NeoVolta Ownership 2024 | Who Owns NeoVolta Now?

Overview RevenueFinancials Chart

Institutional Ownership

4.76%

Insider Ownership

14.84%

Retail Ownership

80.40%

Institutional Holders

13.00

NeoVolta Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	1.26%	-	418,469	3,768	0.91%	1,104,758	Jun 30, 2024
VANGUARD GROUP INC	1.16%	-	385,574	323	0.08%	1,017,915	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.88%	0.00%	290,897	2,633	0.91%	768,166	Jun 30, 2024
BIP WEALTH, LLC	0.60%	0.04%	200,214	-	-	528,565	Jun 30, 2024
STATE STREET CORP	0.43%	-	143,214	-	-	378,085,000	Jun 30, 2024
NORTHERN TRUST CORP	0.26%	-	87,119	-2,896	-3.22%	229,994,000	Jun 30, 2024
CI PRIVATE WEALTH, LLC	0.08%	0.00%	25,000	-	-	66,000	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	-	12,964	-	-	34,225	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	0.03%	0.00%	11,271	11,271	100.00%	29,755	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	5,872	-1,513	-20.49%	15,502	Jun 30, 2024
MORGAN STANLEY	0.00%	-	1,000	-	-	2,640	Jun 30, 2024
RIGGS ASSET MANAGMENT CO. INC.	0.00%	0.00%	600	-	-	1,584	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	232	232	100.00%	612	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-221	-100.00%	-	Jun 30, 2024
SQUAREPOINT OPS LLC	-	-	-	-14,671	-100.00%	-	Jun 30, 2024

NeoVolta's largest institutional shareholder is BLACKROCK INC., holding 1.26% of the company's total share outstanding, currently valued at $1.10M. The top 10 institutional shareholders own together 4.76% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BIP WEALTH, LLC	0.60%	0.04%	200,214	-	-	528,565	Jun 30, 2024
RIGGS ASSET MANAGMENT CO. INC.	0.00%	0.00%	600	-	-	1,584	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	0.03%	0.00%	11,271	11,271	100.00%	29,755	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	5,872	-1,513	-20.49%	15,502	Jun 30, 2024
CI PRIVATE WEALTH, LLC	0.08%	0.00%	25,000	-	-	66,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.88%	0.00%	290,897	2,633	0.91%	768,166	Jun 30, 2024
NORTHERN TRUST CORP	0.26%	-	87,119	-2,896	-3.22%	229,994,000	Jun 30, 2024
BLACKROCK INC.	1.26%	-	418,469	3,768	0.91%	1,104,758	Jun 30, 2024
VANGUARD GROUP INC	1.16%	-	385,574	323	0.08%	1,017,915	Jun 30, 2024
STATE STREET CORP	0.43%	-	143,214	-	-	378,085,000	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	-	12,964	-	-	34,225	Jun 30, 2024
MORGAN STANLEY	0.00%	-	1,000	-	-	2,640	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	232	232	100.00%	612	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-221	-100.00%	-	Jun 30, 2024
SQUAREPOINT OPS LLC	-	-	-	-14,671	-100.00%	-	Jun 30, 2024

The largest NeoVolta shareholder by % of total assets is BIP WEALTH, LLC. The company owns 200.21K shares of NeoVolta (NEOV), representing 0.04% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
TWO SIGMA SECURITIES, LLC	0.03%	0.00%	11,271	11,271	100.00%	29,755	Jun 30, 2024
BLACKROCK INC.	1.26%	-	418,469	3,768	0.91%	1,104,758	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.88%	0.00%	290,897	2,633	0.91%	768,166	Jun 30, 2024
VANGUARD GROUP INC	1.16%	-	385,574	323	0.08%	1,017,915	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	232	232	100.00%	612	Jun 30, 2024
MORGAN STANLEY	0.00%	-	1,000	-	-	2,640	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	-	12,964	-	-	34,225	Jun 30, 2024
STATE STREET CORP	0.43%	-	143,214	-	-	378,085,000	Jun 30, 2024
CI PRIVATE WEALTH, LLC	0.08%	0.00%	25,000	-	-	66,000	Jun 30, 2024
RIGGS ASSET MANAGMENT CO. INC.	0.00%	0.00%	600	-	-	1,584	Jun 30, 2024
BIP WEALTH, LLC	0.60%	0.04%	200,214	-	-	528,565	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-221	-100.00%	-	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	5,872	-1,513	-20.49%	15,502	Jun 30, 2024
NORTHERN TRUST CORP	0.26%	-	87,119	-2,896	-3.22%	229,994,000	Jun 30, 2024
SQUAREPOINT OPS LLC	-	-	-	-14,671	-100.00%	-	Jun 30, 2024

