LPL Financial
HPK icon

LPL Financial’s HighPeak Energy HPK Stock Holding History

LPL Financial’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
-24,778
Closed -$243K – 5889
2025
Q2 		$243K Sell
24,778
-70
-0.3% -$690 ﹤0.01% 4940
2025
Q1 		$315K Sell
24,848
-20,715
-45% -$278K ﹤0.01% 4539
2024
Q4 		$670K Sell
45,563
-3,043
-6% -$43.6K ﹤0.01% 3834
2024
Q3 		$675K Sell
48,606
-4,619
-9% -$70.4K ﹤0.01% 3746
2024
Q2 		$748K Sell
53,225
-7,934
-13% -$117K ﹤0.01% 3515
2024
Q1 		$964K Sell
61,159
-2,839
-4% -$42.1K ﹤0.01% 3214
2023
Q4 		$911K Sell
63,998
-3,034
-5% -$48.1K ﹤0.01% 3124
2023
Q3 		$1.13M Buy
67,032
+54,145
+420% +$786K ﹤0.01% 2792
2023
Q2 		$140K Buy
12,887
+1,615
+14% +$27.2K ﹤0.01% 4260
2023
Q1 		$259K Buy
+11,272
New +$287K ﹤0.01% 3853

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

LPL Financial's HPK Position: Q3 2025 in Review

LPL Financial sold out of HighPeak Energy (HPK) in Q3 2025, closing a stake of 24,778 shares — an estimated $243K sold.

LPL Financial first reported a position in HPK in Q1 2023 and held it in 10 quarters. The position peaked at $1.13M in Q3 2023. 112 funds tracked by Wall St. Rank hold HPK as of Q3 2025.

  • LPL Financial reported no remaining HighPeak Energy position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 24,778 HighPeak Energy shares in Q3 2025, an estimated $243K.
  • LPL Financial first reported a position in HighPeak Energy in Q1 2023 and held it in 10 quarters.
  • LPL Financial's HighPeak Energy position peaked at $1.13M in Q3 2023.
  • 112 funds tracked by Wall St. Rank held HighPeak Energy as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.