Creative Planning’s HighPeak Energy HPK Stock Holding History

Creative Planning’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	$538K	Buy	78,007 +51,100	+190%	+$268K	﹤0.01%	2981
2025 Q4	$128K	Buy	+26,907	New	+$162K	﹤0.01%	3670
2025 Q3	–	Sell	-22,973	Closed	-$225K	–	3963
2025 Q2	$225K	Buy	+22,973	New	+$227K	﹤0.01%	3137

Other funds holding HPK

USCWA

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 New York $166B AUM 43.98% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning's HPK Position: Q1 2026 in Review

Creative Planning increased its HighPeak Energy (HPK) stake by 190% in Q1 2026, buying an estimated $268K and bringing the position to 78,007 shares worth $538K. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

Creative Planning first reported a position in HPK in Q2 2025 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold HPK as of Q1 2026.

Creative Planning held 78,007 shares of HighPeak Energy worth $538K as of Q1 2026.
Creative Planning bought 51,100 HighPeak Energy shares in Q1 2026, an estimated $268K.
HighPeak Energy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2981 holding.
Creative Planning first reported a position in HighPeak Energy in Q2 2025 and has held it in 3 quarters since.
129 funds tracked by Wall St. Rank held HighPeak Energy as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.