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Bell Investment Advisors’s HighPeak Energy HPK Stock Holding History

Bell Investment Advisors’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
2025
Q4 		– Sell
-67
Closed -$474 – 1860
2025
Q3 		$474 Buy
+67
New +$551 ﹤0.01% 1784

Other funds holding HPK

USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DA
Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bell Investment Advisors's HPK Position: Q4 2025 in Review

Bell Investment Advisors sold out of HighPeak Energy (HPK) in Q4 2025, closing a stake of 67 shares — an estimated $474 sold.

Bell Investment Advisors first reported a position in HPK in Q3 2025 and held it in 1 quarter. The position peaked at $474 in Q3 2025. 112 funds tracked by Wall St. Rank hold HPK as of Q4 2025.

  • Bell Investment Advisors reported no remaining HighPeak Energy position as of Q4 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 67 HighPeak Energy shares in Q4 2025, an estimated $474.
  • Bell Investment Advisors first reported a position in HighPeak Energy in Q3 2025 and held it in 1 quarter.
  • Bell Investment Advisors's HighPeak Energy position peaked at $474 in Q3 2025.
  • 112 funds tracked by Wall St. Rank held HighPeak Energy as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.