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Raffa Wealth Management’s Ring Energy REI Stock Holding History

Raffa 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
2025
Q2 		– Sell
-5,675
Closed -$6.53K – 1131
2025
Q1 		$6.53K Hold
5,675
– – ﹤0.01% 391
2024
Q4 		$7.72K Sell
5,675
-2,511
-31% -$3.77K ﹤0.01% 367
2024
Q3 		$13.1K Sell
8,186
-628
-7% -$1.12K ﹤0.01% 276
2024
Q2 		$14.9K Hold
8,814
– – ﹤0.01% 383
2024
Q1 		$17.3K Buy
8,814
+3,269
+59% +$4.86K 0.01% 337
2023
Q4 		$8.1K Sell
5,545
-367
-6% -$604 ﹤0.01% 326
2023
Q3 		$11.5K Buy
5,912
+3,379
+133% +$6.77K ﹤0.01% 258
2023
Q2 		$4.33K Hold
2,533
– – ﹤0.01% 418
2023
Q1 		$4.81K Hold
2,533
– – ﹤0.01% 418
2022
Q4 		$6.23K Hold
2,533
– – ﹤0.01% 350
2022
Q3 		$5.88K Buy
2,533
+1,590
+169% +$4.34K ﹤0.01% 359
2022
Q2 		$2.51K Buy
+943
New +$3.9K ﹤0.01% 550
2020
Q2 		– Sell
-1,346
Closed -$887 – 898
2020
Q1 		$887 Buy
+1,346
New +$2.39K ﹤0.01% 629

Other funds holding REI

WP
Warburg Pincus New York $187M AUM 34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

Raffa Wealth Management's REI Position: Q2 2025 in Review

Raffa Wealth Management sold out of Ring Energy (REI) in Q2 2025, closing a stake of 5,675 shares — an estimated $6.53K sold.

Raffa Wealth Management first reported a position in REI in Q1 2020 and held it in 13 quarters. The position peaked at $17.3K in Q1 2024. 132 funds tracked by Wall St. Rank hold REI as of Q2 2025.

  • Raffa Wealth Management reported no remaining Ring Energy position as of Q2 2025 after selling out during the quarter.
  • Raffa Wealth Management sold 5,675 Ring Energy shares in Q2 2025, an estimated $6.53K.
  • Raffa Wealth Management first reported a position in Ring Energy in Q1 2020 and held it in 13 quarters.
  • Raffa Wealth Management's Ring Energy position peaked at $17.3K in Q1 2024.
  • 132 funds tracked by Wall St. Rank held Ring Energy as of Q2 2025.

Based on Raffa Wealth Management's 13F filing for Q2 2025, filed 27 Jul 2026.