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EverSource Wealth Advisors’s Ring Energy REI Stock Holding History

EverSource Wealth Advisors’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 		– Sell
-444
Closed -$386 – 4483
2025
Q4 		$386 Sell
444
-964
-68% -$919 ﹤0.01% 3924
2025
Q3 		$1.53K Sell
1,408
-20,859
-94% -$18.9K ﹤0.01% 3613
2025
Q2 		$17.7K Buy
22,267
+20,781
+1,398% +$17.6K ﹤0.01% 2392
2025
Q1 		$1.71K Buy
1,486
+1,210
+438% +$1.58K ﹤0.01% 2991
2024
Q4 		$375 Buy
276
+3
+1% +$5 ﹤0.01% 3285
2024
Q3 		$437 Hold
273
– – ﹤0.01% 2899
2024
Q2 		$538 Sell
273
-2,355
-90% -$4.33K ﹤0.01% 2874
2024
Q1 		$4.99K Buy
+2,628
New +$3.91K ﹤0.01% 2055
2023
Q4 		– Sell
-3,491
Closed -$6.81K – 2724
2023
Q3 		$6.81K Buy
3,491
+1,156
+50% +$2.32K ﹤0.01% 1572
2023
Q2 		$3.99K Sell
2,335
-514
-18% -$942 ﹤0.01% 1819
2023
Q1 		$5.41K Buy
2,849
+1,836
+181% +$3.96K ﹤0.01% 1617
2022
Q4 		$2.49K Sell
1,013
-573
-36% -$1.57K ﹤0.01% 1846
2022
Q3 		$3K Buy
+1,586
New +$4.33K ﹤0.01% 1572

Other funds holding REI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CF
CDC Financial Chicago, Illinois $239M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

EverSource Wealth Advisors's REI Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Ring Energy (REI) in Q1 2026, closing a stake of 444 shares — an estimated $386 sold.

EverSource Wealth Advisors first reported a position in REI in Q3 2022 and held it in 13 quarters. The position peaked at $17.7K in Q2 2025. 126 funds tracked by Wall St. Rank hold REI as of Q1 2026.

  • EverSource Wealth Advisors reported no remaining Ring Energy position as of Q1 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 444 Ring Energy shares in Q1 2026, an estimated $386.
  • EverSource Wealth Advisors first reported a position in Ring Energy in Q3 2022 and held it in 13 quarters.
  • EverSource Wealth Advisors's Ring Energy position peaked at $17.7K in Q2 2025.
  • 126 funds tracked by Wall St. Rank held Ring Energy as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.