As of Jun 30 2024, NeoVolta's largest institutional buyer is TWO SIGMA SECURITIES, LLC. The company purchased 11.27K stocks of NEOV, valued at $29.75K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SQUAREPOINT OPS LLC	-	-	-	-14,671	-100.00%	-	Jun 30, 2024
NORTHERN TRUST CORP	0.26%	-	87,119	-2,896	-3.22%	229,994,000	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.02%	0.00%	5,872	-1,513	-20.49%	15,502	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-221	-100.00%	-	Jun 30, 2024
BIP WEALTH, LLC	0.60%	0.04%	200,214	-	-	528,565	Jun 30, 2024
RIGGS ASSET MANAGMENT CO. INC.	0.00%	0.00%	600	-	-	1,584	Jun 30, 2024
CI PRIVATE WEALTH, LLC	0.08%	0.00%	25,000	-	-	66,000	Jun 30, 2024
STATE STREET CORP	0.43%	-	143,214	-	-	378,085,000	Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.04%	-	12,964	-	-	34,225	Jun 30, 2024
MORGAN STANLEY	0.00%	-	1,000	-	-	2,640	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	232	232	100.00%	612	Jun 30, 2024
VANGUARD GROUP INC	1.16%	-	385,574	323	0.08%	1,017,915	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.88%	0.00%	290,897	2,633	0.91%	768,166	Jun 30, 2024
BLACKROCK INC.	1.26%	-	418,469	3,768	0.91%	1,104,758	Jun 30, 2024
TWO SIGMA SECURITIES, LLC	0.03%	0.00%	11,271	11,271	100.00%	29,755	Jun 30, 2024

As of Jun 30 2024, NeoVolta's biggest institutional seller is SQUAREPOINT OPS LLC. The company sold -14.67K shares of NEOV, valued at -.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
TWO SIGMA SECURITIES, LLC	0.03%	0.00%	11,271	11,271	100.00%	29,755	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	232	232	100.00%	612	Jun 30, 2024

NeoVolta's largest new institutional shareholder by number of shares is TWO SIGMA SECURITIES, LLC, purchased 11.27K shares, valued at $29.75K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
SQUAREPOINT OPS LLC	-	-	-	-14,671	-100.00%	-	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	-	-221	-100.00%	-	Jun 30, 2024

NeoVolta's largest sold out institutional shareholder by shares sold is SQUAREPOINT OPS LLC, sold -14.67K shares, valued at -, as of undefined.

NeoVolta Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
FIDELITY CONCORD STREET TRUST	0.00%	264,433	18,580	7.56%	Feb 29, 2024
VANGUARD INDEX FUNDS	0.00%	376,441	-376,441	-50.00%	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.00%	12,964	-	-	Jan 31, 2024
Tidal Trust II	0.00%	996	996	-	Jan 31, 2024
iSHARES TRUST	0.00%	60,971	-1,604	-2.56%	Mar 31, 2024
EQ ADVISORS TRUST	0.00%	4,061	-1,237	-23.35%	Mar 31, 2024

NeoVolta's largest mutual fund holder by % of total assets is "FIDELITY CONCORD STREET TRUST", owning 264.43K shares, compromising 0.00% of its total assets.

NeoVolta Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	13	-7.14%
31 Mar, 24	14	-22.22%
31 Dec, 23	18	20.00%
30 Sep, 23	15	7.14%
30 Jun, 23	14	-6.67%
31 Mar, 23	15	-16.67%
31 Dec, 22	18	20.00%
30 Sep, 22	15	650.00%
30 Jun, 22	2	-
31 Mar, 22	2	-
31 Dec, 21	2	-
30 Sep, 21	2	-
30 Jun, 21	2	100.00%
31 Mar, 21	1	-50.00%
31 Dec, 20	2	-

As of 30 Jun 24, 13 institutions are holding NeoVolta's shares, representing a decrease of -7.14% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	1,582,426	-4.01%
31 Mar, 24	1,648,500	-2.92%
31 Dec, 23	1,698,139	5.12%
30 Sep, 23	1,615,377	14.76%
30 Jun, 23	1,407,612	20.84%
31 Mar, 23	1,164,851	-2.93%
31 Dec, 22	1,200,047	7.02%
30 Sep, 22	1,121,280	5506.40%
30 Jun, 22	20,000	-16.67%
31 Mar, 22	24,000	-
31 Dec, 21	24,000	-
30 Sep, 21	24,000	-23.81%
30 Jun, 21	31,500	65.79%
31 Mar, 21	19,000	-5.00%
31 Dec, 20	20,000	-

