Simplex Trading
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Simplex Trading’s Orion Energy Systems OESX Stock Holding History

Simplex Trading’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
Q2 		– Sell
-56
Closed -$380 – 9424
2025
Q1 		$0 Buy
56
+26
+87% +$210 ﹤0.01% 9306
2024
Q4 		$0 Buy
+30
New +$263 ﹤0.01% 9306
2024
Q2 		– Sell
-28
Closed -$274 – 9522
2024
Q1 		$0 Buy
+28
New +$276 ﹤0.01% 9566
2023
Q4 		– Sell
-59
Closed – – 9512
2023
Q3 		$0 Sell
59
-2
-3% -$31 ﹤0.01% 9485
2023
Q2 		$0 Buy
+61
New +$996 ﹤0.01% 9638
2022
Q4 		– Sell
-909
Closed -$16.9K – 10051
2022
Q3 		$14K Sell
909
-1,508
-62% -$26.7K ﹤0.01% 7916
2022
Q2 		$48K Buy
2,417
+1,398
+137% +$34.4K ﹤0.01% 6551
2022
Q1 		$28K Buy
1,019
+655
+180% +$21K ﹤0.01% 7855
2021
Q4 		$13K Buy
+364
New +$14.1K ﹤0.01% 8811
2021
Q2 		– Sell
-183
Closed -$11.1K – 10501
2021
Q1 		$12K Sell
183
-175
-49% -$16.3K ﹤0.01% 7802
2020
Q4 		$35K Sell
358
-2,180
-86% -$188K ﹤0.01% 6535
2020
Q3 		$192K Buy
2,538
+2,468
+3,526% +$134K ﹤0.01% 4167
2020
Q2 		$2K Sell
70
-205
-75% -$8.39K ﹤0.01% 7261
2020
Q1 		$10K Sell
275
-1,750
-86% -$76.6K ﹤0.01% 6476
2019
Q4 		$67K Sell
2,025
-14
-0.7% -$420 ﹤0.01% 4922
2019
Q3 		$58K Buy
+2,039
New +$58.3K ﹤0.01% 4877
2017
Q3 		– Hold
0
– – – 6401
2017
Q2 		– Sell
-477
Closed -$7.07K – 6583
2017
Q1 		$9K Buy
+477
New +$9.52K ﹤0.01% 4070
2016
Q2 		– Sell
-13
Closed – – 6268
2016
Q1 		$0 Sell
13
-127
-91% -$2.08K ﹤0.01% 6039
2015
Q4 		$3K Buy
140
+30
+27% +$610 ﹤0.01% 4267
2015
Q3 		$1K Sell
110
-284
-72% -$6.01K ﹤0.01% 5090
2015
Q2 		$9K Buy
394
+374
+1,870% +$11K ﹤0.01% 3162
2015
Q1 		$0 Buy
+20
New +$821 ﹤0.01% 5405

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 $132M AUM 29.91% 1-Year Est. Return

Simplex Trading's OESX Position: Q2 2025 in Review

Simplex Trading sold out of Orion Energy Systems (OESX) in Q2 2025, closing a stake of 56 shares — an estimated $380 sold.

Simplex Trading first reported a position in OESX in Q1 2015 and held it in 22 quarters. The position peaked at $192K in Q3 2020. 37 funds tracked by Wall St. Rank hold OESX as of Q2 2025.

  • Simplex Trading reported no remaining Orion Energy Systems position as of Q2 2025 after selling out during the quarter.
  • Simplex Trading sold 56 Orion Energy Systems shares in Q2 2025, an estimated $380.
  • Simplex Trading first reported a position in Orion Energy Systems in Q1 2015 and held it in 22 quarters.
  • Simplex Trading's Orion Energy Systems position peaked at $192K in Q3 2020.
  • 37 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.