Creative Planning’s Sunnova Energy NOVA Stock Holding History

Creative Planning’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
2024 Q4	–	Sell	-11,007	Closed	-$107K	–	3650
2024 Q3	$107K	Buy	+11,007	New	+$97.2K	﹤0.01%	3002

Other funds holding NOVA

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

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

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

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

EAM

Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

Creative Planning's NOVA Position: Q4 2024 in Review

Creative Planning sold out of Sunnova Energy (NOVA) in Q4 2024, closing a stake of 11,007 shares — an estimated $107K sold.

Creative Planning first reported a position in NOVA in Q3 2024 and held it in 1 quarter. The position peaked at $107K in Q3 2024. 207 funds tracked by Wall St. Rank hold NOVA as of Q4 2024.

Creative Planning reported no remaining Sunnova Energy position as of Q4 2024 after selling out during the quarter.
Creative Planning sold 11,007 Sunnova Energy shares in Q4 2024, an estimated $107K.
Creative Planning first reported a position in Sunnova Energy in Q3 2024 and held it in 1 quarter.
Creative Planning's Sunnova Energy position peaked at $107K in Q3 2024.
207 funds tracked by Wall St. Rank held Sunnova Energy as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.