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Ullmann Wealth Partners Group’s Ring Energy REI Stock Holding History

Ullmann Wealth Partners 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
2026
Q2 		$22.5K Sell
20,878
-608
-3% -$848 ﹤0.01% 173
2026
Q1 		$32.9K Buy
+21,486
New +$27.3K ﹤0.01% 155
2025
Q3 		– Sell
-44,028
Closed -$35K – 153
2025
Q2 		$35K Buy
44,028
+15,330
+53% +$13K ﹤0.01% 145
2025
Q1 		$33K Buy
28,698
+13,996
+95% +$18.3K ﹤0.01% 136
2024
Q4 		$20K Sell
14,702
-5,767
-28% -$8.66K ﹤0.01% 136
2024
Q3 		$32.8K Buy
20,469
+7,583
+59% +$13.6K ﹤0.01% 130
2024
Q2 		$21.8K Buy
12,886
+675
+6% +$1.24K ﹤0.01% 108
2024
Q1 		$23.9K Buy
+12,211
New +$18.2K ﹤0.01% 113

Other funds holding REI

PEAK6
PEAK6 Chicago, Illinois $48.6B AUM 40.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Ullmann Wealth Partners Group's REI Position: Q2 2026 in Review

Ullmann Wealth Partners Group reduced its Ring Energy (REI) stake by 2.8% in Q2 2026, selling an estimated $848 and leaving 20,878 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Ullmann Wealth Partners Group first reported a position in REI in Q1 2024 and has held it in 8 quarters since. The position peaked at $35K in Q2 2025. 143 funds tracked by Wall St. Rank hold REI as of Q2 2026.

  • Ullmann Wealth Partners Group held 20,878 shares of Ring Energy worth $22.5K as of Q2 2026.
  • Ullmann Wealth Partners Group sold 608 Ring Energy shares in Q2 2026, an estimated $848.
  • Ring Energy made up ﹤0.01% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #173 holding.
  • Ullmann Wealth Partners Group first reported a position in Ring Energy in Q1 2024 and has held it in 8 quarters since.
  • Ullmann Wealth Partners Group's Ring Energy position peaked at $35K in Q2 2025.
  • 143 funds tracked by Wall St. Rank held Ring Energy as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.