Creative Planning’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 | $1.86M | Buy |
16,596
+1,058
| +7% | +$123K | ﹤0.01% | 1955 |
|
|
2025
Q4 | $1.72M | Buy |
15,538
+675
| +5% | +$73.8K | ﹤0.01% | 1842 |
|
|
2025
Q3 | $1.43M | Buy |
14,863
+1,337
| +10% | +$121K | ﹤0.01% | 1803 |
|
|
2025
Q2 | $1.13M | Buy |
13,526
+159
| +1% | +$11.9K | ﹤0.01% | 1749 |
|
|
2025
Q1 | $946K | Buy |
13,367
+845
| +7% | +$57.2K | ﹤0.01% | 1760 |
|
|
2024
Q4 | $848K | Buy |
12,522
+875
| +8% | +$67.6K | ﹤0.01% | 1771 |
|
|
2024
Q3 | $896K | Sell |
11,647
-521
| -4% | -$38.6K | ﹤0.01% | 1602 |
|
|
2024
Q2 | $872K | Buy |
12,168
+996
| +9% | +$69.2K | ﹤0.01% | 1512 |
|
|
2024
Q1 | $740K | Buy |
11,172
+1,055
| +10% | +$70.4K | ﹤0.01% | 1562 |
|
|
2023
Q4 | $767K | Buy |
10,117
+1,178
| +13% | +$80K | ﹤0.01% | 1405 |
|
|
2023
Q3 | $625K | Buy |
8,939
+917
| +11% | +$71.1K | ﹤0.01% | 1420 |
|
|
2023
Q2 | $645K | Sell |
8,022
-378
| -5% | -$32K | ﹤0.01% | 1397 |
|
|
2023
Q1 | $712K | Buy |
8,400
+1,117
| +15% | +$98K | ﹤0.01% | 1268 |
|
|
2022
Q4 | $630K | Buy |
7,283
+624
| +9% | +$56K | ﹤0.01% | 1299 |
|
|
2022
Q3 | $574K | Buy |
6,659
+1,230
| +23% | +$109K | ﹤0.01% | 1250 |
|
|
2022
Q2 | $425K | Buy |
5,429
+111
| +2% | +$8.75K | ﹤0.01% | 1402 |
|
|
2022
Q1 | $435K | Hold |
5,318
| – | – | ﹤0.01% | 1402 |
|
|
2021
Q4 | $422K | Buy |
5,318
+190
| +4% | +$14.3K | ﹤0.01% | 1406 |
|
|
2021
Q3 | $342K | Sell |
5,128
-402
| -7% | -$27.7K | ﹤0.01% | 1515 |
|
|
2021
Q2 | $385K | Buy |
5,530
+585
| +12% | +$41.6K | ﹤0.01% | 1419 |
|
|
2021
Q1 | $388K | Sell |
4,945
-521
| -10% | -$51.6K | ﹤0.01% | 1607 |
|
|
2020
Q4 | $493K | Buy |
5,466
+521
| +11% | +$39.5K | ﹤0.01% | 1319 |
|
|
2020
Q3 | $292K | Sell |
4,945
-317
| -6% | -$19.1K | ﹤0.01% | 1428 |
|
|
2020
Q2 | $334K | Sell |
5,262
-152
| -3% | -$9.95K | ﹤0.01% | 1244 |
|
|
2020
Q1 | $366K | Buy |
5,414
+4
| +0.1% | +$302 | ﹤0.01% | 1095 |
|
|
2019
Q4 | $403K | Buy |
5,410
+1
| +0% | +$76 | ﹤0.01% | 1230 |
|
|
2019
Q3 | $402K | Buy |
5,409
+85
| +2% | +$5.86K | ﹤0.01% | 1197 |
|
|
2019
Q2 | $337K | Buy |
5,324
+135
| +3% | +$8.04K | ﹤0.01% | 1298 |
|
|
2019
Q1 | $286K | Buy |
5,189
+27
| +0.5% | +$1.5K | ﹤0.01% | 1352 |
|
|
2018
Q4 | $270K | Hold |
5,162
| – | – | ﹤0.01% | 1298 |
|
|
2018
Q3 | $279K | Sell |
5,162
-544
| -10% | -$28.8K | ﹤0.01% | 1450 |
|
|
2018
Q2 | $304K | Sell |
5,706
-6
| -0.1% | -$328 | ﹤0.01% | 1369 |
|
|
2018
Q1 | $322K | Sell |
5,712
-265
| -4% | -$16.5K | ﹤0.01% | 1309 |
|
|
2017
Q4 | $382K | Buy |
5,977
+64
| +1% | +$4.06K | ﹤0.01% | 1229 |
|
|
2017
Q3 | $361K | Buy |
5,913
+3,814
| +182% | +$220K | ﹤0.01% | 1223 |
|
|
2017
Q2 | $123K | Buy |
2,099
+225
| +12% | +$13.2K | ﹤0.01% | 1834 |
|
|
2017
Q1 | $107K | Buy |
1,874
+572
| +44% | +$31.7K | ﹤0.01% | 1907 |
|
|
2016
Q4 | $70K | Sell |
1,302
-111
| -8% | -$5.39K | ﹤0.01% | 2119 |
|
|
2016
Q3 | $68K | Hold |
1,413
| – | – | ﹤0.01% | 2128 |
|
|
2016
Q2 | $62K | Buy |
1,413
+302
| +27% | +$12.9K | ﹤0.01% | 1989 |
|
|
2016
Q1 | $46K | Buy |
1,111
+111
| +11% | +$4.12K | ﹤0.01% | 2165 |
|
|
2015
Q4 | $36K | Buy |
1,000
+900
| +900% | +$32.8K | ﹤0.01% | 2393 |
|
|
2015
Q3 | $3K | Buy |
+100
| New | +$3.7K | ﹤0.01% | 3836 |
|
|
2015
Q2 | – | Sell |
-1,040
| Closed | -$40K | – | 2407 |
|
|
2015
Q1 | $40K | Hold |
1,040
| – | – | ﹤0.01% | 2182 |
|
|
2014
Q4 | $28K | Hold |
1,040
| – | – | ﹤0.01% | 2406 |
|
|
2014
Q3 | $27K | Hold |
1,040
| – | – | ﹤0.01% | 2325 |
|
|
2014
Q2 | $30K | Hold |
1,040
| – | – | ﹤0.01% | 2228 |
|
|
2014
Q1 | $31K | Hold |
1,040
| – | – | ﹤0.01% | 2119 |
|
|
2013
Q4 | $28K | Buy |
1,040
+940
| +940% | +$24.8K | ﹤0.01% | 1995 |
|
|
2013
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 2898 |
|
|
2013
Q2 | $2K | Buy |
+100
| New | +$2.22K | ﹤0.01% | 2834 |
|
Other funds holding ORA
VPM
VCM
CI
GACM
Creative Planning's ORA Position: Q1 2026 in Review
Creative Planning increased its Ormat Technologies (ORA) stake by 6.8% in Q1 2026, buying an estimated $123K and bringing the position to 16,596 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1955.
Creative Planning first reported a position in ORA in Q2 2013 and has held it in 51 quarters since. 413 funds tracked by Wall St. Rank hold ORA as of Q1 2026.
- Creative Planning held 16,596 shares of Ormat Technologies worth $1.86M as of Q1 2026.
- Creative Planning bought 1,058 Ormat Technologies shares in Q1 2026, an estimated $123K.
- Ormat Technologies made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1955 holding.
- Creative Planning first reported a position in Ormat Technologies in Q2 2013 and has held it in 51 quarters since.
- 413 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.