MIM
NOVA

Merewether Investment Management’s Sunnova Energy NOVA Stock Holding History

Merewether Investment Management’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
Q1 		– Sell
-10,298
Closed -$157K – 54
2023
Q4 		$157K Sell
10,298
-12,300
-54% -$135K 0.01% 45
2023
Q3 		$237K Sell
22,598
-1,781,358
-99% -$27.8M 0.01% 40
2023
Q2 		$33M Sell
1,803,956
-37,439
-2% -$635K 2.4% 18
2023
Q1 		$28.8M Buy
1,841,395
+108,575
+6% +$1.9M 2.55% 16
2022
Q4 		$31.2M Buy
1,732,820
+218,500
+14% +$4.4M 3.05% 15
2022
Q3 		$33.4M Buy
1,514,320
+606,265
+67% +$14.7M 3.35% 15
2022
Q2 		$16.7M Buy
908,055
+447,103
+97% +$8.55M 2.17% 19
2022
Q1 		$10.6M Sell
460,952
-100,400
-18% -$2.15M 1.08% 21
2021
Q4 		$15.7M Sell
561,352
-192,500
-26% -$6.94M 1.66% 22
2021
Q3 		$24.8M Sell
753,852
-91,049
-11% -$3.22M 3.49% 14
2021
Q2 		$31.8M Sell
844,901
-26,583
-3% -$884K 5.6% 6
2021
Q1 		$35.6M Buy
871,484
+98,856
+13% +$4.39M 5.73% 5
2020
Q4 		$34.9M Buy
+772,628
New +$26.8M 8.98% 2

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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $10.8B AUM 38.54% 1-Year Est. Return
NP
Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return
TC
Teilinger Capital Houston, Texas $1.27B AUM 5.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Merewether Investment Management's NOVA Position: Q1 2024 in Review

Merewether Investment Management sold out of Sunnova Energy (NOVA) in Q1 2024, closing a stake of 10,298 shares — an estimated $157K sold.

Merewether Investment Management first reported a position in NOVA in Q4 2020 and held it in 13 quarters. The position peaked at $35.6M in Q1 2021. 231 funds tracked by Wall St. Rank hold NOVA as of Q1 2024.

  • Merewether Investment Management reported no remaining Sunnova Energy position as of Q1 2024 after selling out during the quarter.
  • Merewether Investment Management sold 10,298 Sunnova Energy shares in Q1 2024, an estimated $157K.
  • Merewether Investment Management first reported a position in Sunnova Energy in Q4 2020 and held it in 13 quarters.
  • Merewether Investment Management's Sunnova Energy position peaked at $35.6M in Q1 2021.
  • 231 funds tracked by Wall St. Rank held Sunnova Energy as of Q1 2024.

Based on Merewether Investment Management's 13F filing for Q1 2024, filed 15 May 2024.