Nisa Investment Advisors
VIA

Nisa Investment Advisors’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Nisa Investment Advisors’s Portfolio VIA Stock Details VIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,063
Closed -$130K – 2889
2023
Q1 		$130K Sell
7,063
-1,199
-15% -$33.8K ﹤0.01% 1425
2022
Q4 		$211K Buy
8,262
+400
+5% +$12.6K ﹤0.01% 1360
2022
Q3 		$272K Hold
7,862
– – ﹤0.01% 1198
2022
Q2 		$301K Buy
7,862
+3,146
+67% +$124K ﹤0.01% 1198
2022
Q1 		$194K Sell
4,716
-40
-0.8% -$2.12K ﹤0.01% 1387
2021
Q4 		$272K Sell
4,756
-1,144
-19% -$64.5K ﹤0.01% 1180
2021
Q3 		$301 Buy
5,900
+40
+0.7% +$2.22K ﹤0.01% 1276
2021
Q2 		$332 Hold
5,860
– – ﹤0.01% 1253
2021
Q1 		$313 Buy
5,860
+4,000
+215% +$216K ﹤0.01% 1321
2020
Q4 		$89K Hold
1,860
– – ﹤0.01% 1787
2020
Q3 		$77K Hold
1,860
– – ﹤0.01% 1633
2020
Q2 		$66K Sell
1,860
-800
-30% -$28.7K ﹤0.01% 1535
2020
Q1 		$83K Sell
2,660
-780
-23% -$34.2K ﹤0.01% 1422
2019
Q4 		$159K Sell
3,440
-2,300
-40% -$115K ﹤0.01% 1363
2019
Q3 		$303K Buy
5,740
+100
+2% +$5.27K ﹤0.01% 1233
2019
Q2 		$316K Hold
5,640
– – ﹤0.01% 1206
2019
Q1 		$251K Buy
5,640
+2,096
+59% +$91.7K ﹤0.01% 1251
2018
Q4 		$132K Buy
3,544
+100
+3% +$4.16K ﹤0.01% 1327
2018
Q3 		$142K Buy
3,444
+1,160
+51% +$51.1K ﹤0.01% 1366
2018
Q2 		$111K Buy
2,284
+2,200
+2,619% +$119K ﹤0.01% 1355
2018
Q1 		$5K Sell
84
-3,920
-98% -$209K ﹤0.01% 1801
2017
Q4 		$248K Buy
4,004
+1,200
+43% +$78.9K ﹤0.01% 1213
2017
Q3 		$210K Hold
2,804
– – ﹤0.01% 1239
2017
Q2 		$300K Hold
2,804
– – ﹤0.01% 1144
2017
Q1 		$224K Buy
2,804
+2,644
+1,653% +$186K ﹤0.01% 1228
2016
Q4 		$12K Sell
160
-2,160
-93% -$144K ﹤0.01% 1776
2016
Q3 		$169K Buy
2,320
+2,160
+1,350% +$150K ﹤0.01% 1256
2016
Q2 		$13K Buy
+160
New +$11.3K ﹤0.01% 1749

Other funds holding VIA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nisa Investment Advisors's VIA Position: Q2 2023 in Review

Nisa Investment Advisors sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q2 2023, closing a stake of 7,063 shares — an estimated $130K sold.

Nisa Investment Advisors first reported a position in VIA in Q2 2016 and held it in 28 quarters. The position peaked at $316K in Q2 2019. 36 funds tracked by Wall St. Rank hold VIA as of Q2 2023.

  • Nisa Investment Advisors reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
  • Nisa Investment Advisors sold 7,063 Via Renewables, Inc. Class A Common Stock shares in Q2 2023, an estimated $130K.
  • Nisa Investment Advisors first reported a position in Via Renewables, Inc. Class A Common Stock in Q2 2016 and held it in 28 quarters.
  • Nisa Investment Advisors's Via Renewables, Inc. Class A Common Stock position peaked at $316K in Q2 2019.
  • 36 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q2 2023.

Based on Nisa Investment Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.