ECP
NOVA

Electron Capital Partners’s Sunnova Energy NOVA Stock Holding History

Electron Capital Partners’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
-3,447,218
Closed -$11.8M – 45
2024
Q4 		$11.8M Buy
3,447,218
+35,233
+1% +$176K 0.62% 27
2024
Q3 		$33.2M Buy
3,411,985
+407,047
+14% +$3.6M 1.6% 22
2024
Q2 		$16.8M Buy
3,004,938
+591,514
+25% +$2.81M 0.86% 29
2024
Q1 		$14.8M Sell
2,413,424
-2,504,393
-51% -$22.6M 0.65% 31
2023
Q4 		$75M Sell
4,917,817
-390,867
-7% -$4.28M 3.16% 16
2023
Q3 		$55.6M Buy
5,308,684
+1,593,098
+43% +$24.9M 2.49% 14
2023
Q2 		$68M Buy
3,715,586
+1,320,224
+55% +$22.4M 2.93% 13
2023
Q1 		$37.4M Sell
2,395,362
-984,276
-29% -$17.2M 1.62% 18
2022
Q4 		$60.9M Buy
3,379,638
+781,893
+30% +$15.7M 2.49% 17
2022
Q3 		$57.4M Sell
2,597,745
-470,923
-15% -$11.4M 2.53% 14
2022
Q2 		$56.6M Buy
3,068,668
+2,217,326
+260% +$42.4M 2.66% 14
2022
Q1 		$19.6M Sell
851,342
-515,216
-38% -$11M 0.78% 34
2021
Q4 		$38.2M Sell
1,366,558
-107,333
-7% -$3.87M 1.95% 15
2021
Q3 		$48.5M Sell
1,473,891
-309,631
-17% -$10.9M 2.57% 14
2021
Q2 		$67.2M Buy
1,783,522
+410,121
+30% +$13.6M 3.25% 11
2021
Q1 		$56.1M Sell
1,373,401
-1,029,980
-43% -$45.7M 3.88% 10
2020
Q4 		$108M Sell
2,403,381
-628,886
-21% -$21.8M 7.45% 3
2020
Q3 		$92.2M Buy
+3,032,267
New +$71.9M 6.37% 4
2020
Q1 		– Sell
-46,018
Closed -$514K – 27
2019
Q4 		$514K Buy
+46,018
New +$479K 0.06% 20

Other funds holding NOVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NP
Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
AQR Capital Management
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Electron Capital Partners's NOVA Position: Q1 2025 in Review

Electron Capital Partners sold out of Sunnova Energy (NOVA) in Q1 2025, closing a stake of 3,447,218 shares — an estimated $11.8M sold.

Electron Capital Partners first reported a position in NOVA in Q4 2019 and held it in 19 quarters. The position peaked at $108M in Q4 2020. 161 funds tracked by Wall St. Rank hold NOVA as of Q1 2025.

  • Electron Capital Partners reported no remaining Sunnova Energy position as of Q1 2025 after selling out during the quarter.
  • Electron Capital Partners sold 3,447,218 Sunnova Energy shares in Q1 2025, an estimated $11.8M.
  • Electron Capital Partners first reported a position in Sunnova Energy in Q4 2019 and held it in 19 quarters.
  • Electron Capital Partners's Sunnova Energy position peaked at $108M in Q4 2020.
  • 161 funds tracked by Wall St. Rank held Sunnova Energy as of Q1 2025.

Based on Electron Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.