N
VIA

Nuveen’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

Nuveen’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
Q1 		– Sell
-8,681
Closed -$282K – 3147
2022
Q4 		$282K Sell
8,681
-1,702
-16% -$53.5K ﹤0.01% 2997
2022
Q3 		$359K Sell
10,383
-913
-8% -$36.1K ﹤0.01% 3022
2022
Q2 		$433K Buy
11,296
+612
+6% +$24K ﹤0.01% 3054
2022
Q1 		$440K Buy
10,684
+137
+1% +$7.27K ﹤0.01% 3050
2021
Q4 		$603K Sell
10,547
-900
-8% -$50.7K ﹤0.01% 3019
2021
Q3 		$589K Sell
11,447
-163
-1% -$9.04K ﹤0.01% 3137
2021
Q2 		$658K Sell
11,610
-813
-7% -$43.4K ﹤0.01% 3126
2021
Q1 		$663K Sell
12,423
-374
-3% -$20.2K ﹤0.01% 3026
2020
Q4 		$613K Buy
12,797
+70
+0.6% +$3.23K ﹤0.01% 2984
2020
Q3 		$529K Hold
12,727
– – ﹤0.01% 2940
2020
Q2 		$450K Sell
12,727
-2,080
-14% -$74.5K ﹤0.01% 2942
2020
Q1 		$464K Buy
14,807
+1,718
+13% +$75.4K ﹤0.01% 2800
2019
Q4 		$604K Sell
13,089
-189
-1% -$9.46K ﹤0.01% 2864
2019
Q3 		$701K Sell
13,278
-220
-2% -$11.6K ﹤0.01% 2835
2019
Q2 		$755K Buy
+13,498
New +$674K ﹤0.01% 2855
2017
Q1 		– Sell
-5,124
Closed -$388K – 1498
2016
Q4 		$388K Sell
5,124
-203
-4% -$13.6K ﹤0.01% 1366
2016
Q3 		$388K Buy
+5,327
New +$371K ﹤0.01% 1285

Other funds holding VIA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Nuveen's VIA Position: Q1 2023 in Review

Nuveen sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q1 2023, closing a stake of 8,681 shares — an estimated $282K sold.

Nuveen first reported a position in VIA in Q3 2016 and held it in 17 quarters. The position peaked at $755K in Q2 2019. 45 funds tracked by Wall St. Rank hold VIA as of Q1 2023.

  • Nuveen reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q1 2023 after selling out during the quarter.
  • Nuveen sold 8,681 Via Renewables, Inc. Class A Common Stock shares in Q1 2023, an estimated $282K.
  • Nuveen first reported a position in Via Renewables, Inc. Class A Common Stock in Q3 2016 and held it in 17 quarters.
  • Nuveen's Via Renewables, Inc. Class A Common Stock position peaked at $755K in Q2 2019.
  • 45 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q1 2023.

Based on Nuveen's 13F filing for Q1 2023, filed 15 May 2023.