115
2025
Q3 		$513K Sell
1,290
-110
-8% -$37.9K 0.07% 103
2025
Q2 		$415K Hold
1,400
– – 0.12% 118
2025
Q1 		$231K Sell
1,400
-900
-39% -$188K 0.06% 179
2024
Q4 		$462K Buy
2,300
+150
+7% +$36.1K 0.07% 107
2024
Q3 		$429K Sell
2,150
-100
-4% -$16.2K 0.1% 105
2024
Q2 		$313K Sell
2,250
-100
-4% -$14.1K 0.08% 148
2024
Q1 		$286K Sell
2,350
-450
-16% -$43.1K 0.06% 179
2023
Q4 		$222K Sell
2,800
-2,500
-47% -$174K 0.05% 149
2023
Q3 		$349K Sell
5,300
-600
-10% -$39.1K 0.08% 141
2023
Q2 		$336K Sell
5,900
-700
-11% -$33.5K 0.07% 139
2023
Q1 		$284K Sell
6,600
-1,000
-13% -$41K 0.06% 136
2022
Q4 		$270K Sell
7,600
-600
-7% -$19.5K 0.06% 101
2022
Q3 		$226K Hold
8,200
– – 0.07% 122
2022
Q2 		$247 Buy
8,200
+2,000
+32% +$64.3K 0.01% 149
2022
Q1 		$249 Hold
6,200
– – 0.01% 128
2021
Q4 		$314 Buy
+6,200
New +$311K 0.01% 158
2021
Q2 		$285K Sell
5,550
-615
-10% -$31.9K 0.04% 146
2021
Q1 		$311K Buy
6,165
+615
+11% +$29.6K 0.05% 161
2020
Q4 		$256K Hold
5,550
– – 0.04% 147
2020
Q3 		$176K Buy
+5,550
New +$152K 0.05% 113

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

Wexford Capital's IESC Position: Q1 2026 in Review

Wexford Capital reduced its IES Holdings (IESC) stake by 50% in Q1 2026, selling an estimated $229K and leaving 500 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #134.

Wexford Capital first reported a position in IESC in Q3 2020 and has held it in 22 quarters since. The position peaked at $513K in Q3 2025. 348 funds tracked by Wall St. Rank hold IESC as of Q1 2026.

  • Wexford Capital held 500 shares of IES Holdings worth $238K as of Q1 2026.
  • Wexford Capital sold 500 IES Holdings shares in Q1 2026, an estimated $229K.
  • IES Holdings made up 0.03% of Wexford Capital's portfolio in Q1 2026, its #134 holding.
  • Wexford Capital first reported a position in IES Holdings in Q3 2020 and has held it in 22 quarters since.
  • Wexford Capital's IES Holdings position peaked at $513K in Q3 2025.
  • 348 funds tracked by Wall St. Rank held IES Holdings as of Q1 2026.

Based on Wexford Capital's 13F filing for Q1 2026, filed 15 May 2026.