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Register Financial Advisors’s Orion Energy Systems OESX Stock Holding History

Register Financial 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
2025
Q3 		– Sell
-1,500
Closed -$9K – 348
2025
Q2 		$9K Hold
1,500
– – ﹤0.01% 304
2025
Q1 		$10.8K Hold
1,500
– – 0.01% 273
2024
Q4 		$12K Hold
1,500
– – 0.01% 263
2024
Q3 		$12.9K Hold
1,500
– – 0.01% 258
2024
Q2 		$16.6K Hold
1,500
– – 0.01% 471
2024
Q1 		$13.1K Hold
1,500
– – 0.01% 505
2023
Q4 		$13K Sell
1,500
-3,219
-68% -$31.7K 0.01% 247
2023
Q3 		$59.5K Sell
4,719
-400
-8% -$6.18K 0.04% 246
2023
Q2 		$83.4K Sell
5,119
-700
-12% -$11.4K 0.06% 219
2023
Q1 		$118K Buy
5,819
+489
+9% +$9.26K 0.09% 176
2022
Q4 		$97K Buy
+5,330
New +$98.9K 0.06% 251

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
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

Register Financial Advisors's OESX Position: Q3 2025 in Review

Register Financial Advisors sold out of Orion Energy Systems (OESX) in Q3 2025, closing a stake of 1,500 shares — an estimated $9K sold.

Register Financial Advisors first reported a position in OESX in Q4 2022 and held it in 11 quarters. The position peaked at $118K in Q1 2023. 26 funds tracked by Wall St. Rank hold OESX as of Q3 2025.

  • Register Financial Advisors reported no remaining Orion Energy Systems position as of Q3 2025 after selling out during the quarter.
  • Register Financial Advisors sold 1,500 Orion Energy Systems shares in Q3 2025, an estimated $9K.
  • Register Financial Advisors first reported a position in Orion Energy Systems in Q4 2022 and held it in 11 quarters.
  • Register Financial Advisors's Orion Energy Systems position peaked at $118K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2025.

Based on Register Financial Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.