Position in ORA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,893,552
+$36,128 QoQ
Shares Held
17,388
+4.8% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#151
of 434 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ORA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Creative Planning holds $7,640,570 across 7 Utilities - Renewable names. ORA ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CWEN |
Clearway Energy, Inc.
|
73,753 | $2,520,876 | |
| 2 | ORA |
Ormat Technologies, Inc.
This page
|
17,388 | $1,893,552 | |
| 3 | BEPC |
Brookfield Renewable Corp
|
37,986 | $1,410,040 | |
| 4 | RNW |
ReNew Energy Global plc
|
112,971 | $706,068 | |
| 5 | FLNC |
Fluence Energy, Inc.
|
30,861 | $613,516 | |
| 6 | NRGV |
Energy Vault Holdings, Inc.
|
105,418 | $496,518 | |
| 7 | AXIAY |
AXIA Energia S.A.
|
86,657 | $0 |
All Filings in ORA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,893,552 | 17,388 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,857,424 | 16,596 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,716,482 | 15,538 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,430,563 | 14,863 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,132,936 | 13,526 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $945,982 | 13,367 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $847,989 | 12,522 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $896,119 | 11,647 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $872,445 | 12,168 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $739,474 | 11,172 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $766,766 | 10,117 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $625,014 | 8,939 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $645,449 | 8,022 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $712,067 | 8,400 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $629,833 | 7,283 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $574,005 | 6,659 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $425,362 | 5,429 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $435,171 | 5,318 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $421,717 | 5,318 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $341,576 | 5,128 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $384,500 | 5,530 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $388,330 | 4,945 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $493,470 | 5,466 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $292,298 | 4,945 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $334,084 | 5,262 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $366,311 | 5,414 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||