Bank of Montreal’s Sunnova Energy NOVA Stock Holding History

Bank of Montreal’s Portfolio NOVA Stock Details NOVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,200	Closed	-$7.55K	–	3663
2024 Q4	$7.55K	Buy	+2,200	New	+$11K	﹤0.01%	3361

Other funds holding NOVA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of Montreal's NOVA Position: Q1 2025 in Review

Bank of Montreal sold out of Sunnova Energy (NOVA) in Q1 2025, closing a stake of 6,454 shares — an estimated $22.1K sold.

Bank of Montreal first reported a position in NOVA in Q4 2019 and held it in 20 quarters. The position peaked at $2.2M in Q3 2021. 161 funds tracked by Wall St. Rank hold NOVA as of Q1 2025.

Bank of Montreal reported no remaining Sunnova Energy position as of Q1 2025 after selling out during the quarter.
Bank of Montreal sold 6,454 Sunnova Energy shares in Q1 2025, an estimated $22.1K.
Bank of Montreal first reported a position in Sunnova Energy in Q4 2019 and held it in 20 quarters.
Bank of Montreal's Sunnova Energy position peaked at $2.2M in Q3 2021.
161 funds tracked by Wall St. Rank held Sunnova Energy as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.