Jeffrey L. Gendell

Holdings History for IES Holdings, Inc. - Common stock, par value of $.01 per share (IESC)

Symbol: IESC on Nasdaq
Investment type: Equity / Common stock, par value of $.01 per share
Latest Disclosed Shares Owned: 10,595,320 shares
Security Ownership %: 53%

Shares, Excluding Options vs Price

Value, Excluding Options

Jeffrey L. Gendell ownership in IES Holdings, Inc. Common stock, par value of $.01 per share (IESC)

09 Jan 2026 - Jeffrey L. Gendell has filed an SCHEDULE 13D/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 10,595,320 shares of IES Holdings, Inc. Common stock, par value of $.01 per share (IESC). This represents 53% ownership of the company. In their previous filing dated 17 Sep 2025, Jeffrey L. Gendell had reported owning 10,769,717 shares, indicating a decrease of +1.6%. .

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
Jeffrey L. Gendell	53%	-1.9%	$4,121,792,446	10,595,320	-174,397	-1.6%	$389.02	13D/A	07 Jan 2026	09 Jan 2026, 17:00
Jeffrey L. Gendell	54%		$3,832,296,097	10,769,717			$355.84	13D/A	15 Sep 2025	17 Sep 2025, 17:00

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	70%	-1.2%	$4,025,737,292	10,348,407	-182,094	-1.7%	$389.02	Q4 2025
30 Sep 2025	77%	-1.1%	$4,187,453,723	10,530,501	-145,837	-1.4%	$397.65	Q3 2025
30 Jun 2025	84%	-0.33%	$3,162,651,606	10,676,338	-41,630	-0.39%	$296.23	Q2 2025
31 Mar 2025	76%	0%	$1,769,643,696	10,717,968	0		$165.11	Q1 2025
31 Dec 2024	67%	-0.11%	$2,153,882,849	10,717,968	-17,184	-0.16%	$200.96	Q4 2024
30 Sep 2024	67%	-1.6%	$2,142,951,042	10,735,152	-250,000	-2.3%	$199.62	Q3 2024
30 Jun 2024	54%	-1.2%	$1,530,561,228	10,985,152	-225,000	-2%	$139.33	Q2 2024
31 Mar 2024	53%	-0.5%	$1,363,602,890	11,210,152	-107,298	-0.95%	$121.64	Q1 2024
31 Dec 2023	49%	-0.4%	$896,568,389	11,317,450	-92,702	-0.81%	$79.22	Q4 2023
30 Sep 2023	43%	0%	$751,586,712	11,410,152	0		$65.87	Q3 2023
30 Jun 2023	50%	0%	$649,009,446	11,410,152	0		$56.88	Q2 2023
31 Mar 2023	46%	0%	$491,663,450	11,410,152	0		$43.09	Q1 2023
31 Dec 2022	36%	0%	$405,859,106	11,410,152	0		$35.57	Q4 2022
30 Sep 2022	41%	0%	$315,148,000	11,410,152	0		$27.62	Q3 2022
30 Jun 2022	40%	0%	$344,244,000	11,410,152	0		$30.17	Q2 2022
31 Mar 2022	33%	0%	$458,687,000	11,410,152	0		$40.20	Q1 2022
31 Dec 2021	47%	-0.04%	$577,810,000	11,410,152	-9,330	-0.08%	$50.64	Q4 2021
30 Sep 2021	45%	-0.01%	$521,756,000	11,419,482	-1,557	-0.01%	$45.69	Q3 2021
30 Jun 2021	52%	-0.11%	$586,585,000	11,421,039	-25,000	-0.22%	$51.36	Q2 2021
31 Mar 2021	62%	-0.07%	$576,995,000	11,446,039	-12,500	-0.11%	$50.41	Q1 2021
31 Dec 2020	71%	0%	$527,551,000	11,458,539	0		$46.04	Q4 2020
30 Sep 2020	77%	0%	$364,038,000	11,458,539	0		$31.77	Q3 2020
30 Jun 2020	68%	-2.9%	$265,494,000	11,458,539	-492,103	-4.1%	$23.17	Q2 2020
31 Mar 2020	65%	-0.75%	$210,929,000	11,950,642	-137,652	-1.1%	$17.65	Q1 2020
31 Dec 2019	46%	0%	$310,186,000	12,088,294	0		$25.66	Q4 2019
30 Sep 2019	41%	0%	$248,898,000	12,088,294	0		$20.59	Q3 2019
30 Jun 2019	35%	-0.04%	$227,865,000	12,088,294	-12,038	-0.1%	$18.85	Q2 2019
31 Mar 2019	33%	-0.6%	$215,023,000	12,100,332	-218,732	-1.8%	$17.77	Q1 2019
31 Dec 2018	38%	0%	$191,561,000	12,319,064	0		$15.55	Q4 2018
30 Sep 2018	25%	0%	$240,222,000	12,319,064	0		$19.50	Q3 2018
30 Jun 2018	24%	0%	$206,345,000	12,319,064	0		$16.75	Q2 2018
31 Mar 2018	23%	-0.07%	$186,634,000	12,319,064	-36,081	-0.29%	$15.15	Q1 2018
31 Dec 2017	17%	0%	$213,126,000	12,355,145	0		$17.25	Q4 2017
30 Sep 2017	20%	0%	$213,744,000	12,355,145	0		$17.30	Q3 2017
30 Jun 2017	19%	0%	$224,246,000	12,355,145	0		$18.15	Q2 2017
31 Mar 2017	24%	0%	$223,629,000	12,355,145	0		$18.10	Q1 2017
31 Dec 2016	29%	-2.2%	$236,601,000	12,355,145	-966,039	-7.3%	$19.15	Q4 2016
30 Sep 2016	38%	-0.12%	$236,984,000	13,321,184	-40,913	-0.31%	$17.79	Q3 2016
30 Jun 2016	36%	+36%	$165,957,000	13,362,097	+13,362,097	NEW	$12.42	Q2 2016

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.