Cape Investment Advisory’s Ormat Technologies ORA Stock Holding History

Cape Investment Advisory’s Portfolio ORA Stock Details ORA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$11K	Hold	121	–	–	﹤0.01%	848
2026 Q2	$13.1K	Buy	+121	New	+$15K	﹤0.01%	797
2026 Q1	–	Sell	-120	Closed	-$13.3K	–	884
2025 Q4	$13.3K	Buy	120 +78	+186%	+$8.53K	﹤0.01%	694
2025 Q3	$4.04K	Hold	42	–	–	﹤0.01%	557
2025 Q2	$3.52K	Hold	42	–	–	﹤0.01%	828
2025 Q1	$2.97K	Hold	42	–	–	﹤0.01%	840
2024 Q4	$2.84K	Hold	42	–	–	﹤0.01%	837
2024 Q3	$3.23K	Hold	42	–	–	﹤0.01%	774
2024 Q2	$3.01K	Hold	42	–	–	﹤0.01%	748
2024 Q1	$2.78K	Hold	42	–	–	﹤0.01%	733
2023 Q4	$3.18K	Hold	42	–	–	﹤0.01%	852
2023 Q3	$2.94K	Hold	42	–	–	﹤0.01%	753
2023 Q2	$3.38K	Hold	42	–	–	﹤0.01%	717
2023 Q1	$3.56K	Buy	+42	New	+$3.68K	﹤0.01%	736

Other funds holding ORA

Dudley & Shanley Palm Beach, Florida $629M AUM 7.61% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Harrington Investments Napa, California $209M AUM 29.65% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cape Investment Advisory's ORA Position: Q3 2026 in Review

Cape Investment Advisory held its Ormat Technologies (ORA) position steady in Q3 2026 at 121 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Cape Investment Advisory first reported a position in ORA in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.3K in Q4 2025. 20 funds tracked by Wall St. Rank hold ORA as of Q3 2026.

Cape Investment Advisory held 121 shares of Ormat Technologies worth $11K as of Q3 2026.
Cape Investment Advisory left its Ormat Technologies share count unchanged in Q3 2026.
Ormat Technologies made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #848 holding.
Cape Investment Advisory first reported a position in Ormat Technologies in Q1 2023 and has held it in 14 quarters since.
Cape Investment Advisory's Ormat Technologies position peaked at $13.3K in Q4 2025.
20 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.