IA
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IFP Advisors’s Ring Energy REI Stock Holding History

IFP 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
-11
Closed -$10 – 5133
2025
Q4 		$10 Sell
11
-940
-99% -$896 ﹤0.01% 4840
2025
Q3 		$1.04K Sell
951
-174
-15% -$158 ﹤0.01% 3950
2025
Q2 		$893 Buy
+1,125
New +$953 ﹤0.01% 4258
2025
Q1 		– Sell
-38
Closed -$52 – 4625
2024
Q4 		$52 Buy
+38
New +$57 ﹤0.01% 4249
2023
Q4 		– Sell
-100
Closed -$195 – 3285
2023
Q3 		$195 Hold
100
– – ﹤0.01% 3197
2023
Q2 		$171 Buy
+100
New +$183 ﹤0.01% 3327

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