NeovoltaNEOV

13F holders, Q2 2024 (June 30)
14holders −1
2new positions
3sold out
$2.64avg. 13F price*

At the end of Q2 2024, 14 institutions reported holding Neovolta Inc. (NEOV) in their 13F filings, down 1 from Q1 2024. 2 opened new positions and 3 sold out. The largest holders were BlackRock Inc. ($1.1M), Vanguard Group Inc. ($1.0M) and Geode Capital Management, LLC ($768K).

Company
Neovolta Inc.
CUSIP
640655106
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 15Q1 2024Q2 2024: 14Q2 2024Q3 2024: 15Q3 2024Q4 2024: 30Q4 2024Q1 2025: 23Q1 2025Q2 2025: 23Q2 2025Q3 2025: 25Q3 2025Q4 2025: 33Q4 2025Q1 2026: 36Q1 2026Q2 2026: 40Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions2$30K
Exits3$94K

All 13F filers, Q1 2024 → Q2 2024: 18,358 shares bought and 84,301 shares sold, net −65,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 14 holders

BlackRock Inc. 0.00% Add +0.9% 418,469 $1.1M
Vanguard Group Inc. 0.00% Add +0.1% 385,574 $1.0M
Geode Capital Management, LLC 0.00% Add +0.9% 290,897 $768K
BIP Wealth, LLC 0.04% No change 200,214 $529K
State Street Corp. 0.00% No change 143,214 $378K
Northern Trust Corp. 0.00% Reduce -3.2% 87,119 $230K
Corient Private Wealth LP 0.00% No change 25,000 $66K
Charles Schwab Investment Management Inc. 0.00% No change 12,964 $34K
Two Sigma Securities, LLC 0.00% New 11,271 $30K
Tower Research Capital LLC (TRC) 0.00% Reduce -20.5% 5,872 $16K
Morgan Stanley 0.00% No change 1,000 $3K
Riggs Asset Managment Co. Inc. 0.00% No change 600 $2K
Bank of America Corp. 0.00% New 232 $612
Royal Bank of Canada 0.00% Add +569.6% 154 $0

"% of holder's portfolio" is NEOV's weight in each manager's 13F, not the share of Neovolta Inc. the manager owns.