Institutional Ownership Adams Natural Resources Fund, Inc. (PEO)
This table provides information about the institutional ownership of Adams Natural Resources Fund, Inc. (PEO). We have compiled data on the 93 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alta Capital Management LLC
|
Nov 04, 2025 Q3 2025 |
16,000
shares
|
$353,600
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
15,029
shares
|
$332,140
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
14,677
shares
|
$324,361
0.02% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
14,488
shares
|
$320,184
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,147
shares
|
$312,648
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
13,971
shares
|
$308,759
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
13,310
shares
|
$294,151
0.0% of portfolio
|
Q4 2024
Reduced 50.85%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
12,806
shares
|
$283,012
0.0% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
12,600
shares
|
$278,460
0.03% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
12,257
shares
|
$270,879
0.01% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
10,445
shares
|
$230,834
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,302
shares
|
$227,674
0.0% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
10,074
shares
|
$222,635
0.06% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
9,760
shares
|
$215,696
0.06% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
9,369
shares
|
$207,054
0.01% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
8,091
shares
|
$178,811
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4,436
shares
|
$98,035
0.0% of portfolio
|
Q3 2025
Added 58.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
4,015
shares
|
$88,731
0.0% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
3,149
shares
|
$69,592
0.0% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,239
shares
|
$49,481
0.0% of portfolio
|
Q3 2022
Reduced 75.77%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,239
shares
|
$49,481
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,116
shares
|
$46,763
0.0% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,950
shares
|
$43,095
0.0% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,873
shares
|
$41,393
0.0% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,863
shares
|
$41,172
0.0% of portfolio
|
Q3 2025
Reduced 27.57%
|
|