Creative Planning
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Creative Planning’s Ring Energy REI Stock Holding History

Creative Planning’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 		$306K Buy
+233,810
New +$312K ﹤0.01% 3646
2025
Q1 		– Sell
-11,786
Closed -$16K – 3678
2024
Q4 		$16K Sell
11,786
-106,353
-90% -$160K ﹤0.01% 3357
2024
Q3 		$189K Buy
118,139
+51,429
+77% +$92K ﹤0.01% 2859
2024
Q2 		$113K Buy
66,710
+24,128
+57% +$44.4K ﹤0.01% 2819
2024
Q1 		$83.5K Sell
42,582
-10,890
-20% -$16.2K ﹤0.01% 2727
2023
Q4 		$78.1K Buy
53,472
+3,437
+7% +$5.66K ﹤0.01% 2600
2023
Q3 		$97.6K Buy
50,035
+449
+0.9% +$900 ﹤0.01% 2401
2023
Q2 		$84.8K Buy
49,586
+24,719
+99% +$45.3K ﹤0.01% 2375
2023
Q1 		$47.2K Buy
+24,867
New +$53.6K ﹤0.01% 2348
2019
Q2 		– Sell
-18,150
Closed -$107K – 2104
2019
Q1 		$107K Buy
+18,150
New +$108K ﹤0.01% 1697
2017
Q3 		– Sell
-500
Closed -$7K – 3313
2017
Q2 		$7K Buy
+500
New +$6.23K ﹤0.01% 3840
2017
Q1 		– Sell
-600
Closed -$8K – 4864
2016
Q4 		$8K Buy
+600
New +$6.94K ﹤0.01% 3706

Other funds holding REI

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $355M AUM 19.46% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
Mindset Wealth Management
Mindset Wealth Management Indianapolis, Indiana $562M AUM 37.19% 1-Year Est. Return

Creative Planning's REI Position: Q3 2026 in Review

Creative Planning opened a new position in Ring Energy (REI) in Q3 2026: 233,810 shares worth $306K. The stake represents ﹤0.01% of the portfolio and ranks #3646 among its holdings. This is a return to the name: Creative Planning previously reported a position in REI as recently as Q4 2024.

Creative Planning first reported a position in REI in Q4 2016 and has held it in 12 quarters since. 46 funds tracked by Wall St. Rank hold REI as of Q3 2026.

  • Creative Planning held 233,810 shares of Ring Energy worth $306K as of Q3 2026.
  • Ring Energy was a new Creative Planning position in Q3 2026.
  • Ring Energy made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3646 holding.
  • Creative Planning first reported a position in Ring Energy in Q4 2016 and has held it in 12 quarters since.
  • 46 funds tracked by Wall St. Rank held Ring Energy as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.