Shelton Capital Management’s Ormat Technologies ORA Stock Holding History

Shelton Capital 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
2026 Q2	$3.07M	Sell	28,227 -91	-0.3%	-$11.3K	0.06%	186
2026 Q1	$3.17M	Sell	28,318 -3,000	-10%	-$348K	0.07%	182
2025 Q4	$3.46M	Hold	31,318	–	–	0.07%	185
2025 Q3	$3.01M	Sell	31,318 -6,000	-16%	-$541K	0.06%	187
2025 Q2	$3.13M	Sell	37,318 -17,093	-31%	-$1.28M	0.07%	191
2025 Q1	$3.85M	Hold	54,411	–	–	0.09%	176
2024 Q4	$3.68M	Hold	54,411	–	–	0.09%	177
2024 Q3	$4.19M	Sell	54,411 -20,000	-27%	-$1.48M	0.11%	171
2024 Q2	$5.34M	Sell	74,411 -206	-0.3%	-$14.3K	0.14%	141
2024 Q1	$4.94M	Sell	74,617 -9,820	-12%	-$656K	0.14%	163
2023 Q4	$6.4M	Sell	84,437 -20,000	-19%	-$1.36M	0.2%	116
2023 Q3	$7.3M	Sell	104,437 -20,000	-16%	-$1.55M	0.27%	91
2023 Q2	$10M	Buy	124,437 +50,000	+67%	+$4.23M	0.36%	54
2023 Q1	$6.31M	Buy	74,437 +72,080	+3,058%	+$6.32M	0.26%	92
2022 Q4	$204K	Hold	2,357	–	–	0.02%	641
2022 Q3	$203K	Buy	+2,357	New	+$210K	0.01%	637

Other funds holding ORA

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Shelton Capital Management's ORA Position: Q2 2026 in Review

Shelton Capital Management reduced its Ormat Technologies (ORA) stake by 0.32% in Q2 2026, selling an estimated $11.3K and leaving 28,227 shares worth $3.07M. The position accounts for 0.06% of the portfolio, ranked #186.

Shelton Capital Management first reported a position in ORA in Q3 2022 and has held it in 16 quarters since. The position peaked at $10M in Q2 2023. 434 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

Shelton Capital Management held 28,227 shares of Ormat Technologies worth $3.07M as of Q2 2026.
Shelton Capital Management sold 91 Ormat Technologies shares in Q2 2026, an estimated $11.3K.
Ormat Technologies made up 0.06% of Shelton Capital Management's portfolio in Q2 2026, its #186 holding.
Shelton Capital Management first reported a position in Ormat Technologies in Q3 2022 and has held it in 16 quarters since.
Shelton Capital Management's Ormat Technologies position peaked at $10M in Q2 2023.
434 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.