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LRI Investments’s HighPeak Energy HPK Stock Holding History

LRI Investments’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 		$755 Hold
108
– – ﹤0.01% 1442
2026
Q1 		$745 Hold
108
– – ﹤0.01% 1343
2025
Q4 		$512 Buy
+108
New +$649 ﹤0.01% 1308

Other funds holding HPK

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

LRI Investments's HPK Position: Q2 2026 in Review

LRI Investments held its HighPeak Energy (HPK) position steady in Q2 2026 at 108 shares worth $755. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

LRI Investments first reported a position in HPK in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold HPK as of Q2 2026.

  • LRI Investments held 108 shares of HighPeak Energy worth $755 as of Q2 2026.
  • LRI Investments left its HighPeak Energy share count unchanged in Q2 2026.
  • HighPeak Energy made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1442 holding.
  • LRI Investments first reported a position in HighPeak Energy in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held HighPeak Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.