Citigroup’s Orion Energy Systems OESX Stock Holding History

Citigroup’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
2026 Q2	–	Sell	-1	Closed	-$9	–	6101
2026 Q1	$9	Hold	1	–	–	﹤0.01%	5746
2025 Q4	$15	Hold	1	–	–	﹤0.01%	5787
2025 Q3	$9	Buy	+1	New	+$7	﹤0.01%	5950
2021 Q2	–	Sell	-179	Closed	-$12K	–	6318
2021 Q1	$12K	Sell	179 -901	-83%	-$84.1K	﹤0.01%	5542
2020 Q4	$107K	Sell	1,080 -11,236	-91%	-$971K	﹤0.01%	5484
2020 Q3	$932K	Buy	12,316 +11,875	+2,693%	+$646K	﹤0.01%	3335
2020 Q2	$15K	Buy	441 +431	+4,310%	+$17.6K	﹤0.01%	6820
2020 Q1	$0	Buy	+10	New	+$438	﹤0.01%	7726
2016 Q2	–	Sell	-10	Closed	–	–	7313
2016 Q1	$0	Buy	10 +4	+67%	+$66	﹤0.01%	7668
2015 Q4	$0	Buy	+6	New	+$122	﹤0.01%	7779
2015 Q1	–	Sell	-17	Closed	-$1K	–	7354
2014 Q4	$1K	Buy	+17	New	+$857	﹤0.01%	6978
2014 Q2	–	Sell	-32	Closed	-$2K	–	7255
2014 Q1	$2K	Buy	32 +13	+68%	+$817	﹤0.01%	6788
2013 Q4	$1K	Buy	+19	New	+$1.01K	﹤0.01%	6869

Other funds holding OESX

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citigroup's OESX Position: Q2 2026 in Review

Citigroup sold out of Orion Energy Systems (OESX) in Q2 2026, closing a stake of 1 share — an estimated $9 sold.

Citigroup first reported a position in OESX in Q4 2013 and held it in 13 quarters. The position peaked at $932K in Q3 2020. 34 funds tracked by Wall St. Rank hold OESX as of Q2 2026.

Citigroup reported no remaining Orion Energy Systems position as of Q2 2026 after selling out during the quarter.
Citigroup sold 1 Orion Energy Systems share in Q2 2026, an estimated $9.
Citigroup first reported a position in Orion Energy Systems in Q4 2013 and held it in 13 quarters.
Citigroup's Orion Energy Systems position peaked at $932K in Q3 2020.
34 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.