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EverSource Wealth Advisors’s Orion Energy Systems OESX Stock Holding History

EverSource Wealth 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
2026
Q1 		– Sell
-10
Closed -$154 – 4474
2025
Q4 		$154 Hold
10
– – ﹤0.01% 4058
2025
Q3 		$88 Hold
10
– – ﹤0.01% 4211
2025
Q2 		$61 Hold
10
– – ﹤0.01% 4177
2025
Q1 		$72 Hold
10
– – ﹤0.01% 3865
2024
Q4 		$80 Hold
10
– – ﹤0.01% 3583
2024
Q3 		$86 Hold
10
– – ﹤0.01% 2986
2024
Q2 		$108 Hold
10
– – ﹤0.01% 2994
2024
Q1 		$86 Hold
10
– – ﹤0.01% 2829
2023
Q4 		$87 Hold
10
– – ﹤0.01% 2598
2023
Q3 		$126 Hold
10
– – ﹤0.01% 2453
2023
Q2 		$163 Hold
10
– – ﹤0.01% 2428
2023
Q1 		$203 Hold
10
– – ﹤0.01% 2307
2022
Q4 		$182 Buy
+10
New +$186 ﹤0.01% 2259

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

EverSource Wealth Advisors's OESX Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Orion Energy Systems (OESX) in Q1 2026, closing a stake of 10 shares — an estimated $154 sold.

EverSource Wealth Advisors first reported a position in OESX in Q4 2022 and held it in 13 quarters. The position peaked at $203 in Q1 2023. 36 funds tracked by Wall St. Rank hold OESX as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Orion Energy Systems position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 10 Orion Energy Systems shares in Q1 2026, an estimated $154.
  • EverSource Wealth Advisors first reported a position in Orion Energy Systems in Q4 2022 and held it in 13 quarters.
  • EverSource Wealth Advisors's Orion Energy Systems position peaked at $203 in Q1 2023.
  • 36 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.