AWA
REI icon

Arete Wealth Advisors’s Ring Energy REI Stock Holding History

Arete Wealth Advisors’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$373K Buy
+345,000
New +$481K 0.01% 465

Other funds holding REI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NIMC
Nierenberg Investment Management Company Camas, Washington $201M AUM 20.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
WG
Winton Group London, United Kingdom $3.09B AUM 40.4% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Arete Wealth Advisors's REI Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in Ring Energy (REI) in Q2 2026: 345,000 shares worth $373K. The stake represents 0.01% of the portfolio and ranks #465 among its holdings.

62 funds tracked by Wall St. Rank hold REI as of Q2 2026.

  • Arete Wealth Advisors held 345,000 shares of Ring Energy worth $373K as of Q2 2026.
  • Ring Energy was a new Arete Wealth Advisors position in Q2 2026.
  • Ring Energy made up 0.01% of Arete Wealth Advisors's portfolio in Q2 2026, its #465 holding.
  • 62 funds tracked by Wall St. Rank held Ring Energy as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.