| 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 30 Sep 2025, 25 institutional investors reported holding 7,864,030 shares of NeoVolta Inc. - Common Stock, par value $0.001 per share (NEOV). This represents 21% 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 21% 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 | 14% | 5,499,261 | +20% | 11% | $24,526,704 |
| VANGUARD GROUP INC | 1.2% | 458,988 | +12% | 0% | $2,047,087 |
| BlackRock, Inc. | 1.1% | 425,781 | +1.7% | 0% | $1,898,984 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.84% | 320,362 | +0.24% | 0% | $1,429,635 |
| Sovran Advisors, LLC | 0.61% | 232,171 | +39% | 0.08% | $935,649 |
| BIP Wealth, LLC | 0.59% | 226,225 | 0% | 0.05% | $1,008,964 |
| UBS Group AG | 0.48% | 182,459 | -41% | 0% | $813,767 |
| STATE STREET CORP | 0.33% | 125,264 | +5.9% | 0% | $558,677 |
| NORTHERN TRUST CORP | 0.25% | 94,094 | -24% | 0% | $419,659 |
| MARSHALL WACE, LLP | 0.22% | 83,590 | 0% | $372,809 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.14% | 52,200 | 0% | 0% | $232,812 |
| MGO ONE SEVEN LLC | 0.1% | 36,800 | 0% | $164,128 | |
| MORGAN STANLEY | 0.08% | 30,876 | +760% | 0% | $137,707 |
| JANE STREET GROUP, LLC | 0.05% | 19,724 | -60% | 0% | $87,969 |
| BANK OF AMERICA CORP /DE/ | 0.04% | 14,736 | +4929% | 0% | $65,722 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.03% | 12,964 | 0% | 0% | $57,819 |
| Cetera Investment Advisers | 0.03% | 12,500 | 0% | $55,750 | |
| MILLENNIUM MANAGEMENT LLC | 0.03% | 11,792 | 0% | $52,592 | |
| Qube Research & Technologies Ltd | 0.03% | 10,776 | 0% | $48,061 | |
| Centennial Wealth Advisory LLC | 0.03% | 10,100 | 0% | 0.01% | $45,046 |
| Tower Research Capital LLC (TRC) | 0.01% | 2,266 | +106% | 0% | $10,106 |
| Allworth Financial LP | 0% | 950 | 0% | 0% | $4,237 |
| HARBOUR INVESTMENTS, INC. | 0% | 100 | 0% | 0% | $446 |
| FMR LLC | 0% | 33 | 0% | 0% | $149 |
| CITIGROUP INC | 0% | 18 | 0% | $80 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 6,982,877 | $21,406,444 | +$1,109,158 | $3.04 | 9 |
| 2025 Q3 | 7,864,030 | $34,974,559 | +$4,349,907 | $4.46 | 25 |
| 2025 Q2 | 11,480,590 | $37,944,932 | +$3,273,493 | $3.30 | 23 |
| 2025 Q1 | 5,946,185 | $12,953,745 | -$447,784 | $2.17 | 22 |
| 2024 Q4 | 2,228,674 | $11,488,981 | +$2,361,369 | $5.21 | 28 |
| 2024 Q3 | 1,570,980 | $4,854,093 | -$25,175 | $3.09 | 13 |
| 2024 Q2 | 1,582,426 | $4,177,801 | -$57,792 | $2.64 | 13 |
| 2024 Q1 | 1,648,500 | $1,945,316 | -$108,228 | $1.18 | 14 |
| 2023 Q4 | 1,697,160 | $2,712,735 | +$130,849 | $1.60 | 17 |
| 2023 Q3 | 1,615,377 | $4,022,442 | +$517,071 | $2.49 | 15 |
| 2023 Q2 | 1,407,612 | $4,609,765 | +$797,378 | $3.28 | 14 |
| 2023 Q1 | 1,164,851 | $2,982,289 | -$53,263 | $2.56 | 15 |
| 2022 Q4 | 1,200,047 | $3,348,331 | +$150 | $2.79 | 18 |
| 2022 Q3 | 1,121,025 | $5,638,000 | +$5,543,261 | $5.03 | 13 |
| 2022 Q2 | 20,000 | $77,000 | -$15,467 | $3.83 | 2 |
| 2022 Q1 | 24,000 | $139,000 | $0 | $5.79 | 2 |
| 2021 Q4 | 24,000 | $168,000 | $0 | $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 |