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IFP Advisors’s Orion Energy Systems OESX Stock Holding History

IFP 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
Q2 		– Sell
-3
Closed -$26 – 5244
2026
Q1 		$26 Hold
3
– – ﹤0.01% 4902
2025
Q4 		$46 Sell
3
-55
-95% -$703 ﹤0.01% 4714
2025
Q3 		$59 Buy
58
+55
+1,833% +$384 ﹤0.01% 4632
2025
Q2 		$18 Hold
3
– – ﹤0.01% 4852
2025
Q1 		$22 Hold
3
– – ﹤0.01% 4153
2024
Q4 		$24 Hold
3
– – ﹤0.01% 4426
2024
Q3 		$25 Hold
3
– – ﹤0.01% 3267
2024
Q2 		$34 Sell
3
-1
-25% -$10 ﹤0.01% 3191
2024
Q1 		$30 Buy
4
+1
+33% +$10 ﹤0.01% 3086
2023
Q4 		$26 Sell
3
-12
-80% -$118 ﹤0.01% 3002
2023
Q3 		$192 Buy
15
+7
+88% +$108 ﹤0.01% 3201
2023
Q2 		$122 Hold
8
– – ﹤0.01% 3341
2023
Q1 		$65 Sell
8
-101
-93% -$1.91K ﹤0.01% 3320
2022
Q4 		$6K Sell
109
-115
-51% -$2.13K ﹤0.01% 3711
2022
Q3 		$10K Hold
224
– – ﹤0.01% 3658
2022
Q2 		$10K Hold
224
– – ﹤0.01% 3414
2022
Q1 		$10K Buy
224
+215
+2,389% +$6.91K ﹤0.01% 3414
2021
Q4 		$2K Buy
+9
New +$348 ﹤0.01% 2822
2021
Q1 		– Sell
-15
Closed -$1.4K – 3157
2020
Q4 		$1K Buy
+15
New +$1.3K ﹤0.01% 2796
2018
Q4 		– Sell
-16
Closed – – 3769
2018
Q3 		$0 Hold
16
– – ﹤0.01% 3956
2018
Q2 		$0 Hold
16
– – ﹤0.01% 4002
2018
Q1 		$0 Hold
16
– – ﹤0.01% 3803
2017
Q4 		$0 Buy
+16
New +$147 ﹤0.01% 4018
2017
Q2 		– Sell
-500
Closed -$10K – 4170
2017
Q1 		$10K Hold
500
– – ﹤0.01% 2924
2016
Q4 		$11K Buy
+500
New +$8.69K ﹤0.01% 2847

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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP Advisors's OESX Position: Q2 2026 in Review

IFP Advisors sold out of Orion Energy Systems (OESX) in Q2 2026, closing a stake of 3 shares — an estimated $26 sold.

IFP Advisors first reported a position in OESX in Q4 2016 and held it in 25 quarters. The position peaked at $11K in Q4 2016. 34 funds tracked by Wall St. Rank hold OESX as of Q2 2026.

  • IFP Advisors reported no remaining Orion Energy Systems position as of Q2 2026 after selling out during the quarter.
  • IFP Advisors sold 3 Orion Energy Systems shares in Q2 2026, an estimated $26.
  • IFP Advisors first reported a position in Orion Energy Systems in Q4 2016 and held it in 25 quarters.
  • IFP Advisors's Orion Energy Systems position peaked at $11K in Q4 2016.
  • 34 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.