Yaupon Capital Management’s Sunnova Energy NOVA Stock Holding History

Yaupon Capital Management’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 Q2	–	Sell	-896,888	Closed	-$334K	–	134
2025 Q1	$334K	Buy	+896,888	New	+$1.73M	0.02%	86
2024 Q2	–	Sell	-299,392	Closed	-$1.84M	–	121
2024 Q1	$1.84M	Buy	299,392 +20,725	+7%	+$187K	0.09%	96
2023 Q4	$4.25M	Hold	278,667	–	–	0.35%	74
2023 Q3	$2.92M	Buy	278,667 +174,989	+169%	+$2.73M	0.27%	88
2023 Q2	$1.9M	Buy	+103,678	New	+$1.76M	0.24%	70
2022 Q3	–	Sell	-300	Closed	-$6K	–	98
2022 Q2	$6K	Buy	+300	New	+$5.74K	﹤0.01%	68

Other funds holding NOVA

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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $289B AUM 33.63% 1-Year Est. Return

PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Yaupon Capital Management's NOVA Position: Q2 2025 in Review

Yaupon Capital Management sold out of Sunnova Energy (NOVA) in Q2 2025, closing a stake of 896,888 shares — an estimated $334K sold.

Yaupon Capital Management first reported a position in NOVA in Q2 2022 and held it in 6 quarters. The position peaked at $4.25M in Q4 2023. 37 funds tracked by Wall St. Rank hold NOVA as of Q2 2025.

Yaupon Capital Management reported no remaining Sunnova Energy position as of Q2 2025 after selling out during the quarter.
Yaupon Capital Management sold 896,888 Sunnova Energy shares in Q2 2025, an estimated $334K.
Yaupon Capital Management first reported a position in Sunnova Energy in Q2 2022 and held it in 6 quarters.
Yaupon Capital Management's Sunnova Energy position peaked at $4.25M in Q4 2023.
37 funds tracked by Wall St. Rank held Sunnova Energy as of Q2 2025.

Based on Yaupon Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.