Mindset Wealth Management’s Ring Energy REI Stock Holding History

Mindset Wealth Management’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 Q3	$45.2K	Hold	34,500	–	–	0.01%	197
2026 Q2	$37.3K	Hold	34,500	–	–	0.01%	189
2026 Q1	$52.8K	Sell	34,500 -32,900	-49%	-$41.8K	0.01%	174
2025 Q4	$58.6K	Hold	67,400	–	–	0.02%	180
2025 Q3	$73.5K	Hold	67,400	–	–	0.02%	173
2025 Q2	$53.5K	Hold	67,400	–	–	0.02%	150
2025 Q1	$77.5K	Hold	67,400	–	–	0.03%	145
2024 Q4	$91.7K	Hold	67,400	–	–	0.03%	131
2024 Q3	$108K	Buy	+67,400	New	+$121K	0.04%	124

Other funds holding REI

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Founders Capital Management (Texas) Houston, Texas $220M AUM 46.36% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Liberty Atlantic Advisors Allen, Texas $157M AUM 7.28% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Mindset Wealth Management's REI Position: Q3 2026 in Review

Mindset Wealth Management held its Ring Energy (REI) position steady in Q3 2026 at 34,500 shares worth $45.2K. The position accounts for 0.01% of the portfolio, ranked #197.

Mindset Wealth Management first reported a position in REI in Q3 2024 and has held it in 9 quarters since. The position peaked at $108K in Q3 2024. 23 funds tracked by Wall St. Rank hold REI as of Q3 2026.

Mindset Wealth Management held 34,500 shares of Ring Energy worth $45.2K as of Q3 2026.
Mindset Wealth Management left its Ring Energy share count unchanged in Q3 2026.
Ring Energy made up 0.01% of Mindset Wealth Management's portfolio in Q3 2026, its #197 holding.
Mindset Wealth Management first reported a position in Ring Energy in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Ring Energy position peaked at $108K in Q3 2024.
23 funds tracked by Wall St. Rank held Ring Energy as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.