Position in IESC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,269,237
+$1,134,652 QoQ
Shares Held
4,450
-0.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#132
of 412 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $10,861,995 across 15 Engineering & Construction names. IESC ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PWR |
Quanta Services, Inc.
|
6,128 | $4,412,405 | |
| 2 | IESC |
IES Holdings, Inc.
This page
|
4,450 | $3,269,237 | |
| 3 | FIX |
Comfort Systems USA Inc
|
1,300 | $2,576,535 | |
| 4 | 749 | $265,542 | |||
| 5 | J |
Jacobs Solutions Inc.
|
1,503 | $189,378 | |
| 6 | DY |
Dycom Industries Inc
|
75 | $37,919 | |
| 7 | STRL |
Sterling Infrastructure, Inc.
|
34 | $28,538 | |
| 8 | EME |
EMCOR Group, Inc.
|
31 | $25,726 |
All Filings in IESC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,269,237 | 2,225 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,134,585 | 2,240 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,890,418 | 3,715 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $2,954,539 | 3,715 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,200,988 | 3,715 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||