Chuck Royce's IESC Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 298,058 shares of IES Holdings, Inc. (IESC) worth $109.49 M, representing 0.88% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in IESC, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 77,566 shares. Largest reduction occurred in Q4 2016, reducing 419,284 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's IES Holdings (IESC) Holding Value Over Time
Track share changes against reported price movement
Quarterly IES Holdings (IESC) Trades by Chuck Royce
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -44,628 | Reduce 13.02% | 298,058 | $238.24 |
| Q4 2025 | -10,170 | Reduce 2.88% | 342,686 | $194.51 |
| Q3 2025 | -11,648 | Reduce 3.20% | 352,856 | $198.82 |
| Q2 2025 | +8,050 | Add 2.26% | 364,504 | $148.12 |
| Q1 2025 | -354 | Reduce 0.10% | 356,454 | $82.56 |
| Q4 2024 | -232,808 | Reduce 39.48% | 356,808 | $100.48 |
| Q3 2024 | +77,566 | Add 15.15% | 589,616 | $99.81 |
| Q2 2024 | -115,094 | Reduce 18.35% | 512,050 | $69.66 |
| Q1 2024 | -123,294 | Reduce 16.43% | 627,144 | $60.82 |
| Q4 2023 | -77,988 | Reduce 9.41% | 750,438 | $39.61 |
| Q3 2023 | -6,200 | Reduce 0.74% | 828,426 | $32.93 |
| Q2 2023 | -95,720 | Reduce 10.29% | 834,626 | $28.44 |
| Q1 2023 | -33,600 | Reduce 3.49% | 930,346 | $21.55 |
| Q4 2022 | -28,852 | Reduce 2.91% | 963,946 | $17.79 |
| Q3 2022 | -60,000 | Reduce 5.70% | 992,798 | $13.81 |
| Q2 2022 | -16,538 | Reduce 1.55% | 1.05 M | $15.08 |
| Q1 2022 | -149,462 | Reduce 12.26% | 1.07 M | $20.10 |
| Q4 2021 | -43,600 | Reduce 3.45% | 1.22 M | $25.32 |
| Q2 2021 | -154,000 | Reduce 10.87% | 1.26 M | $25.68 |
| Q1 2021 | -28,400 | Reduce 1.97% | 1.42 M | $25.20 |
| Q4 2020 | -234,690 | Reduce 13.97% | 1.44 M | $23.02 |
| Q3 2020 | -22,000 | Reduce 1.29% | 1.68 M | $15.89 |
| Q2 2020 | +23,400 | Add 1.39% | 1.7 M | $11.59 |
| Q1 2020 | +6,400 | Add 0.38% | 1.68 M | $8.82 |
| Q4 2019 | -30,000 | Reduce 1.76% | 1.67 M | $12.83 |
| Q1 2019 | -80,000 | Reduce 4.49% | 1.7 M | $8.88 |
| Q4 2018 | -27,800 | Reduce 1.54% | 1.78 M | $7.78 |
| Q3 2018 | -26,400 | Reduce 1.44% | 1.81 M | $9.75 |
| Q3 2017 | -28,000 | Reduce 1.50% | 1.84 M | $8.65 |
| Q1 2017 | -60,000 | Reduce 3.12% | 1.86 M | $9.05 |
| Q4 2016 | -419,284 | Reduce 17.89% | 1.92 M | $9.57 |
| Q3 2016 | -68,000 | Reduce 2.82% | 2.34 M | $8.90 |
| Q2 2016 | +1.21 M | New Buy | 2.41 M | $6.21 |
Chuck Royce's IES Holdings Investment FAQs
Chuck Royce first purchased IES Holdings, Inc. (IESC) in Q2 2016, acquiring 2,411,172 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held IES Holdings, Inc. (IESC) for 41 quarters since Q2 2016.
Chuck Royce's largest addition to IES Holdings, Inc. (IESC) was in Q2 2016, adding 2,411,172 shares worth $14.97 M.
According to the latest 13F filing for Q2 2026, Chuck Royce's firm, Royce & Associates Lp, owns 298,058 shares of IES Holdings, Inc. (IESC), valued at approximately $109.49 M.
As of the Q2 2026 filing, IES Holdings, Inc. (IESC) represents approximately 0.88% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in IES Holdings, Inc. (IESC) was 2,411,172 shares, as reported at the end of Q2 2016.