NeovoltaNEOV
13F holders, Q2 2025 (June 30)23holders
2new positions
3sold out
$3.31avg. 13F price*
At the end of Q2 2025, 23 institutions reported holding Neovolta Inc. (NEOV) in their 13F filings, unchanged from Q1 2025. 2 opened new positions and 3 sold out. The largest holders were Legacy Investment Solutions, LLC ($15.1M), Legacy Wealth Managment, LLC ($15.1M) and BlackRock, Inc. ($1.4M).
- Company
- Neovolta Inc.
- CUSIP
- 640655106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $5K |
| Exits | 3 | $154K |
All 13F filers, Q1 2025 → Q2 2025: 1,112,821 shares bought and 145,669 shares sold, net +967,152 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Legacy Investment Solutions, LLC | 7.98% | — | 4,567,051 | $15.1M |
| Legacy Wealth Managment, LLC | 7.98% | Add +26.1% | 4,567,051 | $15.1M |
| BlackRock, Inc. | 0.00% | Reduce -8.3% | 418,558 | $1.4M |
| Vanguard Group Inc. | 0.00% | No change | 411,467 | $1.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 319,584 | $1.1M |
| UBS Group AG | 0.00% | Add +102.6% | 311,314 | $1.0M |
| BIP Wealth, LLC | 0.05% | No change | 226,225 | $747K |
| Sovran Advisors, LLC | 0.06% | Add +0.1% | 166,921 | $609K |
| Northern Trust Corp. | 0.00% | Add +0.5% | 124,172 | $410K |
| State Street Corp. | 0.00% | Add +7.3% | 118,264 | $390K |
| Rossby Financial, LCC | 0.13% | Reduce -9.6% | 104,000 | $343K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 52,200 | $172K |
| Jane Street Group, LLC | 0.00% | Reduce -21.3% | 49,019 | $162K |
| Susquehanna International Group, LLP | 0.00% | Reduce -4.5% | 14,141 | $47K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 12,964 | $43K |
| Centennial Wealth Advisory LLC | 0.01% | No change | 10,100 | $33K |
| Morgan Stanley | 0.00% | Reduce -59.3% | 3,591 | $12K |
| Raymond James Financial Inc. | 0.00% | New | 1,490 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -82.1% | 1,102 | $4K |
| Allworth Financial LP | 0.00% | No change | 950 | $3K |
| Bank of America Corp. | 0.00% | Add +20.6% | 293 | $967 |
| Harbour Investments, Inc. | 0.00% | No change | 100 | $330 |
| FMR LLC | 0.00% | New | 33 | $110 |
"% of holder's portfolio" is NEOV's weight in each manager's 13F, not the share of Neovolta Inc. the manager owns.