VAN NUYS, CA
CAPSTONE ENERGY PLUS, INC.CEPL— Latest position per institution from SEC 13F filings
15
Institutional holders
103.09K
Total shares held
524.35K
Estimated value
6.44K
Avg. position size
VERDENCE CAPITAL ADVISORS LLC
CIK 1719305
Shares
35.95K
Value
161.05K
Filed
Sep 30, 2026
ACT CAPITAL MANAGEMENT, LLC
CIK 1442273
Shares
27.50K
Value
253K
Filed
Jun 30, 2026
CUSHING ASSET MANAGEMENT, LP DBA NXG INVESTMENT MANAGEMENT
CIK 1329375
Shares
20K
Value
89.60K
Filed
Sep 30, 2026
SHIKIAR ASSET MANAGEMENT INC
CIK 1058022
Shares
13.30K
Value
60.00
Filed
Sep 30, 2026
SBI SECURITIES CO., LTD.
CIK 1851815
Shares
1.98K
Value
8.85K
Filed
Sep 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 819864
Shares
1.60K
Value
0.00
Filed
Sep 30, 2024
EVERSOURCE WEALTH ADVISORS, LLC
CIK 1710537
Shares
1K
Value
0.00
Filed
Sep 30, 2024
ACCENT CAPITAL MANAGEMENT, LLC
CIK 2014179
Shares
925.00
Value
8.51K
Filed
Jun 30, 2026
ADVISORY SERVICES NETWORK, LLC
CIK 1573876
Shares
401.00
Value
0.00
Filed
Dec 31, 2023
ARLINGTON TRUST CO LLC
CIK 1997685
Shares
300.00
Value
2.76K
Filed
Jun 30, 2026
KERR FINANCIAL PLANNING CORP
CIK 2095947
Shares
75.00
Value
237.00
Filed
Sep 30, 2025
LAUREL WEALTH ADVISORS LLC
CIK 1757128
Shares
50.00
Value
224.00
Filed
Sep 30, 2026
IFP ADVISORS, INC
CIK 1641866
Shares
7.00
Value
31.00
Filed
Sep 30, 2026
GLOBAL WEALTH STRATEGIES & ASSOCIATES
CIK 1912297
Shares
5.00
Value
0.00
Filed
Dec 31, 2024
FINANCIAL CONSULATE, INC
CIK 1624510
Shares
5.00
Value
23.00
Filed
Sep 30, 2026
ANCORA ADVISORS LLC
CIK 1446114
Shares
2.00
Value
2.00
Filed
Jun 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | VERDENCE CAPITAL ADVISORS LLC | 1719305 | 35.95K | 161.05K | Sep 30, 2026 |
| 2 | ACT CAPITAL MANAGEMENT, LLC | 1442273 | 27.50K | 253K | Jun 30, 2026 |
| 3 | CUSHING ASSET MANAGEMENT, LP DBA NXG INVESTMENT MANAGEMENT | 1329375 | 20K | 89.60K | Sep 30, 2026 |
| 4 | SHIKIAR ASSET MANAGEMENT INC | 1058022 | 13.30K | 60.00 | Sep 30, 2026 |
| 5 | SBI SECURITIES CO., LTD. | 1851815 | 1.98K | 8.85K | Sep 30, 2026 |
| 6 | CREATIVE FINANCIAL DESIGNS INC /ADV | 819864 | 1.60K | 0.00 | Sep 30, 2024 |
| 7 | EVERSOURCE WEALTH ADVISORS, LLC | 1710537 | 1K | 0.00 | Sep 30, 2024 |
| 8 | ACCENT CAPITAL MANAGEMENT, LLC | 2014179 | 925.00 | 8.51K | Jun 30, 2026 |
| 9 | ADVISORY SERVICES NETWORK, LLC | 1573876 | 401.00 | 0.00 | Dec 31, 2023 |
| 10 | ARLINGTON TRUST CO LLC | 1997685 | 300.00 | 2.76K | Jun 30, 2026 |
| 11 | KERR FINANCIAL PLANNING CORP | 2095947 | 75.00 | 237.00 | Sep 30, 2025 |
| 12 | LAUREL WEALTH ADVISORS LLC | 1757128 | 50.00 | 224.00 | Sep 30, 2026 |
| 13 | IFP ADVISORS, INC | 1641866 | 7.00 | 31.00 | Sep 30, 2026 |
| 14 | GLOBAL WEALTH STRATEGIES & ASSOCIATES | 1912297 | 5.00 | 0.00 | Dec 31, 2024 |
| 15 | FINANCIAL CONSULATE, INC | 1624510 | 5.00 | 23.00 | Sep 30, 2026 |
| 16 | ANCORA ADVISORS LLC | 1446114 | 2.00 | 2.00 | Jun 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.