Cerity Partners
REI icon

Cerity Partners’s Ring Energy REI Stock Holding History

Cerity Partners’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
2025
Q3 		– Sell
-11,335
Closed -$9K – 2848
2025
Q2 		$9K Buy
+11,335
New +$9.6K ﹤0.01% 2622
2024
Q3 		– Sell
-132,291
Closed -$224K – 2592
2024
Q2 		$224K Sell
132,291
-5,274
-4% -$9.7K ﹤0.01% 1976
2024
Q1 		$270K Buy
137,565
+12,241
+10% +$18.2K ﹤0.01% 1925
2023
Q4 		$183K Hold
125,324
– – ﹤0.01% 1734
2023
Q3 		$244K Buy
+125,324
New +$251K ﹤0.01% 1215

Other funds holding REI

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Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.3% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cerity Partners's REI Position: Q3 2025 in Review

Cerity Partners sold out of Ring Energy (REI) in Q3 2025, closing a stake of 11,335 shares — an estimated $9K sold.

Cerity Partners first reported a position in REI in Q3 2023 and held it in 5 quarters. The position peaked at $270K in Q1 2024. 113 funds tracked by Wall St. Rank hold REI as of Q3 2025.

  • Cerity Partners reported no remaining Ring Energy position as of Q3 2025 after selling out during the quarter.
  • Cerity Partners sold 11,335 Ring Energy shares in Q3 2025, an estimated $9K.
  • Cerity Partners first reported a position in Ring Energy in Q3 2023 and held it in 5 quarters.
  • Cerity Partners's Ring Energy position peaked at $270K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held Ring Energy as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.