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CBAT — CBAK ENERGY TECHNOLOGY INC

Reported value held$553.21K
Funds holding (latest)13
SectorMiscellaneous
Funds holding (Q2 2026)5
Institutional value$82.71K · 139.77K sh
New / Add / Cut / Exit0 / 3 / 2 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +15.3% (+18.54K sh)
Institutional value change Down -17.5%

As of Q2 2026, 5 SEC-registered investment managers reported holding CBAT (CBAK ENERGY TECHNOLOGY INC) in their latest 13F filings, with a combined reported value of $82.71K across 139.77K shares. That is +15.3% by share count (+18.54K shares) versus the previous quarter, while reported value moved -17.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

CBAT is classified in the Miscellaneous sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Citadel Advisors history Q3 2025 161.84K $144.82K 0.00% Add
Millennium Management history Q3 2024 82.21K $102.76K 0.00% Add
Marshall Wace history Q4 2024 102.30K $96.16K 0.00% New
Invesco Ltd history Q3 2024 73.69K $92.11K 0.00% New
UBS Group AG history Q2 2026 50.73K $30.03K 0.00% Add
Goldman Sachs Group history Q3 2025 30.96K $27.70K 0.00% Reduce
Geode Capital Management history Q2 2026 44.90K $26.56K 0.00% Reduce
Renaissance Technologies history Q2 2026 41.40K $24.49K 0.00% Add
Wells Fargo & Co history Q1 2024 4.70K $4.89K 0.00% New
JPMorgan Chase & Co history Q2 2025 1.11K $1.31K 0.00% New
Citigroup Inc history Q2 2026 1.63K $964 0.00% Reduce
Bank of America Corp history Q4 2025 900 $752 0.00% Hold
Morgan Stanley history Q2 2026 1.11K $659 0.00% Add

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 13 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
UBS Group AG 8.51K 21.22K 19.38K 69.35K — 36.33K 50 1.45K 12.09K — 11.05K 819 — 44.99K 50.10K 48.45K 914 2.50K 24.36K 50.73K
Geode Capital Management 35.34K 35.34K 35.34K 35.34K 60.13K 60.13K 60.13K 60.13K 60.13K 60.13K 60.13K 60.13K 60.13K 60.13K 60.13K 53.15K 53.15K 53.15K 53.15K 44.90K
Renaissance Technologies 639.63K 492.04K 734.03K 350.80K 158.79K 17.41K — — — 50.30K 53.40K — 11.10K — — — 66.35K 121.88K 38.00K 41.40K
Citigroup Inc 77.04K 103.63K 79.54K — — — 4.70K 264 — — — — — 5.19K — 2.84K 4.50K 7.32K 5.49K 1.63K
Morgan Stanley 336.61K 209.81K 100.92K 47.99K 32.99K 42.97K 42.78K 37.69K 20.61K 17.41K 17.41K 17.41K 16.41K 16.41K 16.51K 14.51K 19.31K 1.83K 234 1.11K
Citadel Advisors 432.47K 249.65K 183.44K 187.45K 90.10K 104.70K 68.95K 46.26K 149.38K 123.32K 122.48K 48.37K 28.41K — — 84.52K 161.84K — — —
Goldman Sachs Group 68.02K 46.99K 91.52K — — — — — — — — — — — — 72.56K 30.96K — — —
Bank of America Corp 12.59K 4 — — 900 900 2.75K 1.10K 900 900 900 900 900 900 900 900 900 900 — —
JPMorgan Chase & Co 982.01K 1.21M 1.98K — 4.38K 4.30K — — 17.86K 14.98K — — 1.59K — — 1.11K — — — —
Invesco Ltd 61.94K 68.41K 108.83K — 123.48K 110.42K — — 84.05K — — — 73.69K — — — — — — —
Marshall Wace 60.83K 552.43K 307.81K 398.36K 404.26K 236.61K — — — — — 124.70K — 102.30K — — — — — —
Millennium Management 12.97K 1.01M 499.72K 432.24K 204.55K — — — — — — 60.06K 82.21K — — — — — — —
Wells Fargo & Co — — — — — — — — — — 4.70K — — — — — — — — —

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