IESC IES Holdings, Inc.
Executive Summary
Nine institutional investors accumulated $68.6M in IESC during 2024-Q3, more than doubling combined holdings to $93.0M, while three sellers trimmed negligible positions. The buying is led by Franklin Resources (+$23.4M), Invesco (+$29.8M), and Citadel (+$4.6M), signaling strong conviction in the electrical services contractor despite recent insider selling ($17.4M over 30 days) and bearish analyst consensus.
Key Financial Metrics
Institutional Positions
Net institutional flow: $68.6M
▲ Buyers (9)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Invesco | DOUBLED | +1301.5% | $31.4M | $29.8M |
| Franklin Resources | ADD | +79.3% | $35.4M | $23.4M |
| Citadel | ADD | +59.6% | $8.1M | $4.6M |
| Ameriprise Financial | ADD | +57.3% | $6.4M | $3.6M |
| Marshall Wace | DOUBLED | +280.4% | $3.4M | $2.8M |
▼ Sellers (3)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Nisa Investment Advisors | TRIM | -33.3% | $3.0K | -$113.00 |
| Teacher Retirement System Of T | TRIM | -37.1% | $2.0K | -$175.00 |
| Alps Advisors | TRIM | -33.9% | $468.0K | -$24.9K |
Actionable Insight
Monitor for any Q4 2024 13F filings to see if the buying persisted or reversed; the recent insider selling creates a divergence to track. If the institutional thesis (likely strong earnings or sector tailwinds) proves correct, further upside is possible, but the bearish analyst consensus warrants caution.
Key Facts
- 9 institutional buyers added net $68.6M, current holdings $93.0M
- 3 sellers trimmed by only $25K combined (negligible)
- Franklin Resources was the largest buyer by value, increasing 79.3% to $35.4M
- Invesco more than doubled its position ( +1,301.5% shares) to $31.4M
- Citadel added 59.6% to $8.1M; Marshall Wace more than doubled to $3.4M
- Recent insider activity: 4 sells totaling $17.4M (contra-indicator)
- Analyst consensus: 0% bullish, with 3 Hold, 1 Sell, 2 Strong Sell
Financial Impact
9 institutions accumulated $68.6M in new positions, while 3 sellers trimmed only $25K
Risk Factors
- 13F data is from 2024-Q3, filed ~45 days late — positions may have changed
- Recent insider selling of $17.4M in past 30 days conflicts with institutional buying
- Analyst consensus is heavily bearish (0% bullish, 50% sell/strong sell)
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-IESC-2024-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
3d ago
|
Institutional Cluster
| $731.29 awaiting T+5 | awaiting T+5 | — | — |
|
May 5, 2026
5w ago
|
Insider Cluster
| $661.40 $685.48 | ▲ +3.64% | ▲ +1.66% | — |
|
May 5, 2026
5w ago
|
Insider Cluster
| $661.40 $685.11 | ▲ +3.58% | ▲ +1.60% | — |
|
May 5, 2026
5w ago
|
Insider Cluster
| $685.11 $654.28 | ▼ −4.50% | ▼ −4.41% | — |
|
May 1, 2026
6w ago
|
Press Release
| $655.64 $665.63 | ▲ +1.52% | ▼ −0.82% | — |
US Market Status
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