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Steward Partners Investment Advisory’s Ormat Technologies ORA Stock Holding History

Steward Partners Investment Advisory’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
2025
Q2 		– Sell
-100
Closed -$7.08K – 4219
2025
Q1 		$7.08K Hold
100
– – ﹤0.01% 3256
2024
Q4 		$6.77K Sell
100
-500
-83% -$38.6K ﹤0.01% 3257
2024
Q3 		$46.2K Buy
+600
New +$44.5K ﹤0.01% 2267
2021
Q2 		– Sell
-15
Closed -$1.18K – 7315
2021
Q1 		$1.18K Buy
+15
New +$1.49K ﹤0.01% 3300

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OC
ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return
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
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Steward Partners Investment Advisory's ORA Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Ormat Technologies (ORA) in Q2 2025, closing a stake of 100 shares — an estimated $7.08K sold.

Steward Partners Investment Advisory first reported a position in ORA in Q1 2021 and held it in 4 quarters. The position peaked at $46.2K in Q3 2024. 325 funds tracked by Wall St. Rank hold ORA as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Ormat Technologies position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 Ormat Technologies shares in Q2 2025, an estimated $7.08K.
  • Steward Partners Investment Advisory first reported a position in Ormat Technologies in Q1 2021 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Ormat Technologies position peaked at $46.2K in Q3 2024.
  • 325 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.