NewEdge Advisors’s CBAK Energy Technology Ltd CBAT Stock Holding History

NewEdge Advisors’s Portfolio CBAT Stock Details CBAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43.4K	Hold	52,521	–	–	﹤0.01%	2966
2025 Q4	$43.9K	Hold	52,521	–	–	﹤0.01%	2992
2025 Q3	$47K	Hold	52,521	–	–	﹤0.01%	2845
2025 Q2	$62K	Buy	52,521 +15,521	+42%	+$14K	﹤0.01%	2595
2025 Q1	$29.5K	Hold	37,000	–	–	﹤0.01%	2733
2024 Q4	$34.8K	Sell	37,000 -43,942	-54%	-$43.9K	﹤0.01%	2647
2024 Q3	$101K	Buy	80,942 +43,942	+119%	+$49.3K	﹤0.01%	2189
2024 Q2	$50.7K	Hold	37,000	–	–	﹤0.01%	2339
2024 Q1	$38.5K	Hold	37,000	–	–	﹤0.01%	2398
2023 Q4	$41.1K	Hold	37,000	–	–	﹤0.01%	2288
2023 Q3	$30.3K	Hold	37,000	–	–	﹤0.01%	2251
2023 Q2	$45.1K	Hold	37,000	–	–	﹤0.01%	2114
2023 Q1	$32.6K	Buy	+37,000	New	+$38.5K	﹤0.01%	2171

Other funds holding CBAT

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

NewEdge Advisors's CBAT Position: Q1 2026 in Review

NewEdge Advisors held its CBAK Energy Technology Ltd (CBAT) position steady in Q1 2026 at 52,521 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2966.

NewEdge Advisors first reported a position in CBAT in Q1 2023 and has held it in 13 quarters since. The position peaked at $101K in Q3 2024. 28 funds tracked by Wall St. Rank hold CBAT as of Q1 2026.

NewEdge Advisors held 52,521 shares of CBAK Energy Technology Ltd worth $43.4K as of Q1 2026.
NewEdge Advisors left its CBAK Energy Technology Ltd share count unchanged in Q1 2026.
CBAK Energy Technology Ltd made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2966 holding.
NewEdge Advisors first reported a position in CBAK Energy Technology Ltd in Q1 2023 and has held it in 13 quarters since.
NewEdge Advisors's CBAK Energy Technology Ltd position peaked at $101K in Q3 2024.
28 funds tracked by Wall St. Rank held CBAK Energy Technology Ltd as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.