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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 – 4574
2024
Q4 		$52 Buy
+38
New +$57 ﹤0.01% 4249
2023
Q4 		– Sell
-100
Closed -$195 – 3281
2023
Q3 		$195 Hold
100
– – ﹤0.01% 3197
2023
Q2 		$171 Buy
+100
New +$183 ﹤0.01% 3327

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

IFP Advisors's REI Position: Q1 2026 in Review

IFP Advisors sold out of Ring Energy (REI) in Q1 2026, closing a stake of 11 shares — an estimated $10 sold.

IFP Advisors first reported a position in REI in Q2 2023 and held it in 6 quarters. The position peaked at $1.04K in Q3 2025. 126 funds tracked by Wall St. Rank hold REI as of Q1 2026.

  • IFP Advisors reported no remaining Ring Energy position as of Q1 2026 after selling out during the quarter.
  • IFP Advisors sold 11 Ring Energy shares in Q1 2026, an estimated $10.
  • IFP Advisors first reported a position in Ring Energy in Q2 2023 and held it in 6 quarters.
  • IFP Advisors's Ring Energy position peaked at $1.04K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Ring Energy as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.