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Fortitude Family Office’s Ring Energy REI Stock Holding History

Fortitude Family Office’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
Q2 		– Sell
-5,152
Closed -$5.92K – 2115
2025
Q1 		$5.92K Hold
5,152
– – ﹤0.01% 682
2024
Q4 		$7.01K Sell
5,152
-5,984
-54% -$8.98K ﹤0.01% 741
2024
Q3 		$17.8K Buy
11,136
+6,802
+157% +$12.2K 0.01% 436
2024
Q2 		$7.32K Buy
+4,334
New +$7.97K ﹤0.01% 477

Other funds holding REI

WP
Warburg Pincus New York $343M AUM 18.86% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Fortitude Family Office's REI Position: Q2 2025 in Review

Fortitude Family Office sold out of Ring Energy (REI) in Q2 2025, closing a stake of 5,152 shares — an estimated $5.92K sold.

Fortitude Family Office first reported a position in REI in Q2 2024 and held it in 4 quarters. The position peaked at $17.8K in Q3 2024. 132 funds tracked by Wall St. Rank hold REI as of Q2 2025.

  • Fortitude Family Office reported no remaining Ring Energy position as of Q2 2025 after selling out during the quarter.
  • Fortitude Family Office sold 5,152 Ring Energy shares in Q2 2025, an estimated $5.92K.
  • Fortitude Family Office first reported a position in Ring Energy in Q2 2024 and held it in 4 quarters.
  • Fortitude Family Office's Ring Energy position peaked at $17.8K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held Ring Energy as of Q2 2025.

Based on Fortitude Family Office's 13F filing for Q2 2025, filed 15 Jul 2025.