Nicola Wealth Management’s Ormat Technologies ORA Stock Holding History

Nicola Wealth Management’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
2025 Q3	–	Sell	-32,500	Closed	-$2.72M	–	97
2025 Q2	$2.72M	Buy	32,500 +2,500	+8%	+$187K	0.26%	65
2025 Q1	$2.12M	Sell	30,000 -8,500	-22%	-$576K	0.21%	78
2024 Q4	$2.61M	Sell	38,500 -5,500	-13%	-$425K	0.25%	73
2024 Q3	$3.39M	Buy	44,000 +4,000	+10%	+$297K	0.27%	72
2024 Q2	$2.87M	Sell	40,000 -6,000	-13%	-$417K	0.26%	72
2024 Q1	$3.04M	Buy	46,000 +2,000	+5%	+$134K	0.3%	77
2023 Q4	$3.33M	Sell	44,000 -3,000	-6%	-$204K	0.35%	74
2023 Q3	$3.29M	Hold	47,000	–	–	0.35%	65
2023 Q2	$3.78M	Sell	47,000 -5,000	-10%	-$423K	0.37%	67
2023 Q1	$4.41M	Sell	52,000 -3,000	-5%	-$263K	0.43%	59
2022 Q4	$4.76M	Sell	55,000 -5,000	-8%	-$449K	0.48%	65
2022 Q3	$5.17M	Hold	60,000	–	–	0.57%	62
2022 Q2	$4.7M	Sell	60,000 -10,000	-14%	-$788K	0.45%	65
2022 Q1	$5.73M	Hold	70,000	–	–	0.5%	63
2021 Q4	$5.55M	Hold	70,000	–	–	0.52%	64
2021 Q3	$4.66M	Hold	70,000	–	–	0.48%	75
2021 Q2	$4.87M	Buy	70,000 +16,000	+30%	+$1.14M	0.5%	79
2021 Q1	$4.24M	Buy	54,000 +18,000	+50%	+$1.78M	0.47%	80
2020 Q4	$3.25M	Buy	36,000 +8,000	+29%	+$606K	0.4%	75
2020 Q3	$1.66M	Buy	+28,000	New	+$1.69M	0.24%	94

Other funds holding ORA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Nicola Wealth Management's ORA Position: Q3 2025 in Review

Nicola Wealth Management sold out of Ormat Technologies (ORA) in Q3 2025, closing a stake of 32,500 shares — an estimated $2.72M sold.

Nicola Wealth Management first reported a position in ORA in Q3 2020 and held it in 20 quarters. The position peaked at $5.73M in Q1 2022. 347 funds tracked by Wall St. Rank hold ORA as of Q3 2025.

Nicola Wealth Management reported no remaining Ormat Technologies position as of Q3 2025 after selling out during the quarter.
Nicola Wealth Management sold 32,500 Ormat Technologies shares in Q3 2025, an estimated $2.72M.
Nicola Wealth Management first reported a position in Ormat Technologies in Q3 2020 and held it in 20 quarters.
Nicola Wealth Management's Ormat Technologies position peaked at $5.73M in Q1 2022.
347 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2025.

Based on Nicola Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.