NeoVolta Ownership | Who Owns NeoVolta?

NeoVolta Ownership Summary

NeoVolta is owned by 4.76% institutional investors, 14.93% insiders, and 80.31% retail investors. Blackrock is the largest institutional shareholder, holding 1.26% of NEOV shares. Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund, with 1.15% of its assets in NeoVolta shares.

NEOV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	NeoVolta	4.76%	14.93%	80.31%
Sector	Industrials Stocks	61.06%	10.27%	28.67%
Industry	Electrical Equipment Stocks	44.62%	15.74%	39.64%
Idea	Energy Storage Stocks List	29.35%	14.10%	56.55%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	418.47K	1.26%	$1.10M
Vanguard group	385.57K	1.16%	$1.02M
Geode capital management	290.90K	0.88%	$768.17K
Bip wealth	200.21K	0.60%	$528.57K
State street	143.21K	0.43%	$378.08K
Northern trust	87.12K	0.26%	$229.99K
Ci private wealth	25.00K	0.08%	$66.00K
Charles schwab investment management	12.96K	0.04%	$34.23K
Two sigma securities	11.27K	0.03%	$29.75K
Tower research capital llc (trc)	5.87K	0.02%	$15.50K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bip wealth	200.21K	0.04%	$528.57K
Riggs asset managment	600.00	0.00%	$1.58K
Two sigma securities	11.27K	0.00%	$29.75K
Tower research capital llc (trc)	5.87K	0.00%	$15.50K
Ci private wealth	25.00K	0.00%	$66.00K
Geode capital management	290.90K	0.00%	$768.17K
Charles schwab investment management	12.96K	-	$34.23K
Wells fargo & company/mn	-	-	-
Vanguard group	385.57K	-	$1.02M
Morgan stanley	1.00K	-	$2.64K

Top Buyers

Holder	Shares	% Assets	Change
Two sigma securities	11.27K	0.00%	11.27K
Blackrock	418.47K	-	3.77K
Geode capital management	290.90K	0.00%	2.63K
Vanguard group	385.57K	-	323.00
Bank of america corp /de/	232.00	-	232.00

Top Sellers

Holder	Shares	% Assets	Change
Truist financial	-	-	-65.00K
Squarepoint ops	-	-	-14.67K
Northern trust	87.12K	-	-2.90K
Tower research capital llc (trc)	5.87K	0.00%	-1.51K
Wells fargo & company/mn	-	-	-221.00

New Positions

Holder	Shares	% Assets	Change	Value
Two sigma securities	11.27K	0.00%	11.27K	$29.75K
Bank of america corp /de/	232.00	-	232.00	$612.00

Sold Out

Holder	Change
Wells fargo & company/mn	-221.00
Squarepoint ops	-14.67K
Truist financial	-65.00K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	13	-7.14%	1,582,426	-4.01%	4	19.34%	5	25.00%	2	-
Mar 31, 2024	14	-22.22%	1,648,500	-2.92%	4	19.00%	4	-55.56%	2	100.00%
Dec 31, 2023	18	20.00%	1,698,139	5.12%	5	20.09%	9	80.00%	1	-50.00%
Sep 30, 2023	15	7.14%	1,615,377	14.76%	5	27.98%	5	-16.67%	2	-50.00%
Jun 30, 2023	14	-6.67%	1,407,612	20.84%	4	34.39%	6	-	4	100.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Institutional Extnd Mkt Idx Tr	383.08K	1.15%	-
Fidelity Extended Market Index	164.51K	0.49%	-3.59K
iShares Micro-Cap ETF	65.12K	0.20%	-
BlackRock Extended Equity Market K	49.25K	0.15%	-21.00
Fidelity Total Market Index	48.49K	0.15%	-119.00
Fidelity Series Total Market Index	36.75K	0.11%	-
NT Ext Equity Mkt Idx Fd - NL	25.87K	0.08%	-
Northern Trust Extended Eq Market Idx	24.33K	0.07%	-
NT Ext Equity Mkt Idx Fd - L	24.33K	0.07%	-
Fidelity Nasdaq Composite Index	21.74K	0.07%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value

Insider Transactions Trends

Date	Buy	Sell
2024 Q2	-	-
2023 Q4	-	-
2023 Q1	-	-
2022 Q4	-	-
2022 Q3	-	-

NEOV Ownership FAQ

Who Owns NeoVolta?

NeoVolta shareholders are primarily institutional investors at 4.76%, followed by 14.93% insiders and 80.31% retail investors. The average institutional ownership in NeoVolta's industry, Electrical Equipment Stocks, is 44.62%, which NeoVolta falls below.

Who owns the most shares of NeoVolta?

NeoVolta’s largest shareholders are Blackrock (418.47K shares, 1.26%), Vanguard group (385.57K shares, 1.16%), and Geode capital management (290.9K shares, 0.88%). Together, they hold 3.29% of NeoVolta’s total shares outstanding.

Does Blackrock own NeoVolta?

Yes, BlackRock owns 1.26% of NeoVolta, totaling 418.47K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.1M$. In the last quarter, BlackRock increased its holdings by 3.77K shares, a 0.91% change.

Who is NeoVolta’s biggest shareholder by percentage of total assets invested?

Bip wealth is NeoVolta’s biggest shareholder by percentage of total assets invested, with 0.04% of its assets in 200.21K NeoVolta shares, valued at 528.56K$.

Who is the top mutual fund holder of NeoVolta shares?

Vanguard Institutional Extnd Mkt Idx Tr is the top mutual fund holder of NeoVolta shares, with 1.15% of its total shares outstanding invested in 383.08K NeoVolta shares.

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