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 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

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

EverSource Wealth Advisors's HPK Position: Q1 2026 in Review

EverSource Wealth Advisors increased its HighPeak Energy (HPK) stake by 359% in Q1 2026, buying an estimated $14.2K and bringing the position to 3,465 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

EverSource Wealth Advisors first reported a position in HPK in Q1 2024 and has held it in 9 quarters since. The position peaked at $55.4K in Q2 2024. 129 funds tracked by Wall St. Rank hold HPK as of Q1 2026.

EverSource Wealth Advisors held 3,465 shares of HighPeak Energy worth $23.9K as of Q1 2026.
EverSource Wealth Advisors bought 2,710 HighPeak Energy shares in Q1 2026, an estimated $14.2K.
HighPeak Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2389 holding.
EverSource Wealth Advisors first reported a position in HighPeak Energy in Q1 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's HighPeak Energy position peaked at $55.4K in Q2 2024.
129 funds tracked by Wall St. Rank held HighPeak Energy as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.