Atwood & Palmer’s HighPeak Energy HPK Stock Holding History

Atwood & Palmer’s Portfolio HPK Stock Details HPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-40	Closed	-$276	–	515
2026 Q1	$276	Sell	40 -285	-88%	-$1.5K	﹤0.01%	513
2025 Q4	$1.54K	Hold	325	–	–	﹤0.01%	451
2025 Q3	$2.3K	Hold	325	–	–	﹤0.01%	445
2025 Q2	$3.19K	Hold	325	–	–	﹤0.01%	451
2025 Q1	$4.12K	Hold	325	–	–	﹤0.01%	372
2024 Q4	$4.78K	Hold	325	–	–	﹤0.01%	381
2024 Q3	$4.51K	Hold	325	–	–	﹤0.01%	382
2024 Q2	$4.57K	Hold	325	–	–	﹤0.01%	368
2024 Q1	$5.13K	Hold	325	–	–	﹤0.01%	335
2023 Q4	$4.63K	Hold	325	–	–	﹤0.01%	342
2023 Q3	$5.49K	Hold	325	–	–	﹤0.01%	336
2023 Q2	$3.54K	Hold	325	–	–	﹤0.01%	352
2023 Q1	$7.47K	Hold	325	–	–	﹤0.01%	314
2022 Q4	$7.43K	Hold	325	–	–	﹤0.01%	333
2022 Q3	$7K	Hold	325	–	–	﹤0.01%	319
2022 Q2	$8K	Buy	+325	New	+$9.46K	﹤0.01%	334

Other funds holding HPK

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Atwood & Palmer's HPK Position: Q2 2026 in Review

Atwood & Palmer sold out of HighPeak Energy (HPK) in Q2 2026, closing a stake of 40 shares — an estimated $276 sold.

Atwood & Palmer first reported a position in HPK in Q2 2022 and held it in 16 quarters. The position peaked at $8K in Q2 2022. 25 funds tracked by Wall St. Rank hold HPK as of Q2 2026.

Atwood & Palmer reported no remaining HighPeak Energy position as of Q2 2026 after selling out during the quarter.
Atwood & Palmer sold 40 HighPeak Energy shares in Q2 2026, an estimated $276.
Atwood & Palmer first reported a position in HighPeak Energy in Q2 2022 and held it in 16 quarters.
Atwood & Palmer's HighPeak Energy position peaked at $8K in Q2 2022.
25 funds tracked by Wall St. Rank held HighPeak Energy as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.