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
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

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Creative Planning's REI Position: Q1 2025 in Review

Creative Planning sold out of Ring Energy (REI) in Q1 2025, closing a stake of 11,786 shares — an estimated $16K sold.

Creative Planning first reported a position in REI in Q4 2016 and held it in 11 quarters. The position peaked at $189K in Q3 2024. 144 funds tracked by Wall St. Rank hold REI as of Q1 2025.

  • Creative Planning reported no remaining Ring Energy position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 11,786 Ring Energy shares in Q1 2025, an estimated $16K.
  • Creative Planning first reported a position in Ring Energy in Q4 2016 and held it in 11 quarters.
  • Creative Planning's Ring Energy position peaked at $189K in Q3 2024.
  • 144 funds tracked by Wall St. Rank held Ring Energy as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.