Marshall Wace
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Marshall Wace’s Capstone Energy Plus CEPL Stock Holding History

Marshall Wace’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 		$968K Buy
+215,964
New +$1.58M ﹤0.01% 2214

Other funds holding CEPL

ACM
AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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
Apis Capital Advisors
Apis Capital Advisors New York $708M AUM 153.08% 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

Marshall Wace's CEPL Position: Q3 2026 in Review

Marshall Wace opened a new position in Capstone Energy Plus (CEPL) in Q3 2026: 215,964 shares worth $968K. The stake represents ﹤0.01% of the portfolio and ranks #2214 among its holdings.

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

  • Marshall Wace held 215,964 shares of Capstone Energy Plus worth $968K as of Q3 2026.
  • Capstone Energy Plus was a new Marshall Wace position in Q3 2026.
  • Capstone Energy Plus made up ﹤0.01% of Marshall Wace's portfolio in Q3 2026, its #2214 holding.
  • 50 funds tracked by Wall St. Rank held Capstone Energy Plus as of Q3 2026.

Based on Marshall Wace's 13F filing for Q3 2026, filed 13 Nov 2026.