Kozak & Associates’s Sunnova Energy NOVA Stock Holding History

Kozak & Associates’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 Q3	–	Sell	-1,000	Closed	-$2	–	481
2025 Q2	$2	Buy	+1,000	New	+$225	﹤0.01%	465

Other funds holding NOVA

CIM

CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return

JWM

Jeppson Wealth Management Manhattan Beach, California $319M AUM 27.26% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Kozak & Associates's NOVA Position: Q3 2025 in Review

Kozak & Associates sold out of Sunnova Energy (NOVA) in Q3 2025, closing a stake of 1,000 shares — an estimated $2 sold.

Kozak & Associates first reported a position in NOVA in Q2 2025 and held it in 1 quarter. The position peaked at $2 in Q2 2025. 7 funds tracked by Wall St. Rank hold NOVA as of Q3 2025.

Kozak & Associates reported no remaining Sunnova Energy position as of Q3 2025 after selling out during the quarter.
Kozak & Associates sold 1,000 Sunnova Energy shares in Q3 2025, an estimated $2.
Kozak & Associates first reported a position in Sunnova Energy in Q2 2025 and held it in 1 quarter.
Kozak & Associates's Sunnova Energy position peaked at $2 in Q2 2025.
7 funds tracked by Wall St. Rank held Sunnova Energy as of Q3 2025.

Based on Kozak & Associates's 13F filing for Q3 2025, filed 18 Nov 2025.