Commonwealth Equity Services’s HighPeak Energy HPK Stock Holding History

Commonwealth Equity Services’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 Q3	–	Sell	-10,512	Closed	-$103K	–	4337
2025 Q2	$103K	Buy	+10,512	New	+$104K	﹤0.01%	4062
2024 Q1	–	Sell	-12,103	Closed	-$172K	–	4053
2023 Q4	$172K	Sell	12,103 -999	-8%	-$15.8K	﹤0.01%	3566
2023 Q3	$221K	Buy	13,102 +1,195	+10%	+$17.3K	﹤0.01%	3290
2023 Q2	$130K	Buy	+11,907	New	+$200K	﹤0.01%	3525

Other funds holding HPK

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Commonwealth Equity Services's HPK Position: Q3 2025 in Review

Commonwealth Equity Services sold out of HighPeak Energy (HPK) in Q3 2025, closing a stake of 10,512 shares — an estimated $103K sold.

Commonwealth Equity Services first reported a position in HPK in Q2 2023 and held it in 4 quarters. The position peaked at $221K in Q3 2023. 112 funds tracked by Wall St. Rank hold HPK as of Q3 2025.

Commonwealth Equity Services reported no remaining HighPeak Energy position as of Q3 2025 after selling out during the quarter.
Commonwealth Equity Services sold 10,512 HighPeak Energy shares in Q3 2025, an estimated $103K.
Commonwealth Equity Services first reported a position in HighPeak Energy in Q2 2023 and held it in 4 quarters.
Commonwealth Equity Services's HighPeak Energy position peaked at $221K in Q3 2023.
112 funds tracked by Wall St. Rank held HighPeak Energy as of Q3 2025.

Based on Commonwealth Equity Services's 13F filing for Q3 2025, filed 22 Oct 2025.