MWM
REI icon

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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CF
CDC Financial Chicago, Illinois $157M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B 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

Mindset Wealth Management's REI Position: Q1 2026 in Review

Mindset Wealth Management reduced its Ring Energy (REI) stake by 49% in Q1 2026, selling an estimated $41.8K and leaving 34,500 shares worth $52.8K. The position accounts for 0.01% of the portfolio, ranked #174.

Mindset Wealth Management first reported a position in REI in Q3 2024 and has held it in 7 quarters since. The position peaked at $108K in Q3 2024. 126 funds tracked by Wall St. Rank hold REI as of Q1 2026.

  • Mindset Wealth Management held 34,500 shares of Ring Energy worth $52.8K as of Q1 2026.
  • Mindset Wealth Management sold 32,900 Ring Energy shares in Q1 2026, an estimated $41.8K.
  • Ring Energy made up 0.01% of Mindset Wealth Management's portfolio in Q1 2026, its #174 holding.
  • Mindset Wealth Management first reported a position in Ring Energy in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Ring Energy position peaked at $108K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held Ring Energy as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.