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Mark Sheptoff Financial Planning’s Ormat Technologies ORA Stock Holding History

Mark Sheptoff Financial Planning’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 		$17.3K Hold
150
– – 0.01% 285
2025
Q4 		$16.6K Hold
150
– – 0.01% 293
2025
Q3 		$14.4K Hold
150
– – 0.01% 307
2025
Q2 		$12.6K Buy
+150
New +$11.2K 0.01% 320

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

Mark Sheptoff Financial Planning's ORA Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Ormat Technologies (ORA) position steady in Q1 2026 at 150 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #285.

Mark Sheptoff Financial Planning first reported a position in ORA in Q2 2025 and has held it in 4 quarters since. 413 funds tracked by Wall St. Rank hold ORA as of Q1 2026.

  • Mark Sheptoff Financial Planning held 150 shares of Ormat Technologies worth $17.3K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Ormat Technologies share count unchanged in Q1 2026.
  • Ormat Technologies made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #285 holding.
  • Mark Sheptoff Financial Planning first reported a position in Ormat Technologies in Q2 2025 and has held it in 4 quarters since.
  • 413 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.