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NeoVolta Inc. hedge fund holdings

NEOVNASDAQ
$3.05+0.53 (+21.03%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

NEOV · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-37.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 202567$3.67M$437K23Aug 14, 2025
Q3 2025116$1.4M$1.37M23Nov 14, 2025
Q4 2025135$2.01M$610K31Feb 14, 2026
Q1 20261717$4.12M$3.3M35May 15, 2026
Q2 20262217$15.4M$3.97M37Aug 14, 2026

Quarterly action breakdown

Q2 2026
37 filers
New position
14
$8.33M+2.64M sh
Increased
8
$7.09M+2.25M sh
Reduced
8
-$2.77M-878K sh
Out / sold
9
-$1.2M-382K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Legacy Wealth Managment, LLCReduce 8.05%-$1.35M$15.4M6.35%Aug 13, 2026
Arosa Capital Management LPNew Buy+$1.01M$1.01M0.18%Aug 14, 2026
683 Capital Management, LLCSell 100%-$524K$00.00%Aug 14, 2026
Mgo One Seven LLCNew Buy+$279K$279K0.00%Jul 31, 2026
OMERS ADMINISTRATION CorpSell 100%-$105K$00.00%Aug 13, 2026
Keel Point, LLCNew Buy+$102K$102K0.01%Aug 14, 2026
Independent Financial Group, LLCNew Buy+$58.5K$58.5K0.00%Jul 15, 2026

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