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Acuitas Investments’s Orion Energy Systems OESX Stock Holding History

Acuitas Investments’s Portfolio OESX Stock Details OESX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-36,224
Closed -$261K – 72
2025
Q1 		$261K Sell
36,224
-65,474
-64% -$529K 0.22% 55
2024
Q4 		$814K Sell
101,698
-12,315
-11% -$108K 0.67% 44
2024
Q3 		$977K Hold
114,013
– – 0.44% 78
2024
Q2 		$1.27M Hold
114,013
– – 0.68% 56
2024
Q1 		$992K Hold
114,013
– – 0.5% 69
2023
Q4 		$988K Hold
114,013
– – 0.52% 73
2023
Q3 		$1.44M Hold
114,013
– – 0.84% 48
2023
Q2 		$1.86M Hold
114,013
– – 1.08% 37
2023
Q1 		$2.31M Sell
114,013
-9,826
-8% -$186K 2.39% 19
2022
Q4 		$2.25M Buy
123,839
+16,400
+15% +$304K 2.27% 23
2022
Q3 		$1.68M Sell
107,439
-8,431
-7% -$149K 1.74% 28
2022
Q2 		$2.33M Buy
115,870
+21,976
+23% +$541K 2.25% 20
2022
Q1 		$2.63M Buy
93,894
+20,644
+28% +$663K 2.47% 24
2021
Q4 		$2.65M Buy
+73,250
New +$2.83M 1.13% 45

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return

Acuitas Investments's OESX Position: Q2 2025 in Review

Acuitas Investments sold out of Orion Energy Systems (OESX) in Q2 2025, closing a stake of 36,224 shares — an estimated $261K sold.

Acuitas Investments first reported a position in OESX in Q4 2021 and held it in 14 quarters. The position peaked at $2.65M in Q4 2021. 37 funds tracked by Wall St. Rank hold OESX as of Q2 2025.

  • Acuitas Investments reported no remaining Orion Energy Systems position as of Q2 2025 after selling out during the quarter.
  • Acuitas Investments sold 36,224 Orion Energy Systems shares in Q2 2025, an estimated $261K.
  • Acuitas Investments first reported a position in Orion Energy Systems in Q4 2021 and held it in 14 quarters.
  • Acuitas Investments's Orion Energy Systems position peaked at $2.65M in Q4 2021.
  • 37 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2025.

Based on Acuitas Investments's 13F filing for Q2 2025, filed 31 Jul 2025.