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Plante Moran Financial Advisors’s Ring Energy REI Stock Holding History

Plante Moran Financial 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
-4,000
Closed -$3.48K – 847
2025
Q4 		$3.48K Buy
+4,000
New +$3.81K ﹤0.01% 684

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Vanguard Portfolio Management
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CF
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UBS Group
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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

Plante Moran Financial Advisors's REI Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of Ring Energy (REI) in Q1 2026, closing a stake of 4,000 shares — an estimated $3.48K sold.

Plante Moran Financial Advisors first reported a position in REI in Q4 2025 and held it in 1 quarter. The position peaked at $3.48K in Q4 2025. 126 funds tracked by Wall St. Rank hold REI as of Q1 2026.

  • Plante Moran Financial Advisors reported no remaining Ring Energy position as of Q1 2026 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 4,000 Ring Energy shares in Q1 2026, an estimated $3.48K.
  • Plante Moran Financial Advisors first reported a position in Ring Energy in Q4 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Ring Energy position peaked at $3.48K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Ring Energy as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.