Nisa Investment Advisors
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Nisa Investment Advisors’s Orion OEC Stock Holding History

Nisa Investment Advisors’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.15K Buy
330
+101
+44% +$598 ﹤0.01% 2606
2025
Q4 		$1.22K Sell
229
-425
-65% -$2.31K ﹤0.01% 2690
2025
Q3 		$5.01K Sell
654
-1,748
-73% -$17.7K ﹤0.01% 2440
2025
Q2 		$25.2K Sell
2,402
-664
-22% -$7.51K ﹤0.01% 1831
2025
Q1 		$39.7K Sell
3,066
-100
-3% -$1.41K ﹤0.01% 1652
2024
Q4 		$50.1K Buy
3,166
+198
+7% +$3.35K ﹤0.01% 1683
2024
Q3 		$52.9K Buy
2,968
+77
+3% +$1.48K ﹤0.01% 1632
2024
Q2 		$63.5K Buy
2,891
+40
+1% +$963 ﹤0.01% 1595
2024
Q1 		$67.1K Buy
2,851
+50
+2% +$1.16K ﹤0.01% 1581
2023
Q4 		$77.7K Hold
2,801
– – ﹤0.01% 1510
2023
Q3 		$59.6K Hold
2,801
– – ﹤0.01% 1670
2023
Q2 		$59.4K Hold
2,801
– – ﹤0.01% 1693
2023
Q1 		$73K Sell
2,801
-600
-18% -$13.6K ﹤0.01% 1600
2022
Q4 		$61K Hold
3,401
– – ﹤0.01% 1713
2022
Q3 		$54K Buy
3,401
+51
+2% +$829 ﹤0.01% 1717
2022
Q2 		$52K Hold
3,350
– – ﹤0.01% 1722
2022
Q1 		$53K Hold
3,350
– – ﹤0.01% 1825
2021
Q4 		$57K Hold
3,350
– – ﹤0.01% 1694
2021
Q3 		$61 Hold
3,350
– – ﹤0.01% 1887
2021
Q2 		$64 Hold
3,350
– – ﹤0.01% 1871
2021
Q1 		$66 Hold
3,350
– – ﹤0.01% 1923
2020
Q4 		$57K Buy
3,350
+400
+14% +$6.1K ﹤0.01% 1961
2020
Q3 		$37K Buy
+2,950
New +$35.3K ﹤0.01% 1912
2020
Q1 		– Sell
-3,000
Closed -$58K – 2115
2019
Q4 		$58K Hold
3,000
– – ﹤0.01% 1511
2019
Q3 		$50K Buy
+3,000
New +$49.1K ﹤0.01% 1533

Other funds holding OEC

Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nisa Investment Advisors's OEC Position: Q1 2026 in Review

Nisa Investment Advisors increased its Orion (OEC) stake by 44% in Q1 2026, buying an estimated $598 and bringing the position to 330 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2606.

Nisa Investment Advisors first reported a position in OEC in Q3 2019 and has held it in 25 quarters since. The position peaked at $77.7K in Q4 2023. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Nisa Investment Advisors held 330 shares of Orion worth $2.15K as of Q1 2026.
  • Nisa Investment Advisors bought 101 Orion shares in Q1 2026, an estimated $598.
  • Orion made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2606 holding.
  • Nisa Investment Advisors first reported a position in Orion in Q3 2019 and has held it in 25 quarters since.
  • Nisa Investment Advisors's Orion position peaked at $77.7K in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.