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Adams Natural Resources Fund (PEO) Institutional Ownership

Adams Natural Resources Fund logo
$27.89 +0.18 (+0.64%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$27.88 -0.01 (-0.02%)
As of 10/2/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Adams Natural Resources Fund (NYSE:PEO)

Current
Institutional Ownership
Percentage
33.54%
Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$42.83M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$19.57M
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PEO Institutional Buying and Selling by Quarter

Adams Natural Resources Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2026HighTower Advisors LLC27,374$677K0.0%-13.5%0.100%
8/23/2026Aspire Capital Advisors LLC40,764$1.01M0.2%N/A0.148%
8/22/2026Concurrent Investment Advisors LLC13,755$340K0.0%-4.5%0.050%
8/20/2026Northwestern Mutual Wealth Management Co.759$35K0.0%N/A0.003%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC184,471$8.52M0.0%N/A0.671%
8/18/2026Public Employees Retirement System of Ohio19,697$909K0.0%N/A0.072%
8/17/2026Redwood Investment Management LLC25,172$1.16M0.1%N/A0.092%
8/14/2026Ancora Advisors LLC29,675$1.37M0.0%N/A0.108%
8/7/2026Diamond Hill Capital Management LLC Investment Advisor349,945$16.15M0.1%N/A1.273%
8/6/2026Bank of New York Mellon Corp317,532$14.66M0.0%N/A1.155%
8/6/2026S&CO Inc.59,425$2.74M0.2%N/A0.216%
7/10/2026Whitener Capital Management Inc.90,616$2.24M0.5%+1.2%0.330%
7/10/2026Wealthcare Advisory Partners LLC42,179$1.04M0.0%+6.4%0.153%
6/3/2026NewEdge Advisors LLC8,885$247K0.0%-37.4%0.032%
5/19/2026Bank of America Corp DE124,273$3.46M0.0%+0.9%0.452%
5/18/2026Sunbelt Securities Inc.5,500$153K0.0%N/A0.020%
5/18/2026Royal Bank of Canada426,717$11.86M0.0%-17.9%1.552%
5/16/2026Saba Capital Management L.P.2,262,661$62.90M1.7%-16.1%8.228%
5/16/2026Lazard Asset Management LLC507,006$14.10M0.0%-0.4%1.844%
5/14/2026FCA Corp TX118,306$3.29M0.9%+5.2%0.430%
5/13/2026Cetera Investment Advisers29,673$825K0.0%+9.9%0.108%
5/13/2026First Trust Advisors LP77,470$2.15M0.0%+8.7%0.282%
5/8/2026PNC Financial Services Group Inc.2,550$71K0.0%+30.8%0.009%
5/7/2026Basepoint Wealth LLC165,998$4.62M2.6%-0.6%0.604%
5/6/2026Allspring Global Investments Holdings LLC20,967$583K0.0%+10.5%0.076%
5/5/2026D.A. Davidson & CO.74,933$2.08M0.0%+10.3%0.272%
5/5/2026Roberts Glore & Co. Inc. IL36,175$1.01M0.3%+6.1%0.132%
5/4/2026Calamos Advisors LLC30,153$838K0.0%N/A0.110%
5/1/2026Fifth Third Bancorp2,294$64K0.0%+2,697.6%0.008%
4/30/2026Kestra Advisory Services LLC34,799$967K0.0%+10.0%0.127%
4/29/2026Burney Co.47,802$1.33M0.0%+41.6%0.174%
4/28/2026Meridian Investment Counsel Inc.7,779$216K0.1%N/A0.028%
4/27/2026Private Advisor Group LLC7,820$217K0.0%N/A0.028%
4/22/2026Adams Diversified Equity Fund Inc.2,621,907$72.89M2.6%+1.9%9.534%
4/17/2026Sovereign Financial Group Inc.9,209$256K0.0%N/A0.033%
4/16/2026Evolve Private Wealth LLC25,824$718K0.0%+1.9%0.094%
4/16/2026Uhlmann Price Securities LLC67,396$1.87M0.1%+1.8%0.245%
4/15/2026Nations Financial Group Inc. IA ADV51,280$1.43M0.1%+2.4%0.186%
2/18/2026NewEdge Advisors LLC14,183$308K0.0%+10.8%0.054%
2/18/2026Saba Capital Management L.P.2,698,250$58.66M1.7%+0.4%10.268%
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2/18/2026Intrepid Family Office LLC153,379$3.33M2.9%+2.3%0.584%
