NeoVolta Ownership | Who Owns NeoVolta?
NeoVolta Ownership Summary
NeoVolta is owned by 25.69% institutional investors, 14.93% insiders, and 59.38% 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 | 25.69% | 14.93% | 59.38% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
| Industry | Electrical Equipment Stocks | 41.78% | 16.24% | 41.98% |
| Idea | Energy Storage Stocks List | 29.47% | 13.52% | 57.01% |
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 |
| Charles schwab investment management | 12.96K | 0.04% | $34.23K |
| Morgan stanley | 1.00K | 0.00% | $2.64K |
| Riggs asset managment | 600.00 | 0.00% | $1.58K |
| Bank of america corp /de/ | 232.00 | 0.00% | $612.00 |
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 |
| Geode capital management | 290.90K | 0.00% | $768.17K |
| Two sigma securities | - | - | - |
| Bank of america corp /de/ | 232.00 | - | $612.00 |
| Northern trust | 87.12K | - | $229.99K |
| Ci private wealth | - | - | - |
| State street | 143.21K | - | $378.08K |
| Squarepoint ops | - | - | - |
| Charles schwab investment management | 12.96K | - | $34.23K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| 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 |
| Bip wealth | 200.21K | 0.04% | - |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Truist financial | - | - | -65.00K |
| Ci private wealth | - | - | -25.00K |
| Squarepoint ops | - | - | -14.67K |
| Two sigma securities | - | - | -11.27K |
| Tower research capital llc (trc) | - | - | -5.87K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bank of america corp /de/ | 232.00 | - | 232.00 | $612.00 |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -221.00 |
| Tower research capital llc (trc) | -5.87K |
| Two sigma securities | -11.27K |
| Squarepoint ops | -14.67K |
| Ci private wealth | -25.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 15 | 15.38% | 8,540,568 | 439.71% | 25 | 113.33% | 9 | 80.00% | 2 | - |
| 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% |
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% | - |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | - |
| 2023 Q4 | - | - |
| 2023 Q1 | - | - |
| 2022 Q4 | - | - |
| 2022 Q3 | - | - |
NEOV Ownership FAQ
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