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Wedbush Securities’s Orion Energy Systems OESX Stock Holding History

Wedbush Securities’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
2024
Q4 		– Sell
-1,000
Closed -$9K – 1180
2024
Q3 		$9K Sell
1,000
-500
-33% -$4.74K ﹤0.01% 1096
2024
Q2 		$17K Sell
1,500
-500
-25% -$4.89K ﹤0.01% 1192
2024
Q1 		$17K Sell
2,000
-100
-5% -$986 ﹤0.01% 1226
2023
Q4 		$18K Sell
2,100
-150
-7% -$1.48K ﹤0.01% 1077
2023
Q3 		$28K Sell
2,250
-450
-17% -$6.95K ﹤0.01% 1042
2023
Q2 		$44K Sell
2,700
-294
-10% -$4.8K ﹤0.01% 1039
2023
Q1 		$61K Sell
2,994
-56
-2% -$1.06K ﹤0.01% 1040
2022
Q4 		$56K Sell
3,050
-100
-3% -$1.86K ﹤0.01% 1019
2022
Q3 		$49K Hold
3,150
– – ﹤0.01% 1008
2022
Q2 		$63K Sell
3,150
-1,782
-36% -$43.8K ﹤0.01% 1022
2022
Q1 		$138K Buy
4,932
+852
+21% +$27.4K 0.01% 1031
2021
Q4 		$148K Sell
4,080
-459
-10% -$17.7K 0.01% 1095
2021
Q3 		$177K Buy
4,539
+1,061
+31% +$49K 0.01% 1082
2021
Q2 		$199K Buy
+3,478
New +$211K 0.01% 1068

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
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
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 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

Wedbush Securities's OESX Position: Q4 2024 in Review

Wedbush Securities sold out of Orion Energy Systems (OESX) in Q4 2024, closing a stake of 1,000 shares — an estimated $9K sold.

Wedbush Securities first reported a position in OESX in Q2 2021 and held it in 14 quarters. The position peaked at $199K in Q2 2021. 41 funds tracked by Wall St. Rank hold OESX as of Q4 2024.

  • Wedbush Securities reported no remaining Orion Energy Systems position as of Q4 2024 after selling out during the quarter.
  • Wedbush Securities sold 1,000 Orion Energy Systems shares in Q4 2024, an estimated $9K.
  • Wedbush Securities first reported a position in Orion Energy Systems in Q2 2021 and held it in 14 quarters.
  • Wedbush Securities's Orion Energy Systems position peaked at $199K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Orion Energy Systems as of Q4 2024.

Based on Wedbush Securities's 13F filing for Q4 2024, filed 13 Feb 2025.