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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
Q2 		$80.4K Buy
738
+615
+500% +$76.2K 0.01% 991
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

Pinnacle Wealth Planning Services's ORA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Ormat Technologies (ORA) stake by 500% in Q2 2026, buying an estimated $76.2K and bringing the position to 738 shares worth $80.4K. The position accounts for 0.01% of the portfolio, ranked #991.

Pinnacle Wealth Planning Services first reported a position in ORA in Q4 2020 and has held it in 4 quarters since. 436 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 738 shares of Ormat Technologies worth $80.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 615 Ormat Technologies shares in Q2 2026, an estimated $76.2K.
  • Ormat Technologies made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #991 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ormat Technologies in Q4 2020 and has held it in 4 quarters since.
  • 436 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.