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Beacon Pointe Advisors’s Orion Energy Systems OESX Stock Holding History

Beacon Pointe Advisors’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
Q3 		– Sell
-3,159
Closed -$19.3K – 1482
2025
Q2 		$19.3K Hold
3,159
– – ﹤0.01% 1244
2025
Q1 		$22.8K Buy
3,159
+568
+22% +$4.59K ﹤0.01% 1206
2024
Q4 		$20.7K Buy
2,591
+591
+30% +$5.18K ﹤0.01% 1195
2024
Q3 		$17.1K Hold
2,000
– – ﹤0.01% 1216
2024
Q2 		$22.2K Sell
2,000
-591
-23% -$5.78K ﹤0.01% 1255
2024
Q1 		$22.5K Hold
2,591
– – ﹤0.01% 1342
2023
Q4 		$22.5K Buy
2,591
+1,591
+159% +$15.7K ﹤0.01% 1307
2023
Q3 		$12.6K Hold
1,000
– – ﹤0.01% 1326
2023
Q2 		$16.3K Hold
1,000
– – ﹤0.01% 1075
2023
Q1 		$20.3K Hold
1,000
– – ﹤0.01% 1129
2022
Q4 		$18.2K Buy
+1,000
New +$18.6K ﹤0.01% 1055

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
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

Beacon Pointe Advisors's OESX Position: Q3 2025 in Review

Beacon Pointe Advisors sold out of Orion Energy Systems (OESX) in Q3 2025, closing a stake of 3,159 shares — an estimated $19.3K sold.

Beacon Pointe Advisors first reported a position in OESX in Q4 2022 and held it in 11 quarters. The position peaked at $22.8K in Q1 2025. 26 funds tracked by Wall St. Rank hold OESX as of Q3 2025.

  • Beacon Pointe Advisors reported no remaining Orion Energy Systems position as of Q3 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 3,159 Orion Energy Systems shares in Q3 2025, an estimated $19.3K.
  • Beacon Pointe Advisors first reported a position in Orion Energy Systems in Q4 2022 and held it in 11 quarters.
  • Beacon Pointe Advisors's Orion Energy Systems position peaked at $22.8K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2025.

Based on Beacon Pointe Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.