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Capstone Energy+ Inc (CGEH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Aigh Capital Management LLC
NEW
Shares2,920,812
Change+2,920,812
Value$13.1M
Filed 2026-11-02
Geode Capital Management, LLC
NEW
Shares321,119
Change+321,119
Value$1.4M
Filed 2026-11-06
UBS Group AG
NEW
Shares203,274
Change+203,274
Value$910.7K
Filed 2026-11-10
Ballast Asset Management, LP
NEW
Shares196,183
Change+196,183
Value$878.9K
Filed 2026-11-04
Huntleigh Advisors, Inc.
NEW
Shares190,222
Change+190,222
Value$852.2K
Filed 2026-11-03
SEI Investments Co
NEW
Shares61,113
Change+61,113
Value$273.8K
Filed 2026-11-10
Victory Capital Management Inc
NEW
Shares45,125
Change+45,125
Value$202.2K
Filed 2026-11-10
Verdence Capital Advisors LLC
NEW
Shares35,949
Change+35,949
Value$161.1K
Filed 2026-10-26
ACT Capital Partners, L.P.
NEW
Shares27,500
Change+27,500
Value$123.2K
Filed 2026-11-06
Cushing Asset Management, LP dba NXG Investment Management
NEW
Shares20,000
Change+20,000
Value$89.6K
Filed 2026-10-26
Shikiar Asset Management Inc
DECREASED
Shares13,300 from 69,700
Change-56,400 (-81%)
Value$60 (-$640.9K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
NEW
Shares11,814
Change+11,814
Value$52.9K
Filed 2026-11-02
PNC Financial Services Group, Inc.
NEW
Shares10,500
Change+10,500
Value$47.0K
Filed 2026-11-06
Jefferies Financial Group Inc.
NEW
Shares10,000
Change+10,000
Value$44.8K
Filed 2026-11-05
Citigroup Inc
NEW
Shares4,142
Change+4,142
Value$18.6K
Filed 2026-11-04
SBK Financial, Inc.
NEW
Shares2,000
Change+2,000
Value$9.0K
Filed 2026-11-02
SBI Securities Co., Ltd.
NEW
Shares1,975
Change+1,975
Value$8.8K
Filed 2026-10-22
Mcdonald Partners LLC
NEW
Shares1,950
Change+1,950
Value$8.7K
Filed 2026-11-03
Laurel Wealth Advisors LLC
NEW
Shares50
Change+50
Value$224
Filed 2026-10-27
Fortis Group Advisors, LLC
NEW
Shares15
Change+15
Value$67
Filed 2026-11-06
Kingdom Financial Group Llc.
NEW
Shares10
Change+10
Value$45
Filed 2026-11-04
IFP Advisors, Inc
NEW
Shares7
Change+7
Value$31
Filed 2026-10-16
Financial Consulate, Inc
NEW
Shares5
Change+5
Value$23
Filed 2026-10-23
IAG Wealth Partners, LLC
NEW
Shares1
Change+1
Value$4
Filed 2026-11-06
Arlington Trust Co LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-20
ACT Capital Management, LLC
N/A
Shares— from 27,500
Change-27,500 (-100%)
Value—
Accent Capital Management, LLC
N/A
Shares— from 925
Change-925 (-100%)
Value—
Status
Aigh Capital Management LLC
NEW2,920,812—+2,920,812——$13.1M—2026-11-02
Geode Capital Management, LLC
NEW321,119—+321,119——$1.4M—2026-11-06
UBS Group AG
NEW203,274—+203,274——$910.7K—2026-11-10
Ballast Asset Management, LP
NEW196,183—+196,183——$878.9K—2026-11-04
Huntleigh Advisors, Inc.
NEW190,222—+190,222——$852.2K—2026-11-03
SEI Investments Co
NEW61,113—+61,113——$273.8K—2026-11-10
Victory Capital Management Inc
NEW45,125—+45,125——$202.2K—2026-11-10
Verdence Capital Advisors LLC
NEW35,949—+35,949——$161.1K—2026-10-26
ACT Capital Partners, L.P.
NEW27,500—+27,500——$123.2K—2026-11-06
Cushing Asset Management, LP dba NXG Investment Management
NEW20,000—+20,000——$89.6K—2026-10-26
Shikiar Asset Management Inc
DECREASED13,30069,700-56,400-81%$641.0K$60-$640.9K2026-10-20
Commonwealth Equity Services, LLC
NEW11,814—+11,814——$52.9K—2026-11-02
PNC Financial Services Group, Inc.
NEW10,500—+10,500——$47.0K—2026-11-06
Jefferies Financial Group Inc.
NEW10,000—+10,000——$44.8K—2026-11-05
Citigroup Inc
NEW4,142—+4,142——$18.6K—2026-11-04
SBK Financial, Inc.
NEW2,000—+2,000——$9.0K—2026-11-02
SBI Securities Co., Ltd.
NEW1,975—+1,975——$8.8K—2026-10-22
Mcdonald Partners LLC
NEW1,950—+1,950——$8.7K—2026-11-03
Laurel Wealth Advisors LLC
NEW50—+50——$224—2026-10-27
Fortis Group Advisors, LLC
NEW15—+15——$67—2026-11-06
Kingdom Financial Group Llc.
NEW10—+10——$45—2026-11-04
IFP Advisors, Inc
NEW7—+7——$31—2026-10-16
Financial Consulate, Inc
NEW5—+5——$23—2026-10-23
IAG Wealth Partners, LLC
NEW1—+1——$4—2026-11-06
Arlington Trust Co LLC
CLOSED0300-300-100%$2.8K$0-$2.8K2026-10-20
ACT Capital Management, LLC
N/A—27,500-27,500-100%$253.0K———
Accent Capital Management, LLC
N/A—925-925-100%$8.5K———
Showing 27 of 27 institutions