EWA
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EverSource Wealth Advisors’s HighPeak Energy HPK Stock Holding History

EverSource Wealth 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
Q2 		$23.7K Sell
3,387
-78
-2% -$538 ﹤0.01% 2308
2026
Q1 		$23.9K Buy
3,465
+2,710
+359% +$14.2K ﹤0.01% 2389
2025
Q4 		$3.58K Sell
755
-40
-5% -$240 ﹤0.01% 3258
2025
Q3 		$5.62K Sell
795
-1,486
-65% -$12.2K ﹤0.01% 3106
2025
Q2 		$22.4K Buy
2,281
+2,093
+1,113% +$20.6K ﹤0.01% 2207
2025
Q1 		$2.38K Sell
188
-584
-76% -$7.85K ﹤0.01% 2851
2024
Q4 		$11.3K Buy
772
+762
+7,620% +$10.9K ﹤0.01% 1920
2024
Q3 		$139 Sell
10
-3,283
-100% -$50.1K ﹤0.01% 2970
2024
Q2 		$55.4K Buy
3,293
+514
+18% +$7.59K ﹤0.01% 1045
2024
Q1 		$39.5K Buy
+2,779
New +$41.3K ﹤0.01% 1071

Other funds holding HPK

AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

EverSource Wealth Advisors's HPK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its HighPeak Energy (HPK) stake by 2.3% in Q2 2026, selling an estimated $538 and leaving 3,387 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2308.

EverSource Wealth Advisors first reported a position in HPK in Q1 2024 and has held it in 10 quarters since. The position peaked at $55.4K in Q2 2024. 149 funds tracked by Wall St. Rank hold HPK as of Q2 2026.

  • EverSource Wealth Advisors held 3,387 shares of HighPeak Energy worth $23.7K as of Q2 2026.
  • EverSource Wealth Advisors sold 78 HighPeak Energy shares in Q2 2026, an estimated $538.
  • HighPeak Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2308 holding.
  • EverSource Wealth Advisors first reported a position in HighPeak Energy in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's HighPeak Energy position peaked at $55.4K in Q2 2024.
  • 149 funds tracked by Wall St. Rank held HighPeak Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.