Institute for Wealth Management, LLC.

Position in ORA — Ormat Technologies, Inc.

CIK 1533954 DENVER, CO

Position in ORA

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,247

-$256,502 QoQ

Shares Held

-98.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#391

of 434 holders

Holding Since

Sep 2024

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $10,995 across 5 Utilities - Renewable names. ORA ranks #1 (38.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORA	Ormat Technologies, Inc. This page	39	$4,247
2	FRVO	Fervo Energy Co	119	$3,478
3	BEP	Brookfield Renewable Partners L.P.	50	$1,736
4	XIFR	XPLR Infrastructure, LP	75	$885
5	CWEN	Clearway Energy, Inc.	19	$649

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,247	39	-98.8%	Shares	Sole	2026-07-28
2024-09-30	$260,749	3,389	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.