BOURGEON CAPITAL MANAGEMENT LLC

Position in IESC — IES Holdings, Inc.

CIK 1088731 Darien, CT

Position in IESC

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,149,008

+$403,809 QoQ

Shares Held

1,564

0.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#22

of 80 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

BOURGEON CAPITAL MANAGEMENT LLC holds $19,692,877 across 3 Engineering & Construction names. IESC ranks #3 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRIM	Primoris Services Corp	110,490	$10,951,768
2	PWR	Quanta Services, Inc.	10,544	$7,592,101
3	IESC	IES Holdings, Inc. This page	1,564	$1,149,008

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,149,008	1,564	0.0%	Shares	Sole	2026-07-22
2026-03-31	$745,199	1,564	-25.7%	Shares	Sole	2026-04-13
2025-12-31	$818,498	2,104	-19.5%	Shares	Sole	2026-01-15
2025-09-30	$1,039,059	2,613	-26.8%	Shares	Sole	2025-10-21
2025-06-30	$1,056,948	3,568	0.0%	Shares	Sole	2025-07-18
2025-03-31	$589,112	3,568	0.0%	Shares	Sole	2025-04-09
2024-12-31	$717,025	3,568	-27.5%	Shares	Sole	2025-01-17
2024-09-30	$981,731	4,918	0.0%	Shares	Sole	2024-10-16
2024-06-30	$685,224	4,918	0.0%	Shares	Sole	2024-07-11
2024-03-31	$598,225	4,918	-9.2%	Shares	Sole	2024-04-19
2023-12-31	$429,213	5,418	-24.9%	Shares	Sole	2024-01-30
2023-09-30	$475,449	7,218	0.0%	Shares	Sole	2023-11-01
2023-06-30	$410,559	7,218	0.0%	Shares	Sole	2023-07-20
2023-03-31	$311,023	7,218	0.0%	Shares	Sole	2023-04-17
2022-12-31	$256,744	7,218	0.0%	Shares	Sole	2023-01-20
2022-09-30	$199,361	7,218	0.0%	Shares	Sole	2022-10-27
2022-06-30	$217,767	7,218	0.0%	Shares	Sole	2022-07-27
2022-03-31	$290,163	7,218	0.0%	Shares	Sole	2022-05-03
2021-12-31	$365,519	7,218	0.0%	Shares	Sole	2022-01-31
2021-09-30	$329,790	7,218	0.0%	Shares	Sole	2021-11-09
2021-06-30	$370,716	7,218	0.0%	Shares	Sole	2021-07-19
2021-03-31	$363,859	7,218	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.