2/18/2026Evolve Private Wealth LLC25,333$551K0.0%N/A0.096%
2/17/2026Cetera Investment Advisers27,010$587K0.0%+10.2%0.103%
2/17/2026Lazard Asset Management LLC508,966$11.07M0.0%-0.2%1.937%
2/17/2026Kovack Advisors Inc.23,712$515K0.0%+5.6%0.090%
2/17/2026Osaic Holdings Inc.22,442$488K0.0%+18.5%0.085%
2/17/2026Royal Bank of Canada519,439$11.29M0.0%-0.4%1.977%
2/16/2026Verition Fund Management LLC149,075$3.24M0.0%+2.3%0.567%
2/16/2026Adams Diversified Equity Fund Inc.2,572,684$55.93M1.9%+2.3%9.790%
2/13/2026Kestra Advisory Services LLC31,639$688K0.0%+2.7%0.120%
2/13/2026Stifel Financial Corp43,181$939K0.0%-19.1%0.164%
2/13/2026First Trust Advisors LP71,295$1.55M0.0%-1.4%0.271%
2/13/2026Wells Fargo & Company MN42,583$926K0.0%-2.3%0.162%
2/12/2026Advisors Asset Management Inc.78,223$1.70M0.0%+16.1%0.298%
2/12/2026Jane Street Group LLC9,606$209K0.0%-32.1%0.037%
2/12/2026Sprott Inc.67,520$1.47M0.0%+11.4%0.257%
2/12/2026Commonwealth Equity Services LLC28,277$615K0.0%+27.5%0.108%
2/12/2026Principal Securities Inc.43,243$940K0.0%+5.1%0.165%
2/12/2026Kovack Advisors Inc.23,712$511K0.0%+5.6%0.090%
2/11/2026FCA Corp TX112,487$2.45M0.7%-11.4%0.428%
2/11/2026LPL Financial LLC68,135$1.48M0.0%+10.3%0.259%
2/10/2026Basepoint Wealth LLC166,957$3.63M2.2%-1.1%0.635%
2/9/2026Blue Bell Private Wealth Management LLC115,997$2.52M0.4%+2.6%0.441%
2/9/2026North Star Asset Management Inc.87,418$1.90M0.1%-1.0%0.333%
2/6/2026Global Retirement Partners LLC1,589$35K0.0%N/A0.006%
2/6/2026HighTower Advisors LLC31,430$683K0.0%-52.7%0.120%
2/5/2026Roberts Glore & Co. Inc. IL34,100$741K0.2%+20.9%0.130%
2/2/2026Wolverine Asset Management LLC45,551$990K0.0%-70.6%0.173%
1/29/2026D.A. Davidson & CO.67,962$1.48M0.0%+2.8%0.259%
1/29/2026Concurrent Investment Advisors LLC29,253$636K0.0%+21.0%0.111%
1/26/2026Nations Financial Group Inc. IA ADV50,090$1.09M0.1%-8.6%0.191%
1/23/2026Farther Finance Advisors LLC2,930$64K0.0%N/A0.011%
1/23/2026Whitener Capital Management Inc.87,546$1.90M0.4%+13.0%0.333%
1/23/2026Burney Co.33,765$734K0.0%+9.0%0.128%
1/15/2026Uncommon Cents Investing LLC58,884$1.28M0.3%-1.8%0.224%
1/15/2026Allspring Global Investments Holdings LLC18,967$412K0.0%N/A0.072%
1/14/2026Wealthcare Advisory Partners LLC36,182$787K0.0%-1.2%0.138%
1/12/2026Cullen Investment Group LTD.27,399$614K0.1%+1.7%0.104%
1/12/2026Uhlmann Price Securities LLC66,180$1.44M0.9%+2.5%0.252%
1/8/2026Wealth Enhancement Advisory Services LLC60,628$1.33M0.0%+1.0%0.231%
11/18/2025Advisory Services Network LLC2,239$48K0.0%N/A0.009%
11/17/2025Verition Fund Management LLC145,791$3.14M0.0%+15.8%0.555%
11/17/2025Northwestern Mutual Wealth Management Co.4,436$95K0.0%+58.4%0.017%
11/17/2025Bank of America Corp DE122,825$2.64M0.0%+1.5%0.467%
11/14/2025Creative Planning10,302$222K0.0%+8.6%0.039%
11/14/2025Lazard Asset Management LLC510,075$10.98M0.0%+23.4%1.941%
11/14/2025Raymond James Financial Inc.221,033$4.76M0.0%-1.0%0.841%
11/13/2025Pathstone Holdings LLC264,520$5.69M0.0%+28.2%1.007%
11/13/2025UBS Group AG32,605$702K0.0%-12.6%0.124%
11/13/2025Basepoint Wealth LLC168,880$3.63M2.6%-3.7%0.643%
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Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

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11/13/2025First Trust Advisