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Smith Anglin Financial’s Orion Energy Systems OESX Stock Holding History

Smith Anglin 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
Q2 		$9K Hold
1,500
– – ﹤0.01% 206
2025
Q1 		$10.8K Hold
1,500
– – ﹤0.01% 211
2024
Q4 		$12K Hold
1,500
– – ﹤0.01% 212
2024
Q3 		$12.9K Hold
1,500
– – ﹤0.01% 206
2024
Q2 		$16.6K Hold
1,500
– – ﹤0.01% 196
2024
Q1 		$13.1K Hold
1,500
– – ﹤0.01% 200
2023
Q4 		$13K Hold
1,500
– – ﹤0.01% 184
2023
Q3 		$18.9K Buy
1,500
+300
+25% +$4.63K ﹤0.01% 175
2023
Q2 		$19.6K Hold
1,200
– – ﹤0.01% 169
2023
Q1 		$24.4K Hold
1,200
– – ﹤0.01% 166
2022
Q4 		$21.8K Buy
+1,200
New +$22.3K ﹤0.01% 153

Other funds holding OESX

NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 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 $348M AUM 45.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return

Smith Anglin Financial's OESX Position: Q2 2025 in Review

Smith Anglin Financial held its Orion Energy Systems (OESX) position steady in Q2 2025 at 1,500 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

Smith Anglin Financial first reported a position in OESX in Q4 2022 and has held it in 11 quarters since. The position peaked at $24.4K in Q1 2023. 37 funds tracked by Wall St. Rank hold OESX as of Q2 2025.

  • Smith Anglin Financial held 1,500 shares of Orion Energy Systems worth $9K as of Q2 2025.
  • Smith Anglin Financial left its Orion Energy Systems share count unchanged in Q2 2025.
  • Orion Energy Systems made up ﹤0.01% of Smith Anglin Financial's portfolio in Q2 2025, its #206 holding.
  • Smith Anglin Financial first reported a position in Orion Energy Systems in Q4 2022 and has held it in 11 quarters since.
  • Smith Anglin Financial's Orion Energy Systems position peaked at $24.4K in Q1 2023.
  • 37 funds tracked by Wall St. Rank held Orion Energy Systems as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.