Carson Wealth (CWM LLC)
NOVA

Carson Wealth (CWM LLC)’s Sunnova Energy NOVA Stock Holding History

Carson Wealth (CWM LLC)’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
Q2 		– Sell
-21,522
Closed -$8K – 5240
2025
Q1 		$8K Buy
21,522
+21,270
+8,440% +$40.9K ﹤0.01% 4229
2024
Q4 		$1K Sell
252
-240
-49% -$1.2K ﹤0.01% 4756
2024
Q3 		$5K Buy
492
+72
+17% +$636 ﹤0.01% 4120
2024
Q2 		$2K Sell
420
-79
-16% -$376 ﹤0.01% 4241
2024
Q1 		$3K Buy
499
+454
+1,009% +$4.09K ﹤0.01% 3861
2023
Q4 		$1K Buy
45
+10
+29% +$110 ﹤0.01% 3990
2023
Q3 		$0 Hold
35
– – ﹤0.01% 4421
2023
Q2 		$1K Sell
35
-47
-57% -$797 ﹤0.01% 4016
2023
Q1 		$1K Sell
82
-358
-81% -$6.25K ﹤0.01% 3880
2022
Q4 		$8K Sell
440
-447
-50% -$9K ﹤0.01% 2944
2022
Q3 		$20K Buy
887
+11
+1% +$267 ﹤0.01% 2227
2022
Q2 		$16K Buy
876
+420
+92% +$8.03K ﹤0.01% 2272
2022
Q1 		$11K Buy
456
+442
+3,157% +$9.46K ﹤0.01% 2426
2021
Q4 		$0 Buy
+14
New +$505 ﹤0.01% 3599

Other funds holding NOVA

NP
Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.3% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NOVA Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Sunnova Energy (NOVA) in Q2 2025, closing a stake of 21,522 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in NOVA in Q4 2021 and held it in 14 quarters. The position peaked at $20K in Q3 2022. 37 funds tracked by Wall St. Rank hold NOVA as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Sunnova Energy position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 21,522 Sunnova Energy shares in Q2 2025, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in Sunnova Energy in Q4 2021 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Sunnova Energy position peaked at $20K in Q3 2022.
  • 37 funds tracked by Wall St. Rank held Sunnova Energy as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.