NEOVNasdaqMiscellaneous Electrical Machinery, Equipment & SuppliesFiscal year ends June 30Also trades as NEOVW
NeoVolta Inc.
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Sep 23, 2026
$2.15−0.03 (-1.37%)
Close on Oct 19, 2026
- Market cap
- $103.15M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
15M
Shares held, 13F filers
Institutional holders
40
17 new, 13 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
3 buys · 0 sales
Net bought $231.80K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Infinite Grid Capital, LP | 4,500,000 | 7.60% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of NEOV | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | 4,896,515 | – | $15.42M | −428,509 | 6.35% |
| Marshall Wace, Llp | 1,975,423 | – | $6.22M | +1,849,432 | 0.00% |
| Vanguard Capital Management LLC | 1,948,140 | – | $6.14M | +262,219 | 0.00% |
| AWM Investment Company, Inc. | 1,645,557 | – | $5.18M | New | 0.45% |
| Alyeska Investment Group, L.P. | 1,550,000 | – | $4.88M | New | 0.01% |
| BlackRock, Inc. | 518,297 | – | $1.63M | +27,281 | 0.00% |
| Geode Capital Management, LLC | 438,387 | – | $1.38M | +67,169 | 0.00% |
| Arosa Capital Management LP | 320,000 | – | $1.01M | New | 0.18% |
| Renaissance Technologies LLC | 263,751 | – | $830.82K | New | 0.00% |
| Vanguard Fiduciary Trust Co | 219,931 | – | $692.78K | −13,684 | 0.00% |
| BIP Wealth, LLC | 214,159 | – | $674.60K | – | 0.02% |
| Hrt Financial LP | 178,411 | – | $561 | New | 0.00% |
| UBS Group AG | 173,800 | – | $547.47K | −65,128 | 0.00% |
| Citadel Advisors LLC | 158,461 | – | $499.15K | New | 0.00% |
| State Street Corp | 149,164 | – | $469.87K | – | 0.00% |
| Scientech Research LLC | 107,676 | – | $339.18K | New | 0.27% |
| Mgo One Seven LLC | 88,500 | – | $278.78K | New | 0.00% |
| Northern Trust Corp | 84,514 | – | $266.22K | −29,816 | 0.00% |
| Raymond James Financial Inc | 38,790 | – | $122.19K | New | 0.00% |
| Centiva Capital, LP | 32,996 | – | $103.94K | New | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | 15M | 17 / 8 | 8 / 13 | 7M | 2M |
| Q1 2026 | 36 | 10M | 14 / 7 | 10 / 9 | 4M | 1M |
| Q4 2025 | 33 | 9M | 10 / 10 | 5 / 2 | 1M | 0M |
| Q3 2025 | 25 | 8M | 6 / 9 | 3 / 3 | 1M | 0M |
| Q2 2025 | 23 | 11M | 3 / 6 | 7 / 3 | 6M | 0M |
| Q1 2025 | 23 | 6M | 3 / 9 | 5 / 9 | 0M | 0M |
| Q4 2024 | 30 | 9M | 16 / 10 | 2 / 1 | 1M | 0M |
| Q3 2024 | 15 | 9M | 6 / 3 | 2 / 4 | 7M | 0M |
| Q2 2024 | 14 | 2M | 2 / 4 | 3 / 3 | 0M | 0M |
| Q1 2024 | 15 | 2M | 3 / 2 | 3 / 7 | 0M | 0M |
| Q4 2023 | 19 | 2M | 4 / 7 | 1 / 0 | 0M | 0M |
| Q3 2023 | 15 | 2M | 2 / 3 | 2 / 1 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of NEOV | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,485,500 | – | $4.68M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 374,101 | – | $1.18M | 0.00% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 173,216 | – | $337.77K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 116,358 | – | $366.53K | 0.02% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 54,077 | – | $105.45K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 49,898 | – | $97.30K | 0.00% | May 31, 2026 |
| Fidelity Nasdaq Composite Index Fund | 26,577 | – | $51.83K | 0.00% | May 31, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 25,063 | – | $78.95K | 0.00% | Jun 30, 2026 |
| Vanguard Balanced Index Fund | 22,341 | – | $70.37K | 0.00% | Jun 30, 2026 |
| Fidelity ZERO Total Market Index Fund | 16,578 | – | $34.98K | 0.00% | Jul 31, 2026 |
| Fidelity ZERO Extended Market Index Fund | 13,694 | – | $28.89K | 0.00% | Jul 31, 2026 |
| 1290 VT Micro Cap Portfolio | 7,943 | – | $25.02K | 0.01% | Jun 30, 2026 |
| Fidelity Flex Small Cap Index Fund | 6,417 | – | $13.54K | 0.00% | Jul 31, 2026 |
| VIP Extended Market Index Portfolio | 2,325 | – | $7.32K | 0.00% | Jun 30, 2026 |
| VIP Total Market Index Portfolio | 795 | – | $2.50K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Steve Bond | Executive Vice President, Director | 840,000 | Jun 2, 2026 |
| Henry Ardes Johnson | CEO & President, Director | – | Feb 25, 2026 |
| Jing Nealis | Chief Financial Officer | – | May 19, 2026 |
| Thomas Enzendorfer | Chief Technology Officer | 142,080 | Mar 23, 2026 |
| Amany Ibrahim | Chief Operating Officer | 37,500 | Mar 23, 2026 |
| Michael Mendik | Chief Operating Officer | – | Jan 15, 2025 |
| John A. Hass | Director | 101,190 | Jun 12, 2026 |
| Chandler G. Weeks | Director | 70,000 | Jan 15, 2025 |
| Brent Willson | 10% owner | 3,600,000 | Oct 10, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John A. Hass Director | Jun 11, 2026 | Buy | +25,000 | $1.92 | $48.00K | 101,190 |
| Steve Bond Executive Vice President, Director | Jun 1, 2026 | Buy | +43,000 | $1.99 | $85.57K | 840,000 |
| Steve Bond Executive Vice President, Director | May 19, 2026 | Buy | +47,000 | $2.09 | $98.23K | 797,000 |
| Amany Ibrahim Chief Operating Officer | Mar 19, 2026 | Option exercise | +37,500 | – | – | 37,500 |
| Thomas Enzendorfer Chief Technology Officer | Mar 19, 2026 | Option exercise | +37,500 | – | – | 37,500 |
| Brent Willson 10% owner | Oct 8, 2025 | Sale | −500,000 | $0.01 | $5.00K | 3,550,000 |
| John A. Hass Director | Oct 18, 2024 | Award | +36,609 | – | – | 56,966 |
| James F. Amos Director | Oct 18, 2024 | Award | +36,609 | – | – | 134,966 |
| Susan H. Snow Director | Oct 18, 2024 | Award | +25,626 | – | – | 25,626 |
| Susan H. Snow Director | Oct 11, 2023 | Award | +14,250 | – | – | 14,250 |
| John A. Hass Director | Oct 11, 2023 | Award | +20,357 | – | – | 20,357 |
| Susan H. Snow Director | Oct 11, 2023 | Award | +14,250 | – | – | 14,250 |
| James F. Amos Director | Oct 11, 2023 | Award | +20,357 | – | – | 98,357 |
| Steve Bond Chief Financial Officer, Director | Jan 1, 2023 | Option exercise | +250,000 | – | – | 750,000 |
| Brent Willson Chief Executive Officer, Director | Jan 1, 2023 | Option exercise | +50,000 | – | – | 50,000 |
| James F. Amos Director | Oct 28, 2022 | Award | +25,000 | – | – | 78,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.