Raymond James Financial
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Raymond James Financial’s Orion Energy Systems OESX Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-1,514
Closed -$9.08K – 6172
2025
Q2 		$9.08K Buy
1,514
+8
+0.5% +$54 ﹤0.01% 5957
2025
Q1 		$10.9K Hold
1,506
– – ﹤0.01% 4772
2024
Q4 		$12.1K Buy
+1,506
New +$13.2K ﹤0.01% 4765

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GWI
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TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

Raymond James Financial's OESX Position: Q3 2025 in Review

Raymond James Financial sold out of Orion Energy Systems (OESX) in Q3 2025, closing a stake of 1,514 shares — an estimated $9.08K sold.

Raymond James Financial first reported a position in OESX in Q4 2024 and held it in 3 quarters. The position peaked at $12.1K in Q4 2024. 26 funds tracked by Wall St. Rank hold OESX as of Q3 2025.

  • Raymond James Financial reported no remaining Orion Energy Systems position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 1,514 Orion Energy Systems shares in Q3 2025, an estimated $9.08K.
  • Raymond James Financial first reported a position in Orion Energy Systems in Q4 2024 and held it in 3 quarters.
  • Raymond James Financial's Orion Energy Systems position peaked at $12.1K in Q4 2024.
  • 26 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.