| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 4.4% | $5,180,722 | 1,704,185 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 22 Jan 2026 |
As of 31 Dec 2025, 32 institutional investors reported holding 8,542,626 shares of NeoVolta Inc. - Common Stock, par value $0.001 per share (NEOV). This represents 22% of the company’s total 38,296,292 outstanding shares.
The largest institutional shareholders of NeoVolta Inc. - Common Stock, par value $0.001 per share (NEOV) together control 22% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | 15% | 5,669,083 | +3.1% | 8.3% | $17,234,013 |
| VANGUARD GROUP INC | 1.2% | 473,756 | +3.2% | 0% | $1,440,217 |
| Sovran Advisors, LLC | 1.2% | 457,687 | +97% | 0.13% | $1,569,866 |
| BlackRock, Inc. | 1.1% | 434,547 | +2.1% | 0% | $1,321,022 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.86% | 329,747 | +2.9% | 0% | $1,002,962 |
| BIP Wealth, LLC | 0.59% | 226,225 | 0% | 0.02% | $687,724 |
| 683 Capital Management, LLC | 0.51% | 193,798 | 0.05% | $589,146 | |
| STATE STREET CORP | 0.36% | 135,964 | +8.5% | 0% | $413,331 |
| NORTHERN TRUST CORP | 0.3% | 114,913 | +22% | 0% | $349,336 |
| OMERS ADMINISTRATION Corp | 0.2% | 75,600 | 0% | $229,824 | |
| UBS Group AG | 0.17% | 65,860 | -64% | 0% | $200,215 |
| Qube Research & Technologies Ltd | 0.17% | 64,966 | +503% | 0% | $197,497 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.14% | 52,200 | 0% | 0% | $158,688 |
| TRUIST FINANCIAL CORP | 0.11% | 42,416 | 0% | $128,945 | |
| MGO ONE SEVEN LLC | 0.1% | 36,800 | 0% | 0% | $111,872 |
| Point72 Asset Management, L.P. | 0.09% | 33,690 | 0% | $102,418 | |
| MORGAN STANLEY | 0.07% | 25,154 | -19% | 0% | $76,469 |
| Lighthouse Investment Partners, LLC | 0.06% | 24,420 | 0% | $74,237 | |
| MARSHALL WACE, LLP | 0.05% | 19,955 | -76% | 0% | $60,663 |
| JANE STREET GROUP, LLC | 0.05% | 19,690 | -0.17% | 0% | $59,858 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.03% | 12,964 | 0% | 0% | $39,411 |
| Cetera Investment Advisers | 0.03% | 12,500 | 0% | 0% | $38,000 |
| Centennial Wealth Advisory LLC | 0.03% | 10,100 | 0% | 0.01% | $30,704 |
| Tower Research Capital LLC (TRC) | 0.01% | 5,033 | +122% | 0% | $15,300 |
| BARCLAYS PLC | 0.01% | 2,257 | 0% | $6,861 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 8,542,626 | $26,148,615 | +$2,134,213 | $3.04 | 32 |
| 2025 Q3 | 7,864,030 | $34,974,559 | +$4,349,903 | $4.46 | 25 |
| 2025 Q2 | 11,480,590 | $37,944,932 | +$3,273,494 | $3.30 | 23 |
| 2025 Q1 | 5,946,185 | $12,953,745 | -$447,784 | $2.17 | 22 |
| 2024 Q4 | 2,228,674 | $11,488,981 | +$2,361,370 | $5.21 | 28 |
| 2024 Q3 | 1,570,980 | $4,854,093 | -$25,174 | $3.09 | 13 |
| 2024 Q2 | 1,582,426 | $4,177,801 | -$57,791 | $2.64 | 13 |
| 2024 Q1 | 1,648,500 | $1,945,316 | -$108,229 | $1.18 | 14 |
| 2023 Q4 | 1,697,160 | $2,712,735 | +$130,850 | $1.60 | 17 |
| 2023 Q3 | 1,615,377 | $4,022,442 | +$517,071 | $2.49 | 15 |
| 2023 Q2 | 1,407,612 | $4,609,765 | +$797,380 | $3.28 | 14 |
| 2023 Q1 | 1,164,851 | $2,982,289 | -$53,265 | $2.56 | 15 |
| 2022 Q4 | 1,200,047 | $3,348,331 | -$25,445 | $2.79 | 18 |
| 2022 Q3 | 1,122,125 | $5,644,030 | +$5,544,250 | $5.03 | 15 |
| 2022 Q2 | 21,000 | $80,840 | -$24,184 | $3.84 | 3 |
| 2022 Q1 | 27,270 | $157,933 | $5.79 | 3 | |
| 2021 Q4 | 24,000 | $168,000 | $7.00 | 2 | |
| 2021 Q3 | 24,000 | $168,000 | -$47,000 | $7.00 | 2 |
| 2021 Q2 | 31,500 | $207,000 | +$82,000 | $6.57 | 2 |
| 2021 Q1 | 19,000 | $109,000 | +$1,147 | $5.74 | 1 |
| 2020 Q4 | 20,000 | $86,800 | +$86,800 | $4.35 | 2 |