CEPL Institutional Ownership & Shareholders

Capstone Energy Plus, Inc. (CEPL) is currently held by 11 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $13.66M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.

Aigh Capital Management Llc is currently the largest disclosed institutional shareholder of CEPL tracked by InsiderSet, reporting ownership valued at approximately $13.09M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.68M, representing an estimated loss of -41.29% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed CEPL value among the investors covered in this analysis. Major shareholders include Aigh Capital Management Llc, Act Capital Management, Llc, Verdence Capital Advisors Llc, and several other long-term asset managers with concentrated positions in Capstone Energy Plus, Inc. (CEPL).

This page ranks the largest institutional CEPL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

11

Total Reported Value

$13.66M

Largest Holder

Aigh Capital Management Llc

Largest Position

$13.09M

Insider Transactions (90d)

0

Latest Filing Quarter

Q3 2026

New Institutional Positions

15

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Aigh Capital Management Llc1.49%2,920,812$13,085,238$7,681,736-$5,403,502-41.29%
Act Capital Management, Llc0.17%27,500$253,000$72,325-$180,675-71.41%
Verdence Capital Advisors Llc0.01%35,949$161,052$94,546-$66,506-41.29%
Cushing Asset Management, Lp Dba Nxg Investment Management0.00%20,000$89,600$52,600-$37,000-41.29%
Commonwealth Equity Services, Llc0.00%11,814$52,930$31,071-$21,859-41.30%
Sbi Securities Co., Ltd.0.00%1,975$8,848$5,194-$3,654-41.29%
Accent Capital Management, Llc0.00%925$8,510$2,433-$6,077-71.41%
Laurel Wealth Advisors Llc0.00%50$224$132-$93-41.29%
Shikiar Asset Management Inc0.02%13,300$60$34,979+$34,919+58198.33%
Ifp Advisors, Inc0.00%7$31$18-$13-40.61%
Financial Consulate, Inc0.00%5$23$13-$10-42.83%
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Frequently asked questions about CEPL

  • Who are the largest institutional holders of CEPL?

    The largest institutional holders of CEPL reported in the latest SEC Form 13F filings include Aigh Capital Management Llc, Act Capital Management, Llc, Verdence Capital Advisors Llc, Cushing Asset Management, Lp Dba Nxg Investment Management, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported CEPL position.

  • What is CEPL institutional ownership?

    This page tracks CEPL positions reported by institutional investment managers through SEC Form 13F. Capstone Energy Plus, Inc. (CEPL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own CEPL?

    InsiderSet currently tracks 11 institutional managers reporting CEPL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CEPL shareholders.

  • How much CEPL stock do institutions own?

    Institutional investment managers disclosed approximately $13.66M in CEPL holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was CEPL institutional ownership last updated?

    The latest CEPL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional CEPL holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CEPL position after the reporting date.

  • Are institutions buying or selling CEPL?

    Institutional buying and selling can be analyzed by comparing CEPL positions across consecutive 13F reporting periods. InsiderSet's CEPL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CEPL ownership changes.

  • How has CEPL institutional ownership changed over time?

    InsiderSet tracks CEPL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.