Principal Financial Group
REI icon

Principal Financial Group’s Ring Energy REI Stock Holding History

Principal Financial Group’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
2025
Q3 		– Sell
-118,921
Closed -$94.4K – 2323
2025
Q2 		$94.4K Buy
118,921
+108,781
+1,073% +$92.1K ﹤0.01% 2170
2025
Q1 		$11.7K Buy
+10,140
New +$13.2K ﹤0.01% 2161
2024
Q4 		– Sell
-10,352
Closed -$16.6K – 2242
2024
Q3 		$16.6K Sell
10,352
-4,179
-29% -$7.47K ﹤0.01% 2211
2024
Q2 		$24.6K Buy
14,531
+664
+5% +$1.22K ﹤0.01% 2331
2024
Q1 		$27.2K Sell
13,867
-68,127
-83% -$101K ﹤0.01% 2388
2023
Q4 		$120K Buy
81,994
+15,384
+23% +$25.3K ﹤0.01% 2243
2023
Q3 		$130K Buy
66,610
+22,230
+50% +$44.6K ﹤0.01% 2238
2023
Q2 		$75.9K Buy
44,380
+7,017
+19% +$12.9K ﹤0.01% 2325
2023
Q1 		$71K Sell
37,363
-4,688
-11% -$10.1K ﹤0.01% 2340
2022
Q4 		$103K Buy
42,051
+31,436
+296% +$86.3K ﹤0.01% 2290
2022
Q3 		$25K Buy
+10,615
New +$29K ﹤0.01% 2448
2020
Q3 		– Sell
-446,790
Closed -$518K – 2348
2020
Q2 		$518K Sell
446,790
-1,610,985
-78% -$1.58M ﹤0.01% 1961
2020
Q1 		$1.35M Sell
2,057,775
-175,359
-8% -$311K ﹤0.01% 1686
2019
Q4 		$5.89M Buy
2,233,134
+305,283
+16% +$599K ﹤0.01% 1490
2019
Q3 		$3.16M Buy
1,927,851
+92,969
+5% +$199K ﹤0.01% 1642
2019
Q2 		$5.96M Sell
1,834,882
-84,142
-4% -$374K 0.01% 1471
2019
Q1 		$11.3M Sell
1,919,024
-29,922
-2% -$178K 0.01% 1163
2018
Q4 		$9.9M Buy
1,948,946
+831,506
+74% +$5.91M 0.01% 1184
2018
Q3 		$11.1M Buy
1,117,440
+49,511
+5% +$593K 0.01% 1265
2018
Q2 		$13.5M Sell
1,067,929
-18,726
-2% -$272K 0.01% 1105
2018
Q1 		$15.6M Buy
1,086,655
+399,465
+58% +$5.81M 0.01% 966
2017
Q4 		$9.55M Buy
687,190
+3,973
+0.6% +$53.4K 0.01% 1293
2017
Q3 		$9.9M Buy
683,217
+404,020
+145% +$5.21M 0.01% 1245
2017
Q2 		$3.63M Buy
+279,197
New +$3.48M ﹤0.01% 1638

Other funds holding REI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.3% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group's REI Position: Q3 2025 in Review

Principal Financial Group sold out of Ring Energy (REI) in Q3 2025, closing a stake of 118,921 shares — an estimated $94.4K sold.

Principal Financial Group first reported a position in REI in Q2 2017 and held it in 24 quarters. The position peaked at $15.6M in Q1 2018. 113 funds tracked by Wall St. Rank hold REI as of Q3 2025.

  • Principal Financial Group reported no remaining Ring Energy position as of Q3 2025 after selling out during the quarter.
  • Principal Financial Group sold 118,921 Ring Energy shares in Q3 2025, an estimated $94.4K.
  • Principal Financial Group first reported a position in Ring Energy in Q2 2017 and held it in 24 quarters.
  • Principal Financial Group's Ring Energy position peaked at $15.6M in Q1 2018.
  • 113 funds tracked by Wall St. Rank held Ring Energy as of Q3 2025.

Based on Principal Financial Group's 13F filing for Q3 2025, filed 4 Nov 2025.