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Private Wealth Asset Management’s HighPeak Energy HPK Stock Holding History

Private Wealth Asset Management’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
Q2 		– Sell
-1,000
Closed -$12.7K – 1166
2025
Q1 		$12.7K Buy
+1,000
New +$13.4K ﹤0.01% 590

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
E3F
Eight 31 Financial Midland, Texas $166M AUM 8.23% 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
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Wealth Asset Management's HPK Position: Q2 2025 in Review

Private Wealth Asset Management sold out of HighPeak Energy (HPK) in Q2 2025, closing a stake of 1,000 shares — an estimated $12.7K sold.

Private Wealth Asset Management first reported a position in HPK in Q1 2025 and held it in 1 quarter. The position peaked at $12.7K in Q1 2025. 121 funds tracked by Wall St. Rank hold HPK as of Q2 2025.

  • Private Wealth Asset Management reported no remaining HighPeak Energy position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 1,000 HighPeak Energy shares in Q2 2025, an estimated $12.7K.
  • Private Wealth Asset Management first reported a position in HighPeak Energy in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's HighPeak Energy position peaked at $12.7K in Q1 2025.
  • 121 funds tracked by Wall St. Rank held HighPeak Energy as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.