NFSG
HPK icon

Newbridge Financial Services Group’s HighPeak Energy HPK Stock Holding History

Newbridge Financial Services Group’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
Q1 		– Sell
-200
Closed -$2.94K – 1098
2024
Q4 		$2.94K Hold
200
– – ﹤0.01% 930
2024
Q3 		$2.78K Hold
200
– – ﹤0.01% 542
2024
Q2 		$2.81K Buy
+200
New +$2.95K ﹤0.01% 919

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
E3F
Eight 31 Financial Midland, Texas $166M AUM 8.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Newbridge Financial Services Group's HPK Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of HighPeak Energy (HPK) in Q1 2025, closing a stake of 200 shares — an estimated $2.94K sold.

Newbridge Financial Services Group first reported a position in HPK in Q2 2024 and held it in 3 quarters. The position peaked at $2.94K in Q4 2024. 114 funds tracked by Wall St. Rank hold HPK as of Q1 2025.

  • Newbridge Financial Services Group reported no remaining HighPeak Energy position as of Q1 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 200 HighPeak Energy shares in Q1 2025, an estimated $2.94K.
  • Newbridge Financial Services Group first reported a position in HighPeak Energy in Q2 2024 and held it in 3 quarters.
  • Newbridge Financial Services Group's HighPeak Energy position peaked at $2.94K in Q4 2024.
  • 114 funds tracked by Wall St. Rank held HighPeak Energy as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.