CAPTRUST Financial Advisors
HPK icon

CAPTRUST Financial Advisors’s HighPeak Energy HPK Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$82.8K Buy
+11,987
New +$62.9K ﹤0.01% 2835
2024
Q4 		– Sell
-13,167
Closed -$183K – 2338
2024
Q3 		$183K Buy
13,167
+55
+0.4% +$839 ﹤0.01% 2147
2024
Q2 		$184K Buy
+13,112
New +$194K ﹤0.01% 2059

Other funds holding HPK

USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAPTRUST Financial Advisors's HPK Position: Q1 2026 in Review

CAPTRUST Financial Advisors opened a new position in HighPeak Energy (HPK) in Q1 2026: 11,987 shares worth $82.8K. The stake represents ﹤0.01% of the portfolio and ranks #2835 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in HPK as recently as Q3 2024.

CAPTRUST Financial Advisors first reported a position in HPK in Q2 2024 and has held it in 3 quarters since. The position peaked at $184K in Q2 2024. 129 funds tracked by Wall St. Rank hold HPK as of Q1 2026.

  • CAPTRUST Financial Advisors held 11,987 shares of HighPeak Energy worth $82.8K as of Q1 2026.
  • HighPeak Energy was a new CAPTRUST Financial Advisors position in Q1 2026.
  • HighPeak Energy made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2835 holding.
  • CAPTRUST Financial Advisors first reported a position in HighPeak Energy in Q2 2024 and has held it in 3 quarters since.
  • CAPTRUST Financial Advisors's HighPeak Energy position peaked at $184K in Q2 2024.
  • 129 funds tracked by Wall St. Rank held HighPeak Energy as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.