PFS Investments’s Sunnova Energy NOVA Stock Holding History

PFS Investments’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
2023 Q2	$2.47M	Buy	134,738 +18,030	+15%	+$306K	0.04%	306
2023 Q1	$1.72M	Buy	116,708 +16,201	+16%	+$283K	0.03%	333
2022 Q4	$1.81M	Buy	100,507 +10,143	+11%	+$204K	0.03%	303
2022 Q3	$2K	Buy	+90,364	New	+$2.19M	0.04%	280
2022 Q1	–	Sell	-55,182	Closed	-$1.54M	–	431
2021 Q4	$1.54M	Buy	55,182 +21,638	+65%	+$780K	0.03%	303
2021 Q3	$1.43M	Buy	33,544 +8,092	+32%	+$286K	0.03%	295
2021 Q2	$927K	Buy	25,452 +16,914	+198%	+$562K	0.02%	304
2021 Q1	$349K	Buy	+8,538	New	+$379K	0.01%	312

Other funds holding NOVA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return

Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PFS Investments's NOVA Position: Q2 2023 in Review

PFS Investments increased its Sunnova Energy (NOVA) stake by 15% in Q2 2023, buying an estimated $306K and bringing the position to 134,738 shares worth $2.47M. The position accounts for 0.04% of the portfolio, ranked #306.

PFS Investments first reported a position in NOVA in Q1 2021 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold NOVA as of Q2 2023.

PFS Investments held 134,738 shares of Sunnova Energy worth $2.47M as of Q2 2023.
PFS Investments bought 18,030 Sunnova Energy shares in Q2 2023, an estimated $306K.
Sunnova Energy made up 0.04% of PFS Investments's portfolio in Q2 2023, its #306 holding.
PFS Investments first reported a position in Sunnova Energy in Q1 2021 and has held it in 8 quarters since.
235 funds tracked by Wall St. Rank held Sunnova Energy as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.