Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ormat Technologies ORA Stock Holding History

Carson Wealth (CWM LLC)’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 		$148K Buy
1,318
+64
+5% +$7.43K ﹤0.01% 2970
2025
Q4 		$139K Buy
1,254
+156
+14% +$17.1K ﹤0.01% 2836
2025
Q3 		$106K Buy
1,098
+160
+17% +$14.4K ﹤0.01% 2943
2025
Q2 		$79K Buy
938
+51
+6% +$3.81K ﹤0.01% 2914
2025
Q1 		$63K Buy
887
+662
+294% +$44.8K ﹤0.01% 2780
2024
Q4 		$15K Sell
225
-93
-29% -$7.18K ﹤0.01% 3632
2024
Q3 		$24K Buy
318
+143
+82% +$10.6K ﹤0.01% 3247
2024
Q2 		$13K Sell
175
-33
-16% -$2.29K ﹤0.01% 3400
2024
Q1 		$14K Buy
208
+153
+278% +$10.2K ﹤0.01% 3141
2023
Q4 		$4K Sell
55
-85
-61% -$5.77K ﹤0.01% 3615
2023
Q3 		$10K Buy
140
+83
+146% +$6.44K ﹤0.01% 3142
2023
Q2 		$5K Sell
57
-17
-23% -$1.44K ﹤0.01% 3457
2023
Q1 		$6K Sell
74
-50
-40% -$4.39K ﹤0.01% 3229
2022
Q4 		$11K Sell
124
-16
-11% -$1.44K ﹤0.01% 2760
2022
Q3 		$12K Buy
140
+35
+33% +$3.12K ﹤0.01% 2581
2022
Q2 		$8K Hold
105
– – ﹤0.01% 2724
2022
Q1 		$9K Buy
105
+53
+102% +$3.88K ﹤0.01% 2553
2021
Q4 		$4K Buy
+52
New +$3.93K ﹤0.01% 2863

Other funds holding ORA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ORA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Ormat Technologies (ORA) stake by 5.1% in Q1 2026, buying an estimated $7.43K and bringing the position to 1,318 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2970.

Carson Wealth (CWM LLC) first reported a position in ORA in Q4 2021 and has held it in 18 quarters since. 414 funds tracked by Wall St. Rank hold ORA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,318 shares of Ormat Technologies worth $148K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 64 Ormat Technologies shares in Q1 2026, an estimated $7.43K.
  • Ormat Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2970 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ormat Technologies in Q4 2021 and has held it in 18 quarters since.
  • 414 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.