Sowell Financial Services’s Ormat Technologies ORA Stock Holding History

Sowell Financial 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	$1.5M	Buy	+13,812	New	+$1.71M	0.05%	372
2021 Q2	–	Sell	-64	Closed	-$4K	–	2037
2021 Q1	$4K	Sell	64 -11	-15%	-$1.09K	﹤0.01%	2677
2020 Q4	$7K	Hold	75	–	–	﹤0.01%	2169
2020 Q3	$4K	Buy	75 +16	+27%	+$965	﹤0.01%	2067
2020 Q2	$4K	Buy	59 +18	+44%	+$1.18K	﹤0.01%	1979
2020 Q1	$3K	Hold	41	–	–	﹤0.01%	2001
2019 Q4	$3K	Hold	41	–	–	﹤0.01%	2086
2019 Q3	$3K	Buy	+41	New	+$2.83K	﹤0.01%	1964

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

Sowell Financial Services's ORA Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Ormat Technologies (ORA) in Q2 2026: 13,812 shares worth $1.5M. The stake represents 0.05% of the portfolio and ranks #372 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in ORA as recently as Q1 2021.

Sowell Financial Services first reported a position in ORA in Q3 2019 and has held it in 8 quarters since. 434 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

Sowell Financial Services held 13,812 shares of Ormat Technologies worth $1.5M as of Q2 2026.
Ormat Technologies was a new Sowell Financial Services position in Q2 2026.
Ormat Technologies made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #372 holding.
Sowell Financial Services first reported a position in Ormat Technologies in Q3 2019 and has held it in 8 quarters since.
434 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.