Modern Wealth Management, LLC
Position in ORA — Ormat Technologies, Inc.
CIK 2001900
KANSAS CITY, MO
Position in ORA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$316,027
+$109,118 QoQ
Shares Held
2,902
+54.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#275
of 431 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in ORA Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Modern Wealth Management, LLC holds $989,653 across 3 Utilities - Renewable names. ORA ranks #2 (31.9% of the industry book) .
All Filings in ORA
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,027 | 2,902 | Shares | Other | 2026-08-14 | |
| 2025-12-31 | $206,909 | 1,873 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $244,088 | 2,536 | Shares | Other | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||