NeoVolta (NEOV) has 1.58M shares outstanding as of 30 Jun 24, down -4.01% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	4.76%	19.34%
31 Mar, 24	4.96%	19.00%
31 Dec, 23	5.11%	20.09%
30 Sep, 23	5.04%	27.98%
30 Jun, 23	4.25%	34.39%
31 Mar, 23	3.51%	26.28%
31 Dec, 22	3.66%	24.47%
30 Sep, 22	3.87%	40826.52%
30 Jun, 22	0.10%	695.27%
31 Mar, 22	0.12%	821.50%
31 Dec, 21	0.12%	830.62%
30 Sep, 21	0.12%	387.68%
30 Jun, 21	0.18%	1561.11%
31 Mar, 21	0.11%	849.73%
31 Dec, 20	0.11%	-

As of 30 Jun 24, NeoVolta is held by 4.76% institutional shareholders, representing a 19.34% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	5	25.00%
31 Mar, 24	4	-55.56%
31 Dec, 23	9	80.00%
30 Sep, 23	5	-16.67%
30 Jun, 23	6	-
31 Mar, 23	6	-40.00%
31 Dec, 22	10	-33.33%
30 Sep, 22	15	-
30 Jun, 22	-	-
31 Mar, 22	-	-
31 Dec, 21	-	-100.00%
30 Sep, 21	1	-
30 Jun, 21	1	-
31 Mar, 21	1	-50.00%
31 Dec, 20	2	-

5 institutional shareholders have increased their position in NEOV stock as of 30 Jun 24 compared to 4 in the previous quarter (a 25.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	2	-
31 Mar, 24	2	100.00%
31 Dec, 23	1	-50.00%
30 Sep, 23	2	-50.00%
30 Jun, 23	4	100.00%
31 Mar, 23	2	-
31 Dec, 22	2	-
30 Sep, 22	-	-100.00%
30 Jun, 22	1	-
31 Mar, 22	-	-
31 Dec, 21	-	-
30 Sep, 21	-	-
30 Jun, 21	-	-
31 Mar, 21	-	-
31 Dec, 20	-	-

2 institutional shareholders have reduced their position in NEOV stock as of 30 Jun 24 compared to 2 in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	13	-7.14%	1,582,426	-4.01%	4.76%	19.34%	5	25.00%	2	-
31 Mar, 24	14	-22.22%	1,648,500	-2.92%	4.96%	19.00%	4	-55.56%	2	100.00%
31 Dec, 23	18	20.00%	1,698,139	5.12%	5.11%	20.09%	9	80.00%	1	-50.00%
30 Sep, 23	15	7.14%	1,615,377	14.76%	5.04%	27.98%	5	-16.67%	2	-50.00%
30 Jun, 23	14	-6.67%	1,407,612	20.84%	4.25%	34.39%	6	-	4	100.00%
31 Mar, 23	15	-16.67%	1,164,851	-2.93%	3.51%	26.28%	6	-40.00%	2	-
31 Dec, 22	18	20.00%	1,200,047	7.02%	3.66%	24.47%	10	-33.33%	2	-
30 Sep, 22	15	650.00%	1,121,280	5506.40%	3.87%	40826.52%	15	-	-	-100.00%
30 Jun, 22	2	-	20,000	-16.67%	0.10%	695.27%	-	-	1	-
31 Mar, 22	2	-	24,000	-	0.12%	821.50%	-	-	-	-
31 Dec, 21	2	-	24,000	-	0.12%	830.62%	-	-100.00%	-	-
30 Sep, 21	2	-	24,000	-23.81%	0.12%	387.68%	1	-	-	-
30 Jun, 21	2	100.00%	31,500	65.79%	0.18%	1561.11%	1	-	-	-
31 Mar, 21	1	-50.00%	19,000	-5.00%	0.11%	849.73%	1	-50.00%	-	-
31 Dec, 20	2	-	20,000	-	0.11%	-	2	-	-	-

