Security key
14986C102
CBAK Energy Technology, Inc. - COMMON STOCK, PAR VALUE $0.001 (CBAT)
CUSIP: 14986C102
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / COMMON STOCK, PAR VALUE $0.001
- Shares outstanding
- 89,003,171
- Total 13F shares
- 1,939,687
- Share change
- +67,021
- Total reported value
- $2,288,188
- Price per share
- $1.18
- Number of holders
- 28
- Value change
- +$107,798
- Number of buys
- 12
- Number of sells
- 11
Report period
Q2 2025
Institutions
28
Top holders
10
CBAT full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
CBAK Energy Technology, Inc. SEC filings
CBAK Energy Technology, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 14986C102
Recent filing periods:
Top shareholders of CBAT - CBAK Energy Technology, Inc. - COMMON STOCK, PAR VALUE $0.001 (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.8%
|
715,536
|
$570,354 | — | 31 Mar 2025 | |
| Empowered Funds, LLC |
13F
|
Company |
0.4%
|
355,536
|
$283,398 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.31%
|
275,093
|
$219,277 | — | 31 Mar 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.1%
|
93,249
|
$74,329 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.07%
|
60,126
|
$47,926 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.06%
|
50,104
|
$39,933 | — | 31 Mar 2025 | |
| JAMES INVESTMENT RESEARCH, INC. |
13F
|
Company |
0.04%
|
37,000
|
$29,493 | — | 31 Mar 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.04%
|
37,000
|
$29,493 | — | 31 Mar 2025 | |
| XTX Topco Ltd |
13F
|
Company |
0.04%
|
34,119
|
$27,196 | — | 31 Mar 2025 | |
| Virtu Financial LLC |
13F
|
Company |
0.03%
|
28,963
|
$23,000 | — | 31 Mar 2025 | |
| GROUP ONE TRADING LLC |
13F
|
Company |
0.03%
|
26,342
|
$20,997 | — | 31 Mar 2025 | |
| Larson Financial Group LLC |
13F
|
Company |
0.03%
|
25,000
|
$19,928 | — | 31 Mar 2025 | |
| AZZAD ASSET MANAGEMENT INC /ADV |
13F
|
Company |
0.03%
|
24,312
|
$19,379 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.02%
|
19,999
|
$15,941 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.02%
|
16,514
|
$13,164 | — | 31 Mar 2025 | |
| Trek Financial, LLC |
13F
|
Company |
0.02%
|
14,964
|
$11,928 | — | 31 Mar 2025 | |
| TWO SIGMA SECURITIES, LLC |
13F
|
Company |
0.02%
|
14,059
|
$11,206 | — | 31 Mar 2025 | |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management |
13F
|
Company |
0.01%
|
10,250
|
$8,171 | — | 31 Mar 2025 | |
| SIMPLEX TRADING, LLC |
13F
|
Company |
0.01%
|
7,821
|
$6,000 | — | 31 Mar 2025 | |
| SBI Securities Co., Ltd. |
13F
|
Company |
0.01%
|
6,861
|
$5,469 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.01%
|
4,484
|
$4,000 | — | 31 Mar 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0%
|
2,224
|
$1,778 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0%
|
900
|
$717 | — | 31 Mar 2025 | |
| Sachetta, LLC |
13F
|
Company |
0%
|
10
|
$8 | — | 31 Mar 2025 | |
| Asia EVK New Energy Auto Ltd |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
8,402,615
|
— | — | 01 Jun 2021 | |
| Xiangyu Pei |
3/4/5
|
Director |
—
mixed-class rows
|
150,000
mixed-class rows
|
— | — | 11 Apr 2023 | |
| Zhiguang Hu |
3/4/5
|
CEO |
—
class O/S missing
|
33,638
|
— | — | 24 Oct 2024 | |
| Jiewei Li |
3/4/5
|
CFO |
—
class O/S missing
|
5,000
|
— | — | 22 Aug 2023 |
Institutional Holders of CBAK Energy Technology, Inc. - COMMON STOCK, PAR VALUE $0.001 (CBAT) as of Q2 2025
As of 30 Jun 2025,
CBAK Energy Technology, Inc. - COMMON STOCK, PAR VALUE $0.001 (CBAT) was held by
28 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,939,687 shares.
The largest 10 holders included
BRIDGEWAY CAPITAL MANAGEMENT, LLC, Empowered Funds, LLC, STATE STREET CORP, CITADEL ADVISORS LLC, GOLDMAN SACHS GROUP INC, GEODE CAPITAL MANAGEMENT, LLC, NewEdge Advisors, LLC, JAMES INVESTMENT RESEARCH, INC., UBS Group AG, and XTX Topco Ltd.
This page lists
28
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
24
Q2 2025 holders
28
Holder diff
4
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.