NewEdge Advisors’s HighPeak Energy HPK Stock Holding History

NewEdge 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
2025 Q4	–	Sell	-135	Closed	-$953	–	4293
2025 Q3	$953	Hold	135	–	–	﹤0.01%	3889
2025 Q2	$1.32K	Buy	135 +1	+0.7%	+$10	﹤0.01%	3687
2025 Q1	$1.7K	Hold	134	–	–	﹤0.01%	3542
2024 Q4	$1.97K	Sell	134 -1	-0.7%	-$14	﹤0.01%	3454
2024 Q3	$1.87K	Buy	135 +1	+0.7%	+$15	﹤0.01%	3393
2024 Q2	$1.89K	Hold	134	–	–	﹤0.01%	3348
2024 Q1	$2.11K	Hold	134	–	–	﹤0.01%	3354
2023 Q4	$1.9K	Hold	134	–	–	﹤0.01%	3348
2023 Q3	$2.25K	Buy	134 +1	+0.8%	+$15	﹤0.01%	3018
2023 Q2	$1.45K	Hold	133	–	–	﹤0.01%	3174
2023 Q1	$3.06K	Buy	+133	New	+$3.39K	﹤0.01%	2926

Other funds holding HPK

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Denali Advisors San Diego, California $900M AUM 28.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCBWMS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors's HPK Position: Q4 2025 in Review

NewEdge Advisors sold out of HighPeak Energy (HPK) in Q4 2025, closing a stake of 135 shares — an estimated $953 sold.

NewEdge Advisors first reported a position in HPK in Q1 2023 and held it in 11 quarters. The position peaked at $3.06K in Q1 2023. 112 funds tracked by Wall St. Rank hold HPK as of Q4 2025.

NewEdge Advisors reported no remaining HighPeak Energy position as of Q4 2025 after selling out during the quarter.
NewEdge Advisors sold 135 HighPeak Energy shares in Q4 2025, an estimated $953.
NewEdge Advisors first reported a position in HighPeak Energy in Q1 2023 and held it in 11 quarters.
NewEdge Advisors's HighPeak Energy position peaked at $3.06K in Q1 2023.
112 funds tracked by Wall St. Rank held HighPeak Energy as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.