Financial Consulate
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Financial Consulate’s Capstone Energy Plus CEPL Stock Holding History

Financial Consulate’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 		$23 Buy
+5
New +$37 ﹤0.01% 1883

Other funds holding CEPL

Shikiar Asset Management
Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Financial Consulate's CEPL Position: Q3 2026 in Review

Financial Consulate opened a new position in Capstone Energy Plus (CEPL) in Q3 2026: 5 shares worth $23. The stake represents ﹤0.01% of the portfolio and ranks #1883 among its holdings.

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

  • Financial Consulate held 5 shares of Capstone Energy Plus worth $23 as of Q3 2026.
  • Capstone Energy Plus was a new Financial Consulate position in Q3 2026.
  • Capstone Energy Plus made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1883 holding.
  • 4 funds tracked by Wall St. Rank held Capstone Energy Plus as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.