Capstone Energy+ Inc (CGEH)

CUSIP: 14067D607 | NYSE | 33 institutional holders

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13D/A Monarch Alternative Capital LP	19,333,334	39.8%	Unchanged	Oct 23, 2026	Not yet in a 13F
13G/ALytton Laurence W with Lytton-Kambara Foundation	1,746,561	5.4%

Institutional Holders — Q3 2026

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Aigh Capital Management LLC2,920,812

1.3% of portfolio$13.1M

Geode Capital Management, LLC321,119

0.0% of portfolio$1.4M

UBS Group AG203,274

0.0% of portfolio$910.7K

Ballast Asset Management, LP196,183

0.4% of portfolio$878.9K

Huntleigh Advisors, Inc.190,222

0.1% of portfolio$852.2K

SEI Investments Co61,113

0.0% of portfolio$273.8K

Victory Capital Management Inc45,125

0.0% of portfolio$202.2K

Verdence Capital Advisors LLC35,949

0.0% of portfolio$161.1K

ACT Capital Partners, L.P.27,500

0.1% of portfolio$123.2K

Cushing Asset Management, LP dba NXG Investment Management20,000

0.0% of portfolio$89.6K

Shikiar Asset Management Inc13,300

0.0% of portfolio$60

Commonwealth Equity Services, LLC11,814

0.0% of portfolio$52.9K

PNC Financial Services Group, Inc.10,500

0.0% of portfolio$47.0K

Jefferies Financial Group Inc.10,000

0.0% of portfolio$44.8K

Citigroup Inc4,142

0.0% of portfolio$18.6K

SBK Financial, Inc.2,000

0.0% of portfolio$9.0K

SBI Securities Co., Ltd.1,975

0.0% of portfolio$8.8K

Mcdonald Partners LLC1,950

0.0% of portfolio$8.7K

Laurel Wealth Advisors LLC50

0.0% of portfolio$224

Fortis Group Advisors, LLC15

0.0% of portfolio$67

Kingdom Financial Group Llc.10

0.0% of portfolio$45

IFP Advisors, Inc7

0.0% of portfolio$31

Financial Consulate, Inc5

0.0% of portfolio$23

IAG Wealth Partners, LLC1

0.0% of portfolio$4

				Style	Turnover	Location	Filed
Aigh Capital Management LLC	2,920,812	$13.1M	1.3%	GARP	Very High	Baltimore, MD	2026-11-02
Geode Capital Management, LLC	321,119	$1.4M	0.0%	Index	Very Low	Boston, MA	2026-11-06
UBS Group AG	203,274	$910.7K	0.0%	Core	Medium	Zurich, Switzerland	2026-11-10
Ballast Asset Management, LP	196,183	$878.9K	0.4%	Deep Value	Low	Dallas, TX	2026-11-04
Huntleigh Advisors, Inc.	190,222	$852.2K	0.1%	Growth	Medium	St. Louis, MO	2026-11-03
SEI Investments Co	61,113	$273.8K	0.0%	GARP	Low	Oaks, PA	2026-11-10
Victory Capital Management Inc	45,125	$202.2K	0.0%	Core	Medium	San Antonio, TX	2026-11-10
Verdence Capital Advisors LLC	35,949	$161.1K	0.0%	Core	Medium	Hunt Valley, MD	2026-10-26
ACT Capital Partners, L.P.	27,500	$123.2K	0.1%	Growth	N/A	Wayne, PA	2026-11-06
Cushing Asset Management, LP dba NXG Investment Management	20,000	$89.6K	0.0%	Yield	Medium	Dallas, TX	2026-10-26
Shikiar Asset Management Inc	13,300	$60	0.0%	Core	Medium	New York, NY	2026-10-20
Commonwealth Equity Services, LLC	11,814	$52.9K	0.0%	ETF	Low	Waltham, MA	2026-11-02
PNC Financial Services Group, Inc.	10,500	$47.0K	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Jefferies Financial Group Inc.	10,000	$44.8K	0.0%	Core	Very High	New York, NY	2026-11-05
Citigroup Inc	4,142	$18.6K	0.0%	Core	Medium	New York, NY	2026-11-04
SBK Financial, Inc.	2,000	$9.0K	0.0%	ETF	Low	Richmond, VA	2026-11-02
SBI Securities Co., Ltd.	1,975	$8.8K	0.0%	Growth	Low	Tokyo, Mexico	2026-10-22
Mcdonald Partners LLC	1,950	$8.7K	0.0%	Core	Low	Cleveland, OH	2026-11-03
Laurel Wealth Advisors LLC	50	$224	0.0%	Core	Very Low	Charlotte, NC	2026-10-27
Fortis Group Advisors, LLC	15	$67	0.0%	ETF	High	Westwood, NJ	2026-11-06
Kingdom Financial Group Llc.	10	$45	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
IFP Advisors, Inc	7	$31	0.0%	Core	Low	Tampa, FL	2026-10-16
Financial Consulate, Inc	5	$23	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
IAG Wealth Partners, LLC	1	$4	0.0%	ETF	Very Low	Waukesha, WI	2026-11-06