Caldwell Trust’s Sunnova Energy NOVA Stock Holding History

Caldwell Trust’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
2021 Q4	–	Sell	-100	Closed	-$3.29K	–	749
2021 Q3	$3.29K	Hold	100	–	–	﹤0.01%	689
2021 Q2	$3.77K	Buy	+100	New	+$3.33K	﹤0.01%	696

Other funds holding NOVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Caldwell Trust's NOVA Position: Q4 2021 in Review

Caldwell Trust sold out of Sunnova Energy (NOVA) in Q4 2021, closing a stake of 100 shares — an estimated $3.29K sold.

Caldwell Trust first reported a position in NOVA in Q2 2021 and held it in 2 quarters. The position peaked at $3.77K in Q2 2021. 218 funds tracked by Wall St. Rank hold NOVA as of Q4 2021.

Caldwell Trust reported no remaining Sunnova Energy position as of Q4 2021 after selling out during the quarter.
Caldwell Trust sold 100 Sunnova Energy shares in Q4 2021, an estimated $3.29K.
Caldwell Trust first reported a position in Sunnova Energy in Q2 2021 and held it in 2 quarters.
Caldwell Trust's Sunnova Energy position peaked at $3.77K in Q2 2021.
218 funds tracked by Wall St. Rank held Sunnova Energy as of Q4 2021.

Based on Caldwell Trust's 13F filing for Q4 2021, filed 2 Oct 2025.