NeoVolta Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jan 04, 2023	Bond Steve	officer	Chief Financial Officer	M-Exempt	Sell	250,000	-	-	50,000
Jan 04, 2023	Willson Brent	officer	Chief Executive Officer	M-Exempt	Sell	50,000	-	-	100,000
Jul 27, 2022	Willson Brent	director	-		Sell	150,000	-	-	-
Jul 27, 2022	Bond Steve	director, officer	Chief Financial Officer		Sell	-	-	-	500,000
Jul 27, 2022	Bond Steve	director, officer	Chief Financial Officer		Sell	300,000	-	-	-
Jul 27, 2022	Amos James F	director	-		Sell	-	-	-	53,000

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Apr 26, 2024	Johnson Henry Ardes	officer	CEO & President	A-Award	Buy	1,280,000	-	-	1,280,000
Apr 26, 2024	Johnson Henry Ardes	officer	-		Buy	-	-	-	-
Oct 13, 2023	Snow Susan H	director	-	A-Award	Buy	14,250	-	-	14,250
Oct 13, 2023	Hass John A	director	-	A-Award	Buy	20,357	-	-	20,357
Oct 13, 2023	Amos James F	director	-	A-Award	Buy	20,357	-	-	98,357
Jan 04, 2023	Bond Steve	officer	Chief Financial Officer	M-Exempt	Buy	250,000	-	-	750,000
Jan 04, 2023	Bond Steve	officer	Chief Financial Officer	M-Exempt	Sell	250,000	-	-	50,000
Jan 04, 2023	Willson Brent	officer	Chief Executive Officer	M-Exempt	Sell	50,000	-	-	100,000
Jan 04, 2023	Willson Brent	officer	Chief Executive Officer	M-Exempt	Buy	50,000	-	-	50,000
Nov 02, 2022	Amos James F	director	-	A-Award	Buy	25,000	-	-	78,000
Jul 27, 2022	Willson Brent	director	-		Buy	-	-	-	4,000,000
Jul 27, 2022	Willson Brent	director	-		Sell	150,000	-	-	-
Jul 27, 2022	Snow Susan H	director			Buy	-	-	-	-
Jul 27, 2022	Hass John A	director			Buy	-	-	-	-
Jul 27, 2022	Bond Steve	director, officer	Chief Financial Officer		Sell	-	-	-	500,000
Jul 27, 2022	Bond Steve	director, officer	Chief Financial Officer		Sell	300,000	-	-	-
Jul 27, 2022	Amos James F	director	-		Sell	-	-	-	53,000

The last insider sell of NeoVolta's stock was made by Bond Steve on Jan 04 2023, selling 250,000 shares at - per share (valued at -).

NeoVolta Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	1	-	-
Q4 2023	3	-	-
Q1 2023	2	2	100.00%
Q4 2022	1	-	-
Q3 2022	-	4	-

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by NeoVolta's insiders, as of Q2 2024.

Open Market Insider Trades Trend

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

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of NeoVolta's stocks.

NeoVolta Peer Ownership

Ticker	Company
DCFC	Tritium DCFC Limited
AYI	Acuity Brands, Inc.
KE	Kimball Electronics, Inc.
HOLI	Hollysys Automation Technologies Ltd.
AEIS	Advanced Energy Industries, Inc.
ENR	Energizer Holdings, Inc.
PLPC	Preformed Line Products Company

NEOV Ownership FAQ

Who Owns NeoVolta?

NeoVolta is owned by institutional shareholders (4.76%), insiders (14.84%), and public (80.40%). The largest institutional shareholder of NeoVolta is BLACKROCK INC. (1.26% of total shares) and the top mutual fund owner is FIDELITY CONCORD STREET TRUST (0.00% of total shares).

Who are the major institutional shareholders of NeoVolta?

NeoVolta's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, BIP WEALTH, LLC, and STATE STREET CORP. The top five shareholders own together 4.33% of the company's share outstanding.

How many NeoVolta shareholders are there?

As of Jun 2024, there are 13 institutional shareholders of NeoVolta.

What percentage of NeoVolta is owned by BLACKROCK INC?

BLACKROCK INC owns 418.47K shares of NeoVolta, representing 1.26% of the company's total shares outstanding, valued at $1.1M (as of Jun 2024).

What percentage of NeoVolta is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 385.57K shares of NeoVolta (NEOV), compromising 1.16% of the company, valued at $1.02M.

What percentage of NeoVolta is owned by GEODE CAPITAL MANAGEMENT, LLC?

GEODE CAPITAL MANAGEMENT, LLC is the third largest holder of NeoVolta. The company owns 290.9K of the company's shares outstanding (worth $768.17K).