Corient Private Wealth LLC

Position in IESC — IES Holdings, Inc.

CIK 1948780 MIAMI, FL

Position in IESC

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$2,203,980

+$502,983 QoQ

Shares Held

3,000

-16.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#160

of 410 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Industrials · as of Jun 30, 2026

Corient Private Wealth LLC holds $277,281,651 across 22 Engineering & Construction names. IESC ranks #13 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PWR	Quanta Services, Inc.	221,637	$159,587,505
2	TTEK	Tetra Tech Inc	1,556,394	$44,964,222
3	EME	EMCOR Group, Inc.	15,719	$13,044,883
4	FIX	Comfort Systems USA Inc	5,146	$10,199,114
5	DY	Dycom Industries Inc	16,894	$8,541,437
6	MTZ	Mastec Inc	14,691	$6,112,337
7	APG	APi Group Corp	126,332	$5,350,160
8	J	Jacobs Solutions Inc.	41,467	$5,224,842

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,203,980	1,500	-16.0%	Shares	Sole	2026-08-17
2026-03-31	$1,700,997	1,785	-0.5%	Shares	Sole	2026-05-15
2025-12-31	$1,395,803	1,794	-43.5%	Shares	Sole	2026-03-09
2025-09-30	$2,524,282	3,174	+5.3%	Shares	Sole	2025-11-14
2025-03-31	$995,613	3,015	-6.1%	Shares	Sole	2025-05-14
2024-12-31	$1,290,565	3,211	-61.6%	Shares	Sole	2025-02-10
2024-09-30	$3,340,041	8,366	+80.6%	Shares	Sole	2024-11-12
2024-06-30	$1,290,753	4,632	+0.0%	Shares	Sole	2024-08-13
2024-03-31	$1,126,629	4,631	-9.7%	Shares	Sole	2024-05-09
2023-12-31	$812,955	5,131	0.0%	Shares	Sole	2024-02-09
2023-09-30	$675,957	5,131	0.0%	Shares	Sole	2023-11-03
2023-06-30	$583,702	5,131	-67.6%	Shares	Sole	2023-08-10
2023-03-31	$1,365,091	15,840	+10.7%	Shares	Sole	2023-05-15
2022-12-31	$1,018,084	14,311	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.