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OEC icon

Nuveen’s Orion OEC Stock Holding History

Nuveen’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 		$886K Buy
136,261
+18,234
+15% +$108K ﹤0.01% 2632
2025
Q4 		$623K Hold
118,027
– – ﹤0.01% 2791
2025
Q3 		$895K Sell
118,027
-8,065
-6% -$81.5K ﹤0.01% 2676
2025
Q2 		$1.32M Sell
126,092
-84,491
-40% -$955K ﹤0.01% 2476
2025
Q1 		$2.72M Sell
210,583
-483,996
-70% -$6.84M ﹤0.01% 2202
2024
Q4 		$11M Buy
694,579
+117,022
+20% +$1.98M ﹤0.01% 1546
2024
Q3 		$10.3M Buy
577,557
+286,579
+98% +$5.52M ﹤0.01% 1583
2024
Q2 		$6.38M Buy
290,978
+134,275
+86% +$3.23M ﹤0.01% 1822
2024
Q1 		$3.69M Sell
156,703
-431,324
-73% -$9.97M ﹤0.01% 2124
2023
Q4 		$16.3M Sell
588,027
-486
-0.1% -$11.2K 0.01% 1286
2023
Q3 		$12.5M Sell
588,513
-295,261
-33% -$6.44M ﹤0.01% 1341
2023
Q2 		$18.8M Sell
883,774
-5,480
-0.6% -$132K 0.01% 1109
2023
Q1 		$23.2M Buy
889,254
+458,276
+106% +$10.4M 0.01% 944
2022
Q4 		$7.67M Buy
430,978
+59,564
+16% +$1M ﹤0.01% 1665
2022
Q3 		$4.96M Sell
371,414
-527,736
-59% -$8.58M ﹤0.01% 1902
2022
Q2 		$14M Buy
899,150
+246,606
+38% +$4.13M 0.01% 1300
2022
Q1 		$10.5M Sell
652,544
-178,966
-22% -$3.08M ﹤0.01% 1608
2021
Q4 		$14.5M Buy
831,510
+95,058
+13% +$1.77M ﹤0.01% 1442
2021
Q3 		$13.2M Buy
736,452
+481,697
+189% +$8.62M ﹤0.01% 1583
2021
Q2 		$4.84M Sell
254,755
-37,574
-13% -$743K ﹤0.01% 2267
2021
Q1 		$5.76M Sell
292,329
-2,776
-0.9% -$50K ﹤0.01% 2103
2020
Q4 		$5.06M Sell
295,105
-84,919
-22% -$1.3M ﹤0.01% 2071
2020
Q3 		$4.75M Sell
380,024
-67,659
-15% -$811K ﹤0.01% 1942
2020
Q2 		$4.74M Buy
447,683
+185,048
+70% +$1.71M ﹤0.01% 1922
2020
Q1 		$1.96M Buy
262,635
+5,670
+2% +$82.1K ﹤0.01% 2205
2019
Q4 		$4.96M Sell
256,965
-51,141
-17% -$924K ﹤0.01% 2005
2019
Q3 		$5.15M Sell
308,106
-38,179
-11% -$625K ﹤0.01% 1932
2019
Q2 		$7.41M Buy
+346,285
New +$6.85M ﹤0.01% 1772
2017
Q1 		– Sell
-227,004
Closed -$4.28M – 1449
2016
Q4 		$4.28M Sell
227,004
-86,206
-28% -$1.64M 0.02% 655
2016
Q3 		$5.87M Buy
313,210
+91,723
+41% +$1.6M 0.03% 502
2016
Q2 		$3.52M Buy
221,487
+85,631
+63% +$1.29M 0.02% 582
2016
Q1 		$1.92K Buy
135,856
+30,972
+30% +$390K 0.01% 761
2015
Q4 		$1.32K Buy
104,884
+43,911
+72% +$578K 0.01% 939
2015
Q3 		$881 Buy
60,973
+8,787
+17% +$151K 0.01% 1147
2015
Q2 		$963 Sell
52,186
-15,712
-23% -$308K 0.01% 1175
2015
Q1 		$1.22M Sell
67,898
-29,443
-30% -$501K 0.01% 1080
2014
Q4 		$1.65M Buy
97,341
+52,684
+118% +$845K 0.01% 940
2014
Q3 		$787K Buy
+44,657
New +$779K ﹤0.01% 1227

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

Nuveen's OEC Position: Q1 2026 in Review

Nuveen increased its Orion (OEC) stake by 15% in Q1 2026, buying an estimated $108K and bringing the position to 136,261 shares worth $886K. The position accounts for ﹤0.01% of the portfolio, ranked #2632.

Nuveen first reported a position in OEC in Q3 2014 and has held it in 38 quarters since. The position peaked at $23.2M in Q1 2023. 180 funds tracked by Wall St. Rank hold OEC as of Q1 2026.

  • Nuveen held 136,261 shares of Orion worth $886K as of Q1 2026.
  • Nuveen bought 18,234 Orion shares in Q1 2026, an estimated $108K.
  • Orion made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #2632 holding.
  • Nuveen first reported a position in Orion in Q3 2014 and has held it in 38 quarters since.
  • Nuveen's Orion position peaked at $23.2M in Q1 2023.
  • 180 funds tracked by Wall St. Rank held Orion as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.