CBAK Energy Ownership | Who Owns CBAK Energy?
CBAK Energy Ownership Summary
CBAK Energy is owned by 2.16% institutional investors, 25.86% insiders, and 71.98% retail investors. Bridgeway capital management is the largest institutional shareholder, holding 0.76% of CBAT shares. EA Bridgeway Omni Small-Cap Value ETF is the top mutual fund, with 0.45% of its assets in CBAK Energy shares.
CBAT Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CBAK Energy | 2.16% | 25.86% | 71.98% |
| Sector | Industrials Stocks | 64.11% | 12.70% | 23.19% |
| Industry | Electrical Equipment Stocks | 41.64% | 18.77% | 39.59% |
| Idea | Electric Vehicle Stocks List | 25.21% | 17.93% | 56.86% |
| Idea | EV Battery Stocks List | 20.46% | 15.46% | 64.08% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bridgeway capital management | 687.13K | 0.76% | $645.90K |
| Empowered funds | 389.19K | 0.43% | $459.24K |
| State street | 266.38K | 0.30% | $364.94K |
| Geode capital management | 60.13K | 0.07% | $56.52K |
| Newedge advisors | 52.52K | 0.06% | $61.98K |
| James investment research | 52.52K | 0.06% | $61.98K |
| Ubs group | 44.99K | 0.05% | $42.30K |
| Group one trading | 37.17K | 0.04% | $34.95M |
| Xtx topco | 34.35K | 0.04% | $40.53K |
| Azzad asset management inc /adv | 24.31K | 0.03% | $28.69K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bridgeway capital management | 687.13K | 0.01% | $645.90K |
| James investment research | 52.52K | 0.01% | $61.98K |
| Empowered funds | 389.19K | 0.01% | $459.24K |
| Azzad asset management inc /adv | 24.31K | 0.00% | $28.69K |
| Xtx topco | 34.35K | 0.00% | $40.53K |
| Trek financial | 14.96K | 0.00% | $17.66K |
| B. riley wealth advisors | 12.20K | 0.00% | $16.71K |
| Empirical financial services, llc d.b.a. empirical wealth management | 10.25K | 0.00% | $12.10K |
| Newedge advisors | 52.52K | 0.00% | $61.98K |
| Hrt financial lp | 14.50K | 0.00% | $17.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 44.99K | - | 44.99K |
| Empowered funds | 389.19K | 0.01% | 33.65K |
| Ameriprise financial | 20.00K | - | 20.00K |
| Bridgeway capital management | 687.13K | 0.01% | 16.79K |
| James investment research | 52.52K | 0.01% | 15.52K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | - | - | -102.30K |
| Millennium management | - | - | -82.21K |
| Invesco | - | - | -73.69K |
| Atticus wealth management | - | - | -47.65K |
| Pfg investments | - | - | -35.25K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Ameriprise financial | 20.00K | - | 20.00K | $18.80K |
| Hrt financial lp | 14.50K | 0.00% | 14.50K | $17.00K |
| Ancora advisors | 760.00 | - | 760.00 | $897.00 |
Sold Out
| Holder | Change |
|---|---|
| Us bancorp \de\ | -100.00 |
| Global wealth strategies & associates | -120.00 |
| Qube research | -178.00 |
| Northwestern mutual wealth management | -250.00 |
| Mather group, llc. | -550.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 28 | 7.69% | 1,939,701 | 4.26% | 2 | 50.39% | 13 | 30.00% | 7 | - |
| Mar 31, 2025 | 26 | -16.13% | 1,860,466 | 0.26% | 2 | 48.60% | 10 | -28.57% | 7 | 75.00% |
| Dec 31, 2024 | 12 | -64.71% | 494,602 | -74.71% | - | 11.63% | 4 | -75.00% | 3 | -40.00% |
| Sep 30, 2024 | 33 | - | 1,943,315 | -2.61% | 2 | 43.90% | 16 | 23.08% | 5 | 25.00% |
| Jun 30, 2024 | 32 | 3.23% | 1,995,190 | 4.14% | 2 | 48.10% | 13 | - | 4 | 33.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| EA Bridgeway Omni Small-Cap Value ETF | 401.72K | 0.45% | - |
| Bridgeway Omni Small-Cap Value N | 285.00K | 0.32% | -75.00K |
| Bridgeway Omni Small-Cap Value | 285.00K | 0.32% | -75.00K |
| SPDR® Portfolio Emerging Markets ETF | 241.80K | 0.27% | - |
| Invesco Golden Dragon China ETF | 72.12K | 0.08% | - |
| Fidelity Nasdaq Composite Index | 53.15K | 0.06% | - |
| SPDR® S&P China ETF | 40.81K | 0.05% | - |
| SPDR® S&P Emerging Markets Small Cap ETF | 13.47K | 0.01% | - |
| Victory Extended Market Index | 9.09K | 0.01% | -142.00 |
| Carbon Collective Climate Sol US Eq ETF | 3.42K | 0.00% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 03, 2020 | Asia EVK New Energy Auto Ltd | - | Buy | $1.03M |
| Jun 03, 2020 | Li Yunfei | CEO | Buy | $990.06K |
| Sep 04, 2019 | Asia EVK New Energy Auto Ltd | - | Buy | $2.91M |
| Sep 04, 2019 | Li Yunfei | CEO | Buy | $3.08M |
| Sep 04, 2019 | Li Dawei | - | Buy | $1.45M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2022 Q2 | - | - |
| 2021 Q2 | - | - |
| 2020 Q2 | 2 | - |
| 2019 Q3 | 3 | - |
| 2019 Q2 | - | - |
CBAT Ownership FAQ
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