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Phoenix Financial’s Ormat Technologies ORA Stock Holding History

Phoenix Financial’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 		$11.8M Sell
105,781
-252,700
-70% -$29.3M 0.11% 79
2025
Q4 		$39.6M Buy
358,481
+260,000
+264% +$28.4M 0.43% 43
2025
Q3 		$9.48M Hold
98,481
– – 0.12% 85
2025
Q2 		$8.25M Buy
98,481
+60,981
+163% +$4.56M 0.11% 103
2025
Q1 		$2.65M Buy
37,500
+27,000
+257% +$1.83M 0.04% 164
2024
Q4 		$1.62M Buy
+10,500
New +$811K 0.02% 194
2024
Q3 		– Sell
-30,000
Closed -$23.1K – 399
2024
Q2 		$23.1K Sell
30,000
-9,506
-24% -$660K ﹤0.01% 340
2024
Q1 		$2.64M Buy
+39,506
New +$2.64M 0.04% 172
2023
Q3 		– Sell
-20,072
Closed -$1.63M – 356
2023
Q2 		$1.63M Buy
20,072
+1,172
+6% +$99.3K 0.03% 176
2023
Q1 		$1.62M Sell
18,900
-149,616
-89% -$13.1M 0.04% 159
2022
Q4 		$14.6M Buy
168,516
+154,320
+1,087% +$13.9M 0.28% 61
2022
Q3 		$1.26M Sell
14,196
-234,619
-94% -$20.9M 0.03% 177
2022
Q2 		$19.5M Sell
248,815
-95,543
-28% -$7.53M 0.4% 65
2022
Q1 		$28.2M Sell
344,358
-351,625
-51% -$25.7M 0.47% 62
2021
Q4 		$55.2M Buy
695,983
+77,372
+13% +$5.84M 0.91% 36
2021
Q3 		$41.2M Buy
618,611
+199,900
+48% +$13.8M 0.71% 51
2021
Q2 		$29.1M Buy
418,711
+74,834
+22% +$5.32M 0.55% 71
2021
Q1 		$27M Sell
343,877
-46,694
-12% -$4.62M 0.61% 59
2020
Q4 		$35.2M Sell
390,571
-179,927
-32% -$13.6M 0.94% 32
2020
Q3 		$31.8M Sell
570,498
-36,274
-6% -$2.19M 1.33% 18
2020
Q2 		$36.6M Buy
606,772
+75,372
+14% +$4.93M 1.55% 12
2020
Q1 		$35.1M Buy
531,400
+29,453
+6% +$2.22M 1.78% 6
2019
Q4 		$37.2M Sell
501,947
-166,763
-25% -$12.6M 1.56% 13
2019
Q3 		$47.5M Buy
+668,710
New +$46.1M 2.25% 5

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

Phoenix Financial's ORA Position: Q1 2026 in Review

Phoenix Financial reduced its Ormat Technologies (ORA) stake by 70% in Q1 2026, selling an estimated $29.3M and leaving 105,781 shares worth $11.8M. The position accounts for 0.11% of the portfolio, ranked #79.

Phoenix Financial first reported a position in ORA in Q3 2019 and has held it in 24 quarters since. The position peaked at $55.2M in Q4 2021. 413 funds tracked by Wall St. Rank hold ORA as of Q1 2026.

  • Phoenix Financial held 105,781 shares of Ormat Technologies worth $11.8M as of Q1 2026.
  • Phoenix Financial sold 252,700 Ormat Technologies shares in Q1 2026, an estimated $29.3M.
  • Ormat Technologies made up 0.11% of Phoenix Financial's portfolio in Q1 2026, its #79 holding.
  • Phoenix Financial first reported a position in Ormat Technologies in Q3 2019 and has held it in 24 quarters since.
  • Phoenix Financial's Ormat Technologies position peaked at $55.2M in Q4 2021.
  • 413 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2026.

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