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 2024
Institutional positions in NeoVolta Inc. as of Mar 31, 2024. 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
- −4 vs. Q4 2023
- Shares held
- 1.65M
- −49.9K (−2.9%) vs. Q4 2023
- Total value
- $1.95M
- −$769.0K (−28.3%) vs. Q4 2023
- New holders
- 3
- 1 more added
- Sold out
- 7
- 3 more reduced
Compare with Q4 2023: 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 2024
Shares, value and share of portfolio for each institution holding NeoVolta Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 414,701 | $489.3K | 0.00% | −2,841−0.7% | Reduced |
| Vanguard Group Inc | 385,251 | $454.6K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 288,264 | $340.2K | 0.00% | 00.0% | Unchanged |
| BIP Wealth, LLC | 200,214 | $236.3K | 0.02% | 00.0% | Unchanged |
| State Street Corp | 143,214 | $169.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 90,015 | $106.2K | 0.00% | −5,172−5.4% | Reduced |
| Truist Financial Corp | 65,000 | $76.7K | 0.00% | +65,000 | New |
| CI Private Wealth, LLC | 25,000 | $29.5K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 14,671 | $17.3K | 0.00% | +14,671 | New |
| Charles Schwab Investment Management Inc | 12,964 | $15.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,385 | $8.71K | 0.00% | +7,385 | New |
| Morgan Stanley | 1,000 | $1.18K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 600 | $708 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 221 | $261 | 0.00% | +4+1.8% | Added |
| Royal Bank of Canada | 23 | $0 | 0.00% | −279−92.4% | Reduced |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −61,197−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −31,920−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −21,314−100.0% | Sold out |
| Pure Financial Advisors, Inc. | 0 | $0 | 0.00% | −10,753−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −2,367−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −156−100.0% | Sold out |