Position in ORA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$21,888
-$607 QoQ
Shares Held
201
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#22
of 33 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ORA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026True Wealth Design, LLC holds $44,563 across 8 Utilities - Renewable names. ORA ranks #1 (49.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORA |
Ormat Technologies, Inc.
This page
|
201 | $21,888 | |
| 2 | FLNC |
Fluence Energy, Inc.
|
965 | $19,184 | |
| 3 | BEPC |
Brookfield Renewable Corp
|
55 | $2,041 | |
| 4 | AXIA |
AXIA Energia S.A.
|
60 | $633 | |
| 5 | ENLT |
Enlight Renewable Energy Ltd.
|
6 | $534 | |
| 6 | CWEN |
Clearway Energy, Inc.
|
7 | $239 | |
| 7 | VGAS |
Verde Clean Fuels, Inc.
|
36 | $36 | |
| 8 | SAFX |
XCF Global, Inc.
|
20 | $8 |
All Filings in ORA
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,888 | 201 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $22,495 | 201 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $22,204 | 201 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $19,538 | 203 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $17,003 | 203 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $920 | 13 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||