SCHEDULE: FMR LLC Discloses 12% Stake in IES Holdings
Beneficial Ownership Disclosure
FMR LLC and Abigail P. Johnson have reported a 12.0% beneficial ownership stake in IES Holdings Inc., totaling 2,387,549.92 common shares as of June 30, 2025.
Summary
- FMR LLC and Abigail P. Johnson reported beneficial ownership of 2,387,549.92 shares of IES Holdings Inc. common stock.
- This ownership represents 12.0% of the total outstanding common stock of IES Holdings Inc.
- The reporting date for this ownership was June 30, 2025.
- FMR LLC holds sole voting power over 2,386,899.00 shares and sole dispositive power over 2,387,549.92 shares.
- Abigail P. Johnson holds sole dispositive power over 2,387,549.92 shares.
- No shared voting or dispositive power was reported by either FMR LLC or Abigail P. Johnson.
- The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of IES Holdings Inc.
Sentiment
Score: 5
Explanation: This is a factual disclosure of beneficial ownership, indicating a significant stake by a major institutional investor. It does not contain positive or negative operational or financial news about the issuer, IES Holdings Inc.
Positives
- Significant institutional ownership by FMR LLC, a major investment management firm, which may signal confidence in IES Holdings Inc.
- The filing explicitly states the shares were acquired and are held in the ordinary course of business, indicating a passive investment rather than an attempt to influence control.
Negatives
- No negative information is disclosed in this beneficial ownership report.
Risks
- No specific risks related to IES Holdings Inc. are detailed in this beneficial ownership filing. The filing explicitly states the shares were not acquired for the purpose of or with the effect of changing or influencing the control of the issuer.
Future Outlook
No forward-looking statements or guidance regarding IES Holdings Inc. are provided. This filing is a disclosure of past beneficial ownership.
Industry Context
This filing is a standard disclosure of beneficial ownership by a large institutional investor. It does not provide specific insights into broader industry trends for IES Holdings Inc. or its competitors, beyond indicating a significant investment by a major financial entity.
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| Internal Governance Structure | The Johnson family, including Abigail P. Johnson, are the predominant owners (49% voting power) of Series B voting common shares of FMR LLC and have a shareholders' voting agreement, which may deem them a controlling group with respect to FMR LLC under the Investment Company Act of 1940. | This relates to the internal governance of the reporting entity, FMR LLC, and not to changes in the corporate governance of IES Holdings Inc. |
Stakeholder Impact
- Shareholders of IES Holdings Inc. may view the significant stake by FMR LLC as a positive signal of institutional confidence.
Key Dates
| Date | Description |
|---|---|
| 05/23/2023 | Effective date of Power of Attorney for Richard Bourgelas. |
| 08/08/2023 | Date of previous Schedule 13G filing by FMR LLC (accession number -23-002397) where Power of Attorney was incorporated by reference. |
| 06/30/2025 | Date of event requiring filing of this statement (reporting period end date). |
| 08/05/2025 | Date of filing of this statement. |
Keywords
IES Holdings Inc., IES, FMR LLC, Abigail P. Johnson, Common Stock, Beneficial Ownership, Schedule 13G, Institutional Investor, Equity Stake, SEC Filing
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