Raymond James Financial
HPK icon

Raymond James Financial’s HighPeak Energy HPK Stock Holding History

Raymond James 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
-5,050
Closed -$49.5K – 5750
2025
Q2 		$49.5K Buy
+5,050
New +$49.8K ﹤0.01% 5186
2025
Q1 		– Sell
-10,070
Closed -$148K – 4875
2024
Q4 		$148K Buy
+10,070
New +$144K ﹤0.01% 4469

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

Raymond James Financial's HPK Position: Q3 2025 in Review

Raymond James Financial sold out of HighPeak Energy (HPK) in Q3 2025, closing a stake of 5,050 shares — an estimated $49.5K sold.

Raymond James Financial first reported a position in HPK in Q4 2024 and held it in 2 quarters. The position peaked at $148K in Q4 2024. 112 funds tracked by Wall St. Rank hold HPK as of Q3 2025.

  • Raymond James Financial reported no remaining HighPeak Energy position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 5,050 HighPeak Energy shares in Q3 2025, an estimated $49.5K.
  • Raymond James Financial first reported a position in HighPeak Energy in Q4 2024 and held it in 2 quarters.
  • Raymond James Financial's HighPeak Energy position peaked at $148K in Q4 2024.
  • 112 funds tracked by Wall St. Rank held HighPeak Energy as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.