Position in IESC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$22,771
-$51,554 QoQ
Shares Held
62
-60.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#354
of 410 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IESC Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $7,463,408 across 35 Engineering & Construction names. IESC ranks #23 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
1,503 | $2,978,865 | |
| 2 | EME |
EMCOR Group, Inc.
|
1,545 | $1,282,158 | |
| 3 | PWR |
Quanta Services, Inc.
|
1,133 | $815,800 | |
| 4 | MTZ |
Mastec Inc
|
1,180 | $490,948 | |
| 5 | GVA |
Granite Construction Inc
|
1,801 | $284,699 | |
| 6 | AGX |
Argan Inc
|
245 | $195,641 | |
| 7 | MYRG |
Myr Group Inc.
|
361 | $180,643 | |
| 8 | ECG |
Everus Construction Group, Inc.
|
899 | $149,184 |
All Filings in IESC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,771 | 31 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $74,325 | 78 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $54,461 | 70 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $47,715 | 60 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $36,729 | 62 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,859 | 45 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $221,454 | 551 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $180,454 | 452 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $27,586 | 99 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,892 | 16 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,535 | 16 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,107 | 16 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,526 | 31 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,671 | 31 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,205 | 31 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,712 | 31 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||