LPL Financial
OESX icon

LPL Financial’s Orion Energy Systems OESX Stock Holding History

LPL Financial’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
-1,257
Closed -$7.54K – 5931
2025
Q2 		$7.54K Hold
1,257
– – ﹤0.01% 5531
2025
Q1 		$9.06K Hold
1,257
– – ﹤0.01% 5320
2024
Q4 		$10.1K Hold
1,257
– – ﹤0.01% 5253
2024
Q3 		$10.8K Hold
1,257
– – ﹤0.01% 5122
2024
Q2 		$13.9K Sell
1,257
-150
-11% -$1.47K ﹤0.01% 4954
2024
Q1 		$12.2K Hold
1,407
– – ﹤0.01% 4875
2023
Q4 		$12.2K Buy
1,407
+366
+35% +$3.6K ﹤0.01% 4757
2023
Q3 		$13.1K Sell
1,041
-564
-35% -$8.71K ﹤0.01% 4635
2023
Q2 		$26.2K Hold
1,605
– – ﹤0.01% 4492
2023
Q1 		$32.6K Buy
1,605
+195
+14% +$3.69K ﹤0.01% 4368
2022
Q4 		$25.7K Hold
1,410
– – ﹤0.01% 4343
2022
Q3 		$22K Buy
1,410
+158
+13% +$2.8K ﹤0.01% 4319
2022
Q2 		$25K Buy
1,252
+189
+18% +$4.65K ﹤0.01% 4319
2022
Q1 		$30K Buy
+1,063
New +$34.2K ﹤0.01% 4099
2014
Q1 		– Sell
-1,000
Closed -$68K – 2705
2013
Q4 		$68K Buy
+1,000
New +$53K ﹤0.01% 2582

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

LPL Financial's OESX Position: Q3 2025 in Review

LPL Financial sold out of Orion Energy Systems (OESX) in Q3 2025, closing a stake of 1,257 shares — an estimated $7.54K sold.

LPL Financial first reported a position in OESX in Q4 2013 and held it in 15 quarters. The position peaked at $68K in Q4 2013. 26 funds tracked by Wall St. Rank hold OESX as of Q3 2025.

  • LPL Financial reported no remaining Orion Energy Systems position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 1,257 Orion Energy Systems shares in Q3 2025, an estimated $7.54K.
  • LPL Financial first reported a position in Orion Energy Systems in Q4 2013 and held it in 15 quarters.
  • LPL Financial's Orion Energy Systems position peaked at $68K in Q4 2013.
  • 26 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.