WealthCollab’s Ring Energy REI Stock Holding History

WealthCollab’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 Q4	–	Sell	-10,731	Closed	-$11.7K	–	1092
2025 Q3	$11.7K	Buy	10,731 +1,550	+17%	+$1.4K	0.01%	489
2025 Q2	$7.29K	Buy	9,181 +8,674	+1,711%	+$7.34K	﹤0.01%	561
2025 Q1	$584	Sell	507 -858	-63%	-$1.12K	﹤0.01%	877
2024 Q4	$1.86K	Buy	+1,365	New	+$2.05K	﹤0.01%	760
2024 Q2	–	Sell	-909	Closed	-$1.78K	–	901
2024 Q1	$1.78K	Buy	+909	New	+$1.35K	﹤0.01%	764

Other funds holding REI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

CDC Financial Chicago, Illinois $157M AUM

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

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

PEAK6 Chicago, Illinois $42.6B AUM 66.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WealthCollab's REI Position: Q4 2025 in Review

WealthCollab sold out of Ring Energy (REI) in Q4 2025, closing a stake of 10,731 shares — an estimated $11.7K sold.

WealthCollab first reported a position in REI in Q1 2024 and held it in 5 quarters. The position peaked at $11.7K in Q3 2025. 109 funds tracked by Wall St. Rank hold REI as of Q4 2025.

WealthCollab reported no remaining Ring Energy position as of Q4 2025 after selling out during the quarter.
WealthCollab sold 10,731 Ring Energy shares in Q4 2025, an estimated $11.7K.
WealthCollab first reported a position in Ring Energy in Q1 2024 and held it in 5 quarters.
WealthCollab's Ring Energy position peaked at $11.7K in Q3 2025.
109 funds tracked by Wall St. Rank held Ring Energy as of Q4 2025.

Based on WealthCollab's 13F filing for Q4 2025, filed 27 Jan 2026.