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Hughes Financial Services’s HighPeak Energy HPK Stock Holding History

Hughes Financial 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
-85
Closed -$717 – 1066
2025
Q2 		$717 Buy
+85
New +$838 ﹤0.01% 799

Other funds holding HPK

USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DA
Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return
State Street
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
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

Hughes Financial Services's HPK Position: Q3 2025 in Review

Hughes Financial Services sold out of HighPeak Energy (HPK) in Q3 2025, closing a stake of 85 shares — an estimated $717 sold.

Hughes Financial Services first reported a position in HPK in Q2 2025 and held it in 1 quarter. The position peaked at $717 in Q2 2025. 112 funds tracked by Wall St. Rank hold HPK as of Q3 2025.

  • Hughes Financial Services reported no remaining HighPeak Energy position as of Q3 2025 after selling out during the quarter.
  • Hughes Financial Services sold 85 HighPeak Energy shares in Q3 2025, an estimated $717.
  • Hughes Financial Services first reported a position in HighPeak Energy in Q2 2025 and held it in 1 quarter.
  • Hughes Financial Services's HighPeak Energy position peaked at $717 in Q2 2025.
  • 112 funds tracked by Wall St. Rank held HighPeak Energy as of Q3 2025.

Based on Hughes Financial Services's 13F filing for Q3 2025, filed 14 Nov 2025.