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UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in IESC — IES Holdings, Inc.

CIK 1463217 IRVING, TX

Position in IESC

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$1,533,970
+$659,172 QoQ
Shares Held
2,088
+13.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#190
of 410 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in IESC Over Time

Shares Held

Position Value (USD)

Position in Engineering & Construction

Industrials · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $34,098,611 across 11 Engineering & Construction names. IESC ranks #4 (4.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 IESC
IES Holdings, Inc.
This page
2,088 $1,533,970

All Filings in IESC

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,533,970 1,044
2026-03-31 $874,798 918