UBS Group
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UBS Group’s Capstone Energy Plus CEPL Stock Holding History

UBS Group’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 		$911K Buy
+203,274
New +$1.49M ﹤0.01% 5732

Other funds holding CEPL

ACM
AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ballast Asset Management
Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return
Huntleigh Advisors
Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
ACPLP
ACT Capital Partners, L.P. Wayne, Pennsylvania $154M AUM
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Shikiar Asset Management
Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return

UBS Group's CEPL Position: Q3 2026 in Review

UBS Group opened a new position in Capstone Energy Plus (CEPL) in Q3 2026: 203,274 shares worth $911K. The stake represents ﹤0.01% of the portfolio and ranks #5732 among its holdings.

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

  • UBS Group held 203,274 shares of Capstone Energy Plus worth $911K as of Q3 2026.
  • Capstone Energy Plus was a new UBS Group position in Q3 2026.
  • Capstone Energy Plus made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #5732 holding.
  • 24 funds tracked by Wall St. Rank held Capstone Energy Plus as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.