Barry Investment Advisors’s Ring Energy REI Stock Holding History

Barry Investment 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 Q3	$39.3K	Hold	30,000	–	–	0.01%	101
2026 Q2	$32.4K	Hold	30,000	–	–	0.01%	101
2026 Q1	$45.9K	Buy	30,000 +15,000	+100%	+$19.1K	0.01%	98
2025 Q4	$13.1K	Sell	15,000 -10,000	-40%	-$9.53K	﹤0.01%	102
2025 Q3	$27.3K	Buy	25,000 +15,000	+150%	+$13.6K	0.01%	106
2025 Q2	$7.94K	Hold	10,000	–	–	﹤0.01%	104
2025 Q1	$11.5K	Hold	10,000	–	–	﹤0.01%	106
2024 Q4	$13.6K	Hold	10,000	–	–	﹤0.01%	111
2024 Q3	$16K	Hold	10,000	–	–	﹤0.01%	114
2024 Q2	$16.9K	Hold	10,000	–	–	0.01%	117
2024 Q1	$19.6K	Hold	10,000	–	–	0.01%	117
2023 Q4	$14.6K	Hold	10,000	–	–	﹤0.01%	108
2023 Q3	$19.5K	Hold	10,000	–	–	0.01%	112
2023 Q2	$17.1K	Hold	10,000	–	–	0.01%	120
2023 Q1	$19K	Hold	10,000	–	–	0.01%	111
2022 Q4	$24.6K	Hold	10,000	–	–	0.01%	111
2022 Q3	$23K	Hold	10,000	–	–	0.01%	111
2022 Q2	$27K	Hold	10,000	–	–	0.01%	116
2022 Q1	$38K	Buy	+10,000	New	+$30.7K	0.01%	129

Other funds holding REI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FCMT

Founders Capital Management (Texas) Houston, Texas $220M AUM 46.36% 1-Year Est. Return

LAA

Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Barry Investment Advisors's REI Position: Q3 2026 in Review

Barry Investment Advisors held its Ring Energy (REI) position steady in Q3 2026 at 30,000 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #101.

Barry Investment Advisors first reported a position in REI in Q1 2022 and has held it in 19 quarters since. The position peaked at $45.9K in Q1 2026. 9 funds tracked by Wall St. Rank hold REI as of Q3 2026.

Barry Investment Advisors held 30,000 shares of Ring Energy worth $39.3K as of Q3 2026.
Barry Investment Advisors left its Ring Energy share count unchanged in Q3 2026.
Ring Energy made up 0.01% of Barry Investment Advisors's portfolio in Q3 2026, its #101 holding.
Barry Investment Advisors first reported a position in Ring Energy in Q1 2022 and has held it in 19 quarters since.
Barry Investment Advisors's Ring Energy position peaked at $45.9K in Q1 2026.
9 funds tracked by Wall St. Rank held Ring Energy as of Q3 2026.

Based on Barry Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.