EWM
REI icon

EPG Wealth Management’s Ring Energy REI Stock Holding History

EPG Wealth Management’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
Q1 		$17.7K Hold
11,552
– – ﹤0.01% 264
2025
Q4 		$10.1K Hold
11,552
– – ﹤0.01% 278
2025
Q3 		$12.6K Hold
11,552
– – ﹤0.01% 271
2025
Q2 		$9.17K Hold
11,552
– – ﹤0.01% 274
2025
Q1 		$13.3K Hold
11,552
– – ﹤0.01% 358
2024
Q4 		$15.7K Hold
11,552
– – ﹤0.01% 354
2024
Q3 		$18.5K Buy
+11,552
New +$20.7K ﹤0.01% 349
2024
Q2 		– Sell
-11,552
Closed -$21.2K – 369
2024
Q1 		$22.6K Hold
11,552
– – 0.01% 353
2023
Q4 		$15K Sell
11,552
-6,000
-34% -$9.88K ﹤0.01% 357
2023
Q3 		$34.2K Hold
17,552
– – 0.01% 313
2023
Q2 		$30K Buy
17,552
+2,000
+13% +$3.67K 0.01% 316
2023
Q1 		$29.5K Sell
15,552
-6,000
-28% -$12.9K 0.01% 319
2022
Q4 		$53K Buy
21,552
+4,840
+29% +$13.3K 0.02% 259
2022
Q3 		$39K Buy
+16,712
New +$45.6K 0.02% 274
2022
Q2 		– Sell
-20,212
Closed -$77K – 356
2022
Q1 		$77K Buy
+20,212
New +$62K 0.03% 269

Other funds holding REI

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CF
CDC Financial Chicago, Illinois $121M AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return