Capstone Energy+CEPL

13F holders, Q4 2024 (December 31)
2holders −1
1new positions
2sold out
$0.00avg. 13F price*

At the end of Q4 2024, 2 institutions reported holding Capstone Energy+ Inc. (CEPL) in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were Ancora Advisors LLC ($0) and Global Wealth Strategies & Associates ($0).

Company
Capstone Energy+ Inc.
CUSIP
14067D607
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 2Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$0
Exits2$0

All 13F filers, Q3 2024 → Q4 2024: 5 shares bought and 2,600 shares sold, net −2,595 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Ancora Advisors LLC 0.00% No change 2 $0
Global Wealth Strategies & Associates 0.00% New 5 $0

"% of holder's portfolio" is CEPL's weight in each manager's 13F, not the share of Capstone Energy+ Inc. the manager owns.