Peterson Wealth Services

Position in IESC — IES Holdings, Inc.

CIK 1906799 SOUTH OGDEN, UT

Position in IESC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,725,588

-$759,313 QoQ

Shares Held

7,420

+1.4% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#147

of 410 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Peterson Wealth Services holds $42,560,400 across 5 Engineering & Construction names. IESC ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIX	Comfort Systems USA Inc	16,094	$31,897,503
2	EME	EMCOR Group, Inc.	4,824	$4,003,341
3	STRL	Sterling Infrastructure, Inc.	4,674	$3,923,168
4	IESC	IES Holdings, Inc. This page	7,420	$2,725,588
5	PWR	Quanta Services, Inc.	15	$10,800

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,725,588	3,710	+1.4%	Shares	Sole	2026-07-27
2026-03-31	$3,484,901	3,657	+11.1%	Shares	Sole	2026-04-30
2025-12-31	$2,562,085	3,293	+9878.8%	Shares	Sole	2026-02-12
2025-09-30	$26,244	33	-99.1%	Shares	Sole	2025-11-04
2025-06-30	$2,190,917	3,698	+4.0%	Shares	Sole	2025-07-31
2025-03-31	$1,173,932	3,555	-56.2%	Shares	Sole	2025-05-05
2024-12-31	$3,259,571	8,110	+1.2%	Shares	Sole	2025-01-29
2024-09-30	$3,197,912	8,010	+7.5%	Shares	Sole	2024-11-07
2024-06-30	$2,075,738	7,449	+7.4%	Shares	Sole	2024-07-30
2024-03-31	$1,687,633	6,937	+151.8%	Shares	Sole	2024-05-01
2023-12-31	$436,502	2,755	—	Shares	Sole	2024-01-31
No filing history on record for this holder in this stock.