EWA
REI icon

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 – 2728
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

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