TwinBeech Capital’s Sunnova Energy NOVA Stock Holding History

TwinBeech Capital’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
2025 Q1	–	Sell	-26,082	Closed	-$89.5K	–	879
2024 Q4	$89.5K	Buy	+26,082	New	+$131K	﹤0.01%	575
2024 Q1	–	Sell	-69,079	Closed	-$1.05M	–	771
2023 Q4	$1.05M	Buy	+69,079	New	+$756K	0.02%	480
2023 Q1	–	Sell	-244,350	Closed	-$4.4M	–	803
2022 Q4	$4.4M	Buy	+244,350	New	+$4.92M	0.08%	280
2022 Q2	–	Sell	-139,030	Closed	-$3.21M	–	656
2022 Q1	$3.21M	Buy	+139,030	New	+$2.98M	0.14%	191

Other funds holding NOVA

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

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

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

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

TwinBeech Capital's NOVA Position: Q1 2025 in Review

TwinBeech Capital sold out of Sunnova Energy (NOVA) in Q1 2025, closing a stake of 26,082 shares — an estimated $89.5K sold.

TwinBeech Capital first reported a position in NOVA in Q1 2022 and held it in 4 quarters. The position peaked at $4.4M in Q4 2022. 161 funds tracked by Wall St. Rank hold NOVA as of Q1 2025.

TwinBeech Capital reported no remaining Sunnova Energy position as of Q1 2025 after selling out during the quarter.
TwinBeech Capital sold 26,082 Sunnova Energy shares in Q1 2025, an estimated $89.5K.
TwinBeech Capital first reported a position in Sunnova Energy in Q1 2022 and held it in 4 quarters.
TwinBeech Capital's Sunnova Energy position peaked at $4.4M in Q4 2022.
161 funds tracked by Wall St. Rank held Sunnova Energy as of Q1 2025.

Based on TwinBeech Capital's 13F filing for Q1 2025, filed 15 May 2025.