Winnow Wealth’s Ring Energy REI Stock Holding History

Winnow Wealth’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	–	Sell	-3,365	Closed	-$3.37K	–	457
2025 Q4	$3.37K	Hold	3,365	–	–	﹤0.01%	316
2025 Q3	$6.73K	Buy	+3,365	New	+$3.05K	0.01%	250
2025 Q2	–	Sell	-3,365	Closed	-$3.87K	–	566
2025 Q1	$3.87K	Hold	3,365	–	–	﹤0.01%	259
2024 Q4	$4.58K	Buy	+3,365	New	+$5.05K	﹤0.01%	209

Other funds holding REI

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CDC Financial Chicago, Illinois $239M AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Winnow Wealth's REI Position: Q1 2026 in Review

Winnow Wealth sold out of Ring Energy (REI) in Q1 2026, closing a stake of 3,365 shares — an estimated $3.37K sold.

Winnow Wealth first reported a position in REI in Q4 2024 and held it in 4 quarters. The position peaked at $6.73K in Q3 2025. 126 funds tracked by Wall St. Rank hold REI as of Q1 2026.

Winnow Wealth reported no remaining Ring Energy position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 3,365 Ring Energy shares in Q1 2026, an estimated $3.37K.
Winnow Wealth first reported a position in Ring Energy in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Ring Energy position peaked at $6.73K in Q3 2025.
126 funds tracked by Wall St. Rank held Ring Energy as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.