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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sovran Advisors's NEOV Position: Q2 2026 in Review

Sovran Advisors held its NeoVolta (NEOV) position steady in Q2 2026 at 24,509 shares worth $49.3K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Sovran Advisors first reported a position in NEOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.57M in Q4 2025. 14 funds tracked by Wall St. Rank hold NEOV as of Q2 2026.

  • Sovran Advisors held 24,509 shares of NeoVolta worth $49.3K as of Q2 2026.
  • Sovran Advisors left its NeoVolta share count unchanged in Q2 2026.
  • NeoVolta made up ﹤0.01% of Sovran Advisors's portfolio in Q2 2026, its #614 holding.
  • Sovran Advisors first reported a position in NeoVolta in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's NeoVolta position peaked at $1.57M in Q4 2025.
  • 14 funds tracked by Wall St. Rank held NeoVolta as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.