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Pinnacle Wealth Planning Services’s Ormat Technologies ORA Stock Holding History

Pinnacle Wealth Planning Services’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 		$13.8K Hold
123
– – ﹤0.01% 1879
2025
Q4 		$13.6K Buy
+123
New +$13.5K ﹤0.01% 1893
2021
Q1 		– Sell
-207
Closed -$19K – 1455
2020
Q4 		$19K Buy
+207
New +$15.7K ﹤0.01% 1177

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

Pinnacle Wealth Planning Services's ORA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Ormat Technologies (ORA) position steady in Q1 2026 at 123 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Pinnacle Wealth Planning Services first reported a position in ORA in Q4 2020 and has held it in 3 quarters since. The position peaked at $19K in Q4 2020. 413 funds tracked by Wall St. Rank hold ORA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 123 shares of Ormat Technologies worth $13.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Ormat Technologies share count unchanged in Q1 2026.
  • Ormat Technologies made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1879 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ormat Technologies in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Ormat Technologies position peaked at $19K in Q4 2020.
  • 413 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.