Advisors Asset Management’s Ormat Technologies ORA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.08M Buy
9,644
+211
+2% +$24.5K 0.02% 781
2025
Q4
$1.04M Buy
9,433
+523
+6% +$57.2K 0.02% 780
2025
Q3
$858K Buy
8,910
+43
+0.5% +$3.88K 0.01% 833
2025
Q2
$743K Sell
8,867
-920
-9% -$68.8K 0.01% 863
2025
Q1
$693K Sell
9,787
-812
-8% -$55K 0.01% 858
2024
Q4
$718K Sell
10,599
-628
-6% -$48.5K 0.01% 832
2024
Q3
$864K Buy
11,227
+1,070
+11% +$79.3K 0.02% 773
2024
Q2
$728K Sell
10,157
-145
-1% -$10.1K 0.01% 800
2024
Q1
$682K Sell
10,302
-392
-4% -$26.2K 0.01% 831
2023
Q4
$810K Buy
10,694
+1,150
+12% +$78.1K 0.02% 770
2023
Q3
$667K Sell
9,544
-813
-8% -$63K 0.01% 825
2023
Q2
$833K Sell
10,357
-3,261
-24% -$276K 0.02% 802
2023
Q1
$1.15M Buy
13,618
+209
+2% +$18.3K 0.02% 712
2022
Q4
$1.16M Buy
13,409
+1,336
+11% +$120K 0.02% 691
2022
Q3
$1.04M Buy
12,073
+1,154
+11% +$103K 0.02% 706
2022
Q2
$856K Buy
10,919
+3,001
+38% +$237K 0.02% 797
2022
Q1
$648K Buy
7,918
+4,704
+146% +$344K 0.01% 937
2021
Q4
$255K Buy
+3,214
New +$243K ﹤0.01% 1177
2021
Q2
Sell
-2,117
Closed -$166K 1473
2021
Q1
$166K Sell
2,117
-75
-3% -$7.42K ﹤0.01% 1248
2020
Q4
$198K Sell
2,192
-4
-0.2% -$303 ﹤0.01% 1223
2020
Q3
$130K Sell
2,196
-17
-0.8% -$1.02K ﹤0.01% 1268
2020
Q2
$141K Buy
2,213
+867
+64% +$56.7K ﹤0.01% 1245
2020
Q1
$91K Buy
+1,346
New +$102K ﹤0.01% 1234
2018
Q3
Sell
-2,959
Closed -$157K 1604
2018
Q2
$157K Sell
2,959
-2,462
-45% -$134K ﹤0.01% 1290
2018
Q1
$339K Sell
5,421
-203
-4% -$12.6K 0.01% 1135
2017
Q4
$360K Sell
5,624
-317
-5% -$20.1K 0.01% 1137
2017
Q3
$363K Sell
5,941
-217
-4% -$12.5K 0.01% 1141
2017
Q2
$361K Sell
6,158
-304
-5% -$17.8K 0.01% 1171
2017
Q1
$369K Sell
6,462
-386
-6% -$21.4K 0.01% 1178
2016
Q4
$367K Buy
6,848
+1,427
+26% +$69.3K 0.01% 1236
2016
Q3
$262K Buy
5,421
+4,662
+614% +$220K ﹤0.01% 1289
2016
Q2
$33K Buy
+759
New +$32.5K ﹤0.01% 1752

Other funds holding ORA

Advisors Asset Management's ORA Position: Q1 2026 in Review

Advisors Asset Management increased its Ormat Technologies (ORA) stake by 2.2% in Q1 2026, buying an estimated $24.5K and bringing the position to 9,644 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #781.

Advisors Asset Management first reported a position in ORA in Q2 2016 and has held it in 32 quarters since. The position peaked at $1.16M in Q4 2022. 413 funds tracked by Wall St. Rank hold ORA as of Q1 2026.

  • Advisors Asset Management held 9,644 shares of Ormat Technologies worth $1.08M as of Q1 2026.
  • Advisors Asset Management bought 211 Ormat Technologies shares in Q1 2026, an estimated $24.5K.
  • Ormat Technologies made up 0.02% of Advisors Asset Management's portfolio in Q1 2026, its #781 holding.
  • Advisors Asset Management first reported a position in Ormat Technologies in Q2 2016 and has held it in 32 quarters since.
  • Advisors Asset Management's Ormat Technologies position peaked at $1.16M in Q4 2022.
  • 413 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.