Position in CBAT
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$43,592
-$525 QoQ
Shares Held
52,521
0.0% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBAT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026NewEdge Advisors, LLC holds $55,728,647 across 29 Electrical Equipment & Parts names. CBAT ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
119,374 | $29,912,736 | |
| 2 | POWL |
Powell Industries Inc
|
10,818 | $5,853,403 | |
| 3 | EOSE |
Eos Energy Enterprises, Inc.
|
993,639 | $4,928,449 | |
| 4 | KE |
Kimball Electronics, Inc.
|
187,186 | $4,434,436 | |
| 5 | BE |
Bloom Energy Corp
|
31,396 | $4,253,844 | |
| 6 | NVT |
nVent Electric plc
|
21,983 | $2,600,149 | |
| 7 | ENS |
EnerSys
|
5,819 | $1,010,876 | |
| 8 | AYI |
Acuity Inc. (De)
|
2,580 | $722,967 |
All Filings in CBAT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,592 | 52,521 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $44,117 | 52,521 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $46,743 | 52,521 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $61,974 | 52,521 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $29,600 | 37,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $34,780 | 37,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $101,177 | 80,942 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $50,690 | 37,000 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $38,480 | 37,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $38,850 | 37,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $30,340 | 37,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $45,140 | 37,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $32,560 | 37,000 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||