NeovoltaNEOV
13F holders, Q1 2025 (March 31)23holders −7
3new positions
9sold out
$2.18avg. 13F price*
At the end of Q1 2025, 23 institutions reported holding Neovolta Inc. (NEOV) in their 13F filings, down 7 from Q4 2024. 3 opened new positions and 9 sold out. The largest holders were Legacy Wealth Managment, LLC ($7.9M), BlackRock, Inc. ($991K) and Vanguard Group Inc. ($893K).
- Company
- Neovolta Inc.
- CUSIP
- 640655106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $267K |
| Exits | 9 | $1.1M |
All 13F filers, Q4 2024 → Q1 2025: 475,907 shares bought and 286,090 shares sold, net +189,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Legacy Wealth Managment, LLC | 5.71% | Add +2.7% | 3,622,293 | $7.9M |
| BlackRock, Inc. | 0.00% | Add +1.1% | 456,537 | $991K |
| Vanguard Group Inc. | 0.00% | No change | 411,467 | $893K |
| Geode Capital Management, LLC | 0.00% | Add +3.9% | 320,671 | $696K |
| BIP Wealth, LLC | 0.03% | Add +3.3% | 226,225 | $491K |
| Sovran Advisors, LLC | 0.05% | Add +36.6% | 166,671 | $353K |
| UBS Group AG | 0.00% | Add +4978.9% | 153,688 | $334K |
| Rossby Financial, LCC | 0.13% | Add +41.1% | 115,000 | $309K |
| Northern Trust Corp. | 0.00% | Reduce -3.5% | 123,558 | $268K |
| State Street Corp. | 0.00% | No change | 110,264 | $239K |
| Jane Street Group, LLC | 0.00% | Reduce -20.5% | 62,257 | $135K |
| Arlington Financial Advisors, LLC | 0.02% | New | 58,000 | $126K |
| Bridgeway Capital Management, LLC | 0.00% | New | 52,200 | $113K |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.1% | 14,800 | $32K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 12,964 | $28K |
| HRT Financial LP | 0.00% | New | 13,212 | $28K |
| Centennial Wealth Advisory LLC | 0.01% | No change | 10,100 | $22K |
| Morgan Stanley | 0.00% | Add +30.2% | 8,832 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +101.3% | 6,153 | $13K |
| Allworth Financial LP | 0.00% | No change | 950 | $2K |
| Bank of America Corp. | 0.00% | Reduce -99.5% | 243 | $527 |
| Barclays PLC | 0.00% | Reduce -95.5% | 202 | $438 |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $217 |
"% of holder's portfolio" is NEOV's weight in each manager's 13F, not the share of Neovolta Inc. the manager owns.