Position in IEX
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$8,078,621
+$129,152 QoQ
Shares Held
42,620
-4.6% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IEX Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026DUFF & PHELPS INVESTMENT MANAGEMENT CO holds $96,838,198 across 7 Specialty Industrial Machinery names. IEX ranks #6 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XYL |
Xylem Inc.
|
304,391 | $36,374,724 | |
| 2 | PNR |
PENTAIR plc
|
219,687 | $19,136,934 | |
| 3 | MWA |
Mueller Water Products, Inc.
|
492,139 | $13,528,901 | |
| 4 | WTS |
Watts Water Technologies Inc
|
37,353 | $10,843,202 | |
| 5 | FELE |
Franklin Electric Co Inc
|
89,972 | $8,292,719 | |
| 6 | IEX |
Idex Corp /De/
This page
|
42,620 | $8,078,621 | |
| 7 | GEV |
GE Vernova Inc.
|
668 | $583,097 |
All Filings in IEX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,078,621 | 42,620 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,949,469 | 44,675 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,428,529 | 45,641 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,348,400 | 53,246 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,580,209 | 30,835 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,248,734 | 44,191 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,721,998 | 45,324 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $17,427,944 | 86,620 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $24,381,502 | 99,916 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,982,752 | 64,404 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $12,626,814 | 60,700 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,066,282 | 60,700 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $18,644,121 | 80,700 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $23,791,986 | 104,200 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $23,822,120 | 119,200 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||