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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
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

PEAK6
PEAK6 Chicago, Illinois $48.6B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Mindset Wealth Management's REI Position: Q2 2026 in Review

Mindset Wealth Management held its Ring Energy (REI) position steady in Q2 2026 at 34,500 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #189.

Mindset Wealth Management first reported a position in REI in Q3 2024 and has held it in 8 quarters since. The position peaked at $108K in Q3 2024. 143 funds tracked by Wall St. Rank hold REI as of Q2 2026.

  • Mindset Wealth Management held 34,500 shares of Ring Energy worth $37.3K as of Q2 2026.
  • Mindset Wealth Management left its Ring Energy share count unchanged in Q2 2026.
  • Ring Energy made up 0.01% of Mindset Wealth Management's portfolio in Q2 2026, its #189 holding.
  • Mindset Wealth Management first reported a position in Ring Energy in Q3 2024 and has held it in 8 quarters since.
  • Mindset Wealth Management's Ring Energy position peaked at $108K in Q3 2024.
  • 143 funds tracked by Wall St. Rank held Ring Energy as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.