Apis Capital Advisors
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Apis Capital Advisors’s Capstone Energy Plus CEPL Stock Holding History

Apis Capital Advisors’s Portfolio CEPL Stock Details CEPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.34M Buy
+300,000
New +$2.2M 0.19% 36

Other funds holding CEPL

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BlackRock
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Bleichroeder LP
Bleichroeder LP New York $1.02B AUM 33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Ballast Asset Management
Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co New York $23.3B AUM 18.7% 1-Year Est. Return
Huntleigh Advisors
Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return

Apis Capital Advisors's CEPL Position: Q3 2026 in Review

Apis Capital Advisors opened a new position in Capstone Energy Plus (CEPL) in Q3 2026: 300,000 shares worth $1.34M. The stake represents 0.19% of the portfolio and ranks #36 among its holdings.

50 funds tracked by Wall St. Rank hold CEPL as of Q3 2026.

  • Apis Capital Advisors held 300,000 shares of Capstone Energy Plus worth $1.34M as of Q3 2026.
  • Capstone Energy Plus was a new Apis Capital Advisors position in Q3 2026.
  • Capstone Energy Plus made up 0.19% of Apis Capital Advisors's portfolio in Q3 2026, its #36 holding.
  • 50 funds tracked by Wall St. Rank held Capstone Energy Plus as of Q3 2026.

Based on Apis Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.