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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cape Investment Advisory's ORA Position: Q1 2026 in Review

Cape Investment Advisory sold out of Ormat Technologies (ORA) in Q1 2026, closing a stake of 120 shares — an estimated $13.3K sold.

Cape Investment Advisory first reported a position in ORA in Q1 2023 and held it in 12 quarters. The position peaked at $13.3K in Q4 2025. 413 funds tracked by Wall St. Rank hold ORA as of Q1 2026.

  • Cape Investment Advisory reported no remaining Ormat Technologies position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 120 Ormat Technologies shares in Q1 2026, an estimated $13.3K.
  • Cape Investment Advisory first reported a position in Ormat Technologies in Q1 2023 and held it in 12 quarters.
  • Cape Investment Advisory's Ormat Technologies position peaked at $13.3K in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.