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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
Q2 		– Sell
-24,140
Closed -$230K – 4326
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 $1.84B 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

NewEdge Advisors's OESX Position: Q2 2026 in Review

NewEdge Advisors sold out of Orion Energy Systems (OESX) in Q2 2026, closing a stake of 24,140 shares — an estimated $230K sold.

NewEdge Advisors first reported a position in OESX in Q4 2020 and held it in 12 quarters. The position peaked at $232K in Q4 2025. 34 funds tracked by Wall St. Rank hold OESX as of Q2 2026.

  • NewEdge Advisors reported no remaining Orion Energy Systems position as of Q2 2026 after selling out during the quarter.
  • NewEdge Advisors sold 24,140 Orion Energy Systems shares in Q2 2026, an estimated $230K.
  • NewEdge Advisors first reported a position in Orion Energy Systems in Q4 2020 and held it in 12 quarters.
  • NewEdge Advisors's Orion Energy Systems position peaked at $232K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.