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United Capital Financial Advisors’s Ormat Technologies ORA Stock Holding History

United Capital Financial Advisors’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 		– Sell
-3,618
Closed -$405K – 1706
2026
Q1 		$405K Buy
+3,618
New +$420K ﹤0.01% 1178

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State Street
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Dimensional Fund Advisors
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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

United Capital Financial Advisors's ORA Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Ormat Technologies (ORA) in Q2 2026, closing a stake of 3,618 shares — an estimated $405K sold.

United Capital Financial Advisors first reported a position in ORA in Q1 2026 and held it in 1 quarter. The position peaked at $405K in Q1 2026. 434 funds tracked by Wall St. Rank hold ORA as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Ormat Technologies position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,618 Ormat Technologies shares in Q2 2026, an estimated $405K.
  • United Capital Financial Advisors first reported a position in Ormat Technologies in Q1 2026 and held it in 1 quarter.
  • United Capital Financial Advisors's Ormat Technologies position peaked at $405K in Q1 2026.
  • 434 funds tracked by Wall St. Rank held Ormat Technologies as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.