Security key
14067D607
Capstone Energy Plus, Inc. - Voting Common Stock, par value $0.001 per share (CGEH)
CUSIP: 14067D607
Q4 2025 13F Holders as of 31 Dec 2025
- Type / Class
- Equity / Voting Common Stock, par value $0.001 per share
- Shares outstanding
- 45,922,409
- Total 13F shares
- 21,000
- Share change
- +20,925
- Total reported value
- $106,000
- Price per share
- $5.05
- Number of holders
- 1
- Value change
- +$105,763
- Number of buys
- 1
- Number of sells
- 1
Report period
Q4 2025
Institutions
1
Top holders
1
CGEH full security history
Newer quarter: Q1 2026
Previous quarter: Q3 2025
Capstone Green Energy Holdings, Inc. SEC filings
Capstone Green Energy Holdings, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 14067D607
Recent filing periods:
Top shareholders of CGEH - Capstone Energy Plus, Inc. - Voting Common Stock, par value $0.001 per share (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Orin Hirschman |
13D/G
|
— |
9.9%
|
2,280,000
|
$11,508,528 | $0 | 31 Dec 2025 | |
| Laurence W. Lytton |
13D/G
|
LYTTON LAURENCE W |
7.7%
|
1,771,404
|
$8,941,339 | $0 | 25 Nov 2025 | |
| Reporting Person Darren R. Jamison |
3/4/5
|
President & CEO, Director |
—
class O/S missing
|
384,625
|
$488,474 | — | 13 Apr 2023 | |
| John J. Juric |
3/4/5
|
Chief Financial Officer |
0.37%
|
171,347
|
$459,209 | — | 30 Sep 2025 | |
| Reporting Person Robert F. Powelson |
3/4/5
|
Director |
0.18%
|
80,867
|
$161,734 | +$25,000 | 25 Nov 2025 | |
| Reporting Person Frederick S. Hencken |
3/4/5
|
Chief Financial Officer |
—
class O/S missing
|
87,513
|
$111,142 | — | 13 Apr 2022 | |
| Reporting Person John P. Miller |
3/4/5
|
Interim CFO, Director |
0.11%
|
51,807
|
$103,614 | +$50,000 | 25 Nov 2025 | |
| Yon Jorden |
3/4/5
|
Director |
—
class O/S missing
|
74,197
|
$94,230 | — | 07 Dec 2023 | |
| Robert C. Flexon |
3/4/5
|
Director |
0.17%
|
78,605
|
$85,679 | — | 12 Aug 2025 | |
| Reporting Person James D. Crouse |
3/4/5
|
Chief Revenue Officer |
—
class O/S missing
|
56,641
|
$71,934 | — | 13 Apr 2022 | |
| Reporting Person Denise Wilson |
3/4/5
|
Director |
0.14%
|
65,735
|
$71,651 | — | 12 Aug 2025 | |
| Paul DeWeese |
3/4/5
|
Director |
—
class O/S missing
|
46,066
|
$58,504 | — | 27 Aug 2021 | |
| Reporting Person Mark Funaki |
3/4/5
|
General Counsel |
—
class O/S missing
|
75,000
|
$52,500 | — | 15 Apr 2024 | |
| Fu Ping |
3/4/5
|
Director |
0.1%
|
47,179
|
$51,425 | — | 12 Aug 2025 | |
| Holly van Deursen |
3/4/5
|
Director |
—
class O/S missing
|
39,904
|
$50,678 | — | 27 Aug 2021 | |
| Reporting Person Christopher J. Close |
3/4/5
|
Director |
0.04%
|
18,881
|
$37,762 | +$25,000 | 25 Nov 2025 | |
| Robert F. Beard |
3/4/5
|
Director |
0.04%
|
16,649
|
$33,298 | +$25,000 | 25 Nov 2025 | |
| Neshan Nino Tavitian |
3/4/5
|
Chief Accounting Officer |
—
class O/S missing
|
16,143
|
$20,502 | — | 17 Nov 2021 | |
| Reporting Person Celia Fanning |
3/4/5
|
Chief Accounting Officer |
0.04%
|
16,610
|
$16,610 | — | 11 Jun 2025 | |
| Reporting Person Scott W. Robinson |
3/4/5
|
InterimChief Financial Officer |
—
class O/S missing
|
4,000
|
$5,080 | — | 21 Nov 2022 | |
| KERR FINANCIAL PLANNING Corp |
13F
|
Company |
0%
|
75
|
$237 | — | 30 Sep 2025 |
Institutional Holders of Capstone Energy Plus, Inc. - Voting Common Stock, par value $0.001 per share (CGEH) as of Q4 2025
As of 31 Dec 2025,
Capstone Energy Plus, Inc. - Voting Common Stock, par value $0.001 per share (CGEH) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
21,000 shares.
The largest 1 holders included
SHIKIAR ASSET MANAGEMENT INC.
This page lists
1
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
1
Q4 2025 holders
1
Holder diff
0
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.