Signals

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☆CEPL

5 in-universe funds with a nonzero position in CEPL within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#3302
Score / z0.000 / -0.02
Consensus1.74 over 4 funds
Momentumnot computed

Price & positioning

28 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 4
FiledFormItems
2026-08-21 8-K 5.07
2026-08-12 8-K 2.02, 9.01
2026-07-07 8-K 7.01, 9.01
2026-06-25 8-K 2.02, 9.01
2026-05-18 8-K 7.01, 9.01
2026-04-30 8-K 5.03, 9.01
2026-04-23 8-K 5.02, 9.01
2026-04-01 8-K 5.03, 7.01, 9.01
2026-03-30 8-K 1.01, 3.02, 5.02, 5.03, 7.01, 9.01
2026-02-12 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 5
FiledFormFiler
2026-08-07 424B5 Capstone Energy Plus, Inc.
2026-07-24 S-3/A Capstone Energy Plus, Inc.
2026-07-07 S-3 Capstone Energy Plus, Inc.
2026-04-28 S-3 Capstone Energy Plus, Inc.
2026-04-13 D Capstone Energy Plus, Inc.
2025-12-10 D Capstone Energy Plus, Inc.
2022-08-22 424B5 Capstone Energy Plus, Inc.
2022-08-18 424B5 Capstone Energy Plus, Inc.
2021-06-22 424B5 Capstone Energy Plus, Inc.
2021-06-17 424B5 Capstone Energy Plus, Inc.
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆SHIKIAR ASSET MANAGEMENT INC CIK 0001058022 0.376 113 0.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ACT CAPITAL MANAGEMENT, LLC CIK 0001442273 0.181 62 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CEPL). Qtrs Held counts distinct quarters this fund has actually held CEPL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CEPL position size. Δ columns are the percentage-point change in CEPL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status