NeoVolta Inc.
NEOV- Exchange
- Nasdaq
- Industry
- Miscellaneous Electrical Machinery, Equipment & Supplies
- SEC CIK
- 0001748137
No open-market purchases or sales by NeoVolta Inc. insiders were filed in the last 90 days; 40 institutions reported holding it in 13F filings for Q2 2026, worth $48.0M in total; no superinvestor holds it.
Other share classesNEOVW
13F holders, Q1 2023
Institutional positions in NeoVolta Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 15
- −2 vs. Q4 2022
- Shares held
- 1.16M
- −15.2K (−1.3%) vs. Q4 2022
- Total value
- $2.98M
- −$310.0K (−9.4%) vs. Q4 2022
- New holders
- 1
- 5 more added
- Sold out
- 3
- 2 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting NEOV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 40 | $48.0M |
| Q1 2026 | 36 | $32.3M |
| Q4 2025 | 33 | $26.2M |
| Q3 2025 | 25 | $35.0M |
| Q2 2025 | 23 | $37.9M |
| Q1 2025 | 23 | $13.0M |
| Q4 2024 | 30 | $34.5M |
| Q3 2024 | 15 | $40.5M |
| Q2 2024 | 14 | $4.18M |
| Q1 2024 | 15 | $1.95M |
| Q4 2023 | 19 | $2.71M |
| Q3 2023 | 15 | $4.02M |
| Q2 2023 | 14 | $4.61M |
| Q1 2023 | 15 | $2.98M |
| Q4 2022 | 18 | $3.35M |
| Q3 2022 | 16 | $5.65M |
| Q2 2022 | 3 | $80.8K |
| Q1 2022 | 3 | $157.9K |
| Q4 2021 | 2 | $168.0K |
| Q3 2021 | 2 | $168.0K |
| Q2 2021 | 2 | $207.0K |
| Q1 2021 | 1 | $109.0K |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding NeoVolta Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 386,156 | $988.6K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 293,160 | $750.5K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 257,951 | $660.4K | 0.00% | +9,634+3.9% | Added |
| AE Wealth Management LLC | 63,289 | $162.0K | 0.00% | +9,324+17.3% | Added |
| Northern Trust Corp | 53,047 | $135.8K | 0.00% | +3,570+7.2% | Added |
| Bank of New York Mellon Corp | 21,314 | $54.6K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 20,000 | $51.2K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 19,920 | $51.0K | 0.00% | +8,260+70.8% | Added |
| State Street Corp | 17,014 | $43.6K | 0.00% | +17,014 | New |
| Charles Schwab Investment Management Inc | 12,964 | $33.2K | 0.00% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 10,753 | $27.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,365 | $14.0K | 0.00% | −2,169−28.8% | Reduced |
| UBS Group AG | 3,321 | $8.50K | 0.00% | −389−10.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 400 | $1.02K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 197 | $504 | 0.00% | +5+2.6% | Added |
| Umb Bank N A | 0 | $0 | 0.00% | −35,715−100.0% | Sold out |
| Traynor Capital Management, Inc. | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,230−100.0% | Sold out |
| Gofen & Glossberg LLC | – | – | – | – | Not filed |