A detailed history of Venturi Wealth Management, LLC transactions in Adams Natural Resources Fund, Inc. stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 2,499 shares of PEO stock, worth $54,228. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,499
Previous 2,499 -0.0%
Holding current value
$54,228
Previous $59,000 1.69%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024

BUY
$19.79 - $22.82 $32,950 - $37,995
1,665 Added 199.64%
2,499 $51,000
Q1 2023

May 02, 2023

BUY
$19.23 - $23.1 $16,037 - $19,265
834 New
834 $17,000
Q3 2019

Oct 29, 2019

BUY
$14.64 - $16.7 $12,209 - $13,927
834 New
834 $13,000

Others Institutions Holding PEO

About ADAMS NATURAL RESOURCES FUND, INC.


  • Ticker PEO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 24,485,300
  • Market Cap $531M
  • Description
  • Adams Natural Resources Fund, Inc. is a publicly owned investment manager. The firm invests in the public equity markets across the globe. It invests in stocks of companies of all market capitalizations operating in the energy and natural resources sector including oil companies, exploration and production, utilities, services, and basic materia...
More about PEO
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