Rise Advisors’s HighPeak Energy HPK Stock Holding History

Rise 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	-60	Closed	-$424	–	690
2025 Q3	$424	Hold	60	–	–	﹤0.01%	1442
2025 Q2	$588	Buy	+60	New	+$592	﹤0.01%	1377

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

Rise Advisors's HPK Position: Q4 2025 in Review

Rise Advisors sold out of HighPeak Energy (HPK) in Q4 2025, closing a stake of 60 shares — an estimated $424 sold.

Rise Advisors first reported a position in HPK in Q2 2025 and held it in 2 quarters. The position peaked at $588 in Q2 2025. 112 funds tracked by Wall St. Rank hold HPK as of Q4 2025.

Rise Advisors reported no remaining HighPeak Energy position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 60 HighPeak Energy shares in Q4 2025, an estimated $424.
Rise Advisors first reported a position in HighPeak Energy in Q2 2025 and held it in 2 quarters.
Rise Advisors's HighPeak Energy position peaked at $588 in Q2 2025.
112 funds tracked by Wall St. Rank held HighPeak Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.