Sigma Planning Corp’s Ring Energy REI Stock Holding History

Sigma Planning Corp’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	$39.2K	Buy	+25,605	New	+$32.5K	﹤0.01%	1300
2022 Q2	–	Sell	-22,700	Closed	-$87K	–	1407
2022 Q1	$87K	Buy	+22,700	New	+$69.7K	﹤0.01%	1312
2021 Q3	–	Sell	-100,000	Closed	-$298K	–	1469
2021 Q2	$298K	Hold	100,000	–	–	0.01%	1087
2021 Q1	$231K	Hold	100,000	–	–	0.01%	1126
2020 Q4	$66K	Hold	100,000	–	–	﹤0.01%	1169
2020 Q3	$68K	Buy	100,000 +50,000	+100%	+$47.4K	﹤0.01%	1028
2020 Q2	$58K	Buy	+50,000	New	+$48.9K	﹤0.01%	1025

Other funds holding REI

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CDC Financial Chicago, Illinois $157M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Sigma Planning Corp's REI Position: Q1 2026 in Review

Sigma Planning Corp opened a new position in Ring Energy (REI) in Q1 2026: 25,605 shares worth $39.2K. The stake represents ﹤0.01% of the portfolio and ranks #1300 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in REI as recently as Q1 2022.

Sigma Planning Corp first reported a position in REI in Q2 2020 and has held it in 7 quarters since. The position peaked at $298K in Q2 2021. 126 funds tracked by Wall St. Rank hold REI as of Q1 2026.

Sigma Planning Corp held 25,605 shares of Ring Energy worth $39.2K as of Q1 2026.
Ring Energy was a new Sigma Planning Corp position in Q1 2026.
Ring Energy made up ﹤0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1300 holding.
Sigma Planning Corp first reported a position in Ring Energy in Q2 2020 and has held it in 7 quarters since.
Sigma Planning Corp's Ring Energy position peaked at $298K in Q2 2021.
126 funds tracked by Wall St. Rank held Ring Energy as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.