Vanguard Capital Management’s Capstone Energy Plus CEPL Stock Holding History

Vanguard Capital Management’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	$5.67M	Buy	+1,265,911	New	+$9.28M	﹤0.01%	3035

Other funds holding CEPL

ACM

AIGH Capital Management Baltimore, Maryland $992M AUM 516.32% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Bleichroeder LP New York $1.02B AUM 33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Apis Capital Advisors New York $708M AUM 153.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Ballast Asset Management Dallas, Texas $230M AUM 34.36% 1-Year Est. Return

Brown Brothers Harriman & Co New York $23.3B AUM 18.7% 1-Year Est. Return

Huntleigh Advisors St. Louis, Missouri $715M AUM 45.09% 1-Year Est. Return

Vanguard Capital Management's CEPL Position: Q3 2026 in Review

Vanguard Capital Management opened a new position in Capstone Energy Plus (CEPL) in Q3 2026: 1,265,911 shares worth $5.67M. The stake represents ﹤0.01% of the portfolio and ranks #3035 among its holdings.

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

Vanguard Capital Management held 1,265,911 shares of Capstone Energy Plus worth $5.67M as of Q3 2026.
Capstone Energy Plus was a new Vanguard Capital Management position in Q3 2026.
Capstone Energy Plus made up ﹤0.01% of Vanguard Capital Management's portfolio in Q3 2026, its #3035 holding.
50 funds tracked by Wall St. Rank held Capstone Energy Plus as of Q3 2026.

Based on Vanguard Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.