IFP Advisors
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IFP Advisors’s Capstone Energy Plus CEPL Stock Holding History

IFP 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 		$31 Buy
+7
New +$51 ﹤0.01% 5104

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
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

IFP Advisors's CEPL Position: Q3 2026 in Review

IFP Advisors opened a new position in Capstone Energy Plus (CEPL) in Q3 2026: 7 shares worth $31. The stake represents ﹤0.01% of the portfolio and ranks #5104 among its holdings.

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

  • IFP Advisors held 7 shares of Capstone Energy Plus worth $31 as of Q3 2026.
  • Capstone Energy Plus was a new IFP Advisors position in Q3 2026.
  • Capstone Energy Plus made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #5104 holding.
  • 4 funds tracked by Wall St. Rank held Capstone Energy Plus as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.