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North Star Investment Management’s Orion Energy Systems OESX Stock Holding History

North Star Investment Management’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 		$4.59M Buy
525,552
+118,100
+29% +$1.55M 0.28% 81
2025
Q4 		$6.27M Buy
407,452
+23,998
+6% +$307K 0.39% 53
2025
Q3 		$3.36M Buy
383,454
+17,599
+5% +$123K 0.22% 102
2025
Q2 		$2.2M Sell
365,855
-5,250
-1% -$35.6K 0.15% 144
2025
Q1 		$2.68M Hold
371,105
– – 0.19% 123
2024
Q4 		$2.97M Sell
371,105
-22,195
-6% -$194K 0.21% 117
2024
Q3 		$3.37M Buy
393,300
+4,730
+1% +$44.9K 0.23% 108
2024
Q2 		$4.31M Buy
388,570
+1,700
+0.4% +$16.6K 0.32% 76
2024
Q1 		$3.37M Buy
386,870
+5,500
+1% +$54.2K 0.24% 106
2023
Q4 		$3.3M Buy
381,370
+95,124
+33% +$937K 0.25% 103
2023
Q3 		$3.61M Buy
286,246
+12,077
+4% +$187K 0.3% 83
2023
Q2 		$4.47M Buy
274,169
+8,680
+3% +$142K 0.36% 67
2023
Q1 		$5.39M Buy
265,489
+3,752
+1% +$71.1K 0.44% 54
2022
Q4 		$4.76M Buy
261,737
+20,928
+9% +$388K 0.42% 55
2022
Q3 		$3.76M Sell
240,809
-132,748
-36% -$2.35M 0.37% 63
2022
Q2 		$7.51M Sell
373,557
-3,700
-1% -$91K 0.68% 30
2022
Q1 		$10.6M Buy
377,257
+18,747
+5% +$602K 0.82% 26
2021
Q4 		$13M Buy
358,510
+16,627
+5% +$643K 0.91% 20
2021
Q3 		$13.3M Buy
341,883
+28,320
+9% +$1.31M 1.08% 14
2021
Q2 		$18M Buy
313,563
+32,239
+11% +$1.96M 1.43% 13
2021
Q1 		$19.6M Sell
281,324
-11,488
-4% -$1.07M 1.85% 7
2020
Q4 		$28.9M Sell
292,812
-16,975
-5% -$1.47M 3.01% 3
2020
Q3 		$23.5M Sell
309,787
-400
-0.1% -$21.8K 2.77% 4
2020
Q2 		$10.7M Sell
310,187
-52,067
-14% -$2.13M 1.4% 11
2020
Q1 		$13.4M Sell
362,254
-42,475
-10% -$1.86M 1.98% 7
2019
Q4 		$13.6M Sell
404,729
-4,330
-1% -$130K 1.41% 9
2019
Q3 		$11.7M Buy
409,059
+18,272
+5% +$522K 1.29% 10
2019
Q2 		$11.6M Buy
390,787
+37,357
+11% +$742K 1.34% 11
2019
Q1 		$3.13M Buy
353,430
+47,455
+16% +$438K 0.37% 74
2018
Q4 		$1.75M Sell
305,975
-4,106
-1% -$34.2K 0.23% 125
2018
Q3 		$2.98M Buy
310,081
+9,100
+3% +$90.8K 0.33% 78
2018
Q2 		$3.31M Buy
300,981
+18,968
+7% +$165K 0.38% 65
2018
Q1 		$2.4M Buy
282,013
+26,040
+10% +$220K 0.29% 96
2017
Q4 		$2.25M Sell
255,973
-32,693
-11% -$301K 0.27% 106
2017
Q3 		$3.23M Buy
288,666
+5,570
+2% +$59.6K 0.41% 66
2017
Q2 		$3.62M Buy
283,096
+18,500
+7% +$274K 0.48% 52
2017
Q1 		$5.24M Buy
264,596
+40,095
+18% +$800K 0.72% 26
2016
Q4 		$4.87M Buy
224,501
+15,150
+7% +$263K 0.73% 25
2016
Q3 		$2.78M Buy
209,351
+884
+0.4% +$11.8K 0.49% 54
2016
Q2 		$2.42M Buy
208,467
+2,700
+1% +$36.3K 0.44% 63
2016
Q1 		$2.86M Buy
205,767
+1,555
+0.8% +$25.5K 0.55% 48
2015
Q4 		$4.43M Buy
204,212
+10,988
+6% +$223K 0.86% 19
2015
Q3 		$3.48M Buy
193,224
+18,800
+11% +$398K 0.71% 24
2015
Q2 		$4.38M Buy
174,424
+34,830
+25% +$1.02M 0.81% 19
2015
Q1 		$4.38M Buy
139,594
+31,089
+29% +$1.28M 0.82% 20
2014
Q4 		$5.97M Buy
108,505
+5,810
+6% +$293K 1.14% 13
2014
Q3 		$5.49M Buy
102,695
+2,300
+2% +$112K 1.1% 13
2014
Q2 		$4.09M Buy
100,395
+19,087
+23% +$936K 0.82% 24
2014
Q1 		$5.89M Buy
81,308
+16,668
+26% +$1.05M 1.23% 13
2013
Q4 		$4.4M Sell
64,640
-857
-1% -$45.4K 0.96% 19
2013
Q3 		$2.46M Sell
65,497
-1,082
-2% -$36.9K 0.66% 44
2013
Q2 		$1.65M Buy
+66,579
New +$1.57M 0.43% 61

Other funds holding OESX

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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
SEI Investments
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

North Star Investment Management's OESX Position: Q1 2026 in Review

North Star Investment Management increased its Orion Energy Systems (OESX) stake by 29% in Q1 2026, buying an estimated $1.55M and bringing the position to 525,552 shares worth $4.59M. The position accounts for 0.28% of the portfolio, ranked #81.

North Star Investment Management first reported a position in OESX in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.9M in Q4 2020. 36 funds tracked by Wall St. Rank hold OESX as of Q1 2026.

  • North Star Investment Management held 525,552 shares of Orion Energy Systems worth $4.59M as of Q1 2026.
  • North Star Investment Management bought 118,100 Orion Energy Systems shares in Q1 2026, an estimated $1.55M.
  • Orion Energy Systems made up 0.28% of North Star Investment Management's portfolio in Q1 2026, its #81 holding.
  • North Star Investment Management first reported a position in Orion Energy Systems in Q2 2013 and has held it in 52 quarters since.
  • North Star Investment Management's Orion Energy Systems position peaked at $28.9M in Q4 2020.
  • 36 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.