Sovran Advisors
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Sovran Advisors’s NeoVolta NEOV Stock Holding History

Sovran Advisors’s Portfolio NEOV Stock Details NEOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.99M Buy
1,298,512
+1,274,003
+5,198% +$3.74M 0.21% 132
2026
Q2 		$49.3K Hold
24,509
– – ﹤0.01% 614
2026
Q1 		$63K Sell
24,509
-433,178
-95% -$1.69M ﹤0.01% 578
2025
Q4 		$1.57M Buy
457,687
+225,516
+97% +$952K 0.13% 170
2025
Q3 		$936K Buy
232,171
+65,250
+39% +$289K 0.08% 224
2025
Q2 		$609K Buy
166,921
+250
+0.1% +$717 0.06% 285
2025
Q1 		$353K Buy
166,671
+44,671
+37% +$150K 0.05% 342
2024
Q4 		$514K Buy
+122,000
New +$514K 0.07% 252

Other funds holding NEOV

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sovran Advisors's NEOV Position: Q3 2026 in Review

Sovran Advisors increased its NeoVolta (NEOV) stake by 5,198% in Q3 2026, buying an estimated $3.74M and bringing the position to 1,298,512 shares worth $2.99M. The position accounts for 0.21% of the portfolio, ranked #132.

Sovran Advisors first reported a position in NEOV in Q4 2024 and has held it in 8 quarters since. 25 funds tracked by Wall St. Rank hold NEOV as of Q3 2026.

  • Sovran Advisors held 1,298,512 shares of NeoVolta worth $2.99M as of Q3 2026.
  • Sovran Advisors bought 1,274,003 NeoVolta shares in Q3 2026, an estimated $3.74M.
  • NeoVolta made up 0.21% of Sovran Advisors's portfolio in Q3 2026, its #132 holding.
  • Sovran Advisors first reported a position in NeoVolta in Q4 2024 and has held it in 8 quarters since.
  • 25 funds tracked by Wall St. Rank held NeoVolta as of Q3 2026.

Based on Sovran Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.