OESX β€” ORION ENERGY SYSTEMS INC COM

Ownership history in BARCLAYS PLC  Β·  19 quarters on record

This page tracks every 13F SEC filing in which BARCLAYS PLC reported a position in ORION ENERGY SYSTEMS INC COM (OESX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

BARCLAYS PLC Γ— OESX AI Analytics

Timing score: 59% (10/17 decisions correct). Average cost basis: $53.59. Maximum drawdown during holding period: –91.1%.

⏱️ Timing Score
59%

βœ… Decent timing β€” more right than wrong on entries and exits.
10 of 17 add/trim decisions correct

πŸ’° Entry Quality
$53.59
-83.7% vs current ($8.76)

Best entry: $12.80 (2017 Q2)  Β·  Worst: $69.60 (2021 Q1)

πŸ›‘οΈ Drawdown Resilience
–91.1%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

9 adds Β· 9 trims. Bought during 3 of 11 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    OESX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 13 -3,397 -99.6% 0.00% $114 $8.76
2021 Q3 REDUCED 3,410 -2,854 -45.6% 0.00% $13K $38.90
2021 Q2 REDUCED 6,264 -16,341 -72.3% 0.00% $36K $57.30
2021 Q1 ADDED 22,605 +13,877 +159.0% 0.00% $157K $69.60
2020 Q4 REDUCED 8,728 -3,617 -29.3% 0.00% $87K $98.70
2020 Q3 REDUCED 12,345 -6,279 -33.7% 0.00% $93K $75.70
2020 Q2 ADDED 18,624 +15,887 +580.5% 0.00% $64K $34.60
2017 Q2 ADDED 2,737 +337 +14.0% 0.00% $4K $12.80
2016 Q1 REDUCED 2,400 -351 -12.8% 0.00% $2K $13.90
2014 Q4 ADDED 2,751 +2,376 +633.6% 0.00% $14K $55.00
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding OESX

As of 2025 Q4 β€” sorted by position size

Tieton Capital Management, LLC 3Y 7Y 1.35% GRACE & WHITE INC /NY 3Y 7Y 0.61% North Star Investment Management Corp. 3Y 7Y 0.39% Firsthand Capital Management, Inc. 3Y 7Y 0.04% RENAISSANCE TECHNOLOGIES LLC 3Y 7Y 0.0% IAG Wealth Partners, LLC 3Y 0.0% Quadrature Capital Ltd 3Y 7Y 0.0% US BANCORP \DE\ 3Y 7Y 0.0% SEI INVESTMENTS CO 3Y 7Y 0.0% NewEdge Advisors, LLC 3Y 7Y 0.0%
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