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 92 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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
1,500
shares
|
$33,150
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,201
shares
|
$26,542
0.0% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
1,108
shares
|
$24,486
0.0% of portfolio
|
Q1 2025
Reduced 75.98%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
945
shares
|
$20,884
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
865
shares
|
$19,116
0.0% of portfolio
|
Q3 2024
Added 1563.46%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
800
shares
|
$17,680
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
682
shares
|
$15,072
0.0% of portfolio
|
Q2 2023
Reduced 69.72%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
500
shares
|
$11,050
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
493
shares
|
$10,895
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
300
shares
|
$6,630
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
253
shares
|
$5,591
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
220
shares
|
$4,862
0.0% of portfolio
|
Q3 2025
Added 78.86%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
200
shares
|
$4,420
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
84
shares
|
$1,856
0.0% of portfolio
|
Q3 2025
Reduced 80.91%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
48
shares
|
$1,060
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3
shares
|
$66
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|