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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
2025
Q1 		– Sell
-3,600
Closed -$4.9K – 435
2024
Q4 		$4.9K Buy
+3,600
New +$5.4K ﹤0.01% 399

Other funds holding REI

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
LAA
Liberty Atlantic Advisors Allen, Texas $139M AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
FCMT
Founders Capital Management (Texas) Houston, Texas $231M AUM 61.68% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

EPG Wealth Management's REI Position: Q2 2026 in Review

EPG Wealth Management held its Ring Energy (REI) position steady in Q2 2026 at 11,552 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

EPG Wealth Management first reported a position in REI in Q1 2022 and has held it in 16 quarters since. The position peaked at $77K in Q1 2022. 24 funds tracked by Wall St. Rank hold REI as of Q2 2026.

  • EPG Wealth Management held 11,552 shares of Ring Energy worth $12.5K as of Q2 2026.
  • EPG Wealth Management left its Ring Energy share count unchanged in Q2 2026.
  • Ring Energy made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #273 holding.
  • EPG Wealth Management first reported a position in Ring Energy in Q1 2022 and has held it in 16 quarters since.
  • EPG Wealth Management's Ring Energy position peaked at $77K in Q1 2022.
  • 24 funds tracked by Wall St. Rank held Ring Energy as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.