NewEdge Advisors’s Orion Energy Systems OESX Stock Holding History

NewEdge 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	$211K	Buy	24,140 +9,058	+60%	+$119K	﹤0.01%	2570
2025 Q4	$232K	Buy	+15,082	New	+$193K	﹤0.01%	2490
2023 Q4	–	Sell	-100	Closed	-$1.26K	–	3840
2023 Q3	$1.26K	Hold	100	–	–	﹤0.01%	3138
2023 Q2	$1.63K	Buy	100 +30	+43%	+$490	﹤0.01%	3152
2023 Q1	$1.43K	Sell	70 -2,555	-97%	-$48.4K	﹤0.01%	3099
2022 Q4	$46.5K	Sell	2,625 -23	-0.9%	-$427	﹤0.01%	1751
2022 Q3	$41K	Sell	2,648 -10	-0.4%	-$177	﹤0.01%	1494
2022 Q2	$53K	Sell	2,658 -10	-0.4%	-$246	﹤0.01%	1503
2022 Q1	$75K	Sell	2,668 -53	-2%	-$1.7K	﹤0.01%	1097
2021 Q4	$98K	Buy	+2,721	New	+$105K	﹤0.01%	1588
2021 Q2	–	Sell	-1,004	Closed	-$70K	–	1178
2021 Q1	$70K	Sell	1,004 -10	-1%	-$933	﹤0.01%	1005
2020 Q4	$100K	Buy	+1,014	New	+$87.6K	﹤0.01%	925

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 New York $63.9B AUM 45.56% 1-Year Est. Return

MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

NewEdge Advisors's OESX Position: Q1 2026 in Review

NewEdge Advisors increased its Orion Energy Systems (OESX) stake by 60% in Q1 2026, buying an estimated $119K and bringing the position to 24,140 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #2570.

NewEdge Advisors first reported a position in OESX in Q4 2020 and has held it in 12 quarters since. The position peaked at $232K in Q4 2025. 36 funds tracked by Wall St. Rank hold OESX as of Q1 2026.

NewEdge Advisors held 24,140 shares of Orion Energy Systems worth $211K as of Q1 2026.
NewEdge Advisors bought 9,058 Orion Energy Systems shares in Q1 2026, an estimated $119K.
Orion Energy Systems made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2570 holding.
NewEdge Advisors first reported a position in Orion Energy Systems in Q4 2020 and has held it in 12 quarters since.
NewEdge Advisors's Orion Energy Systems position peaked at $232K in Q4 2025.
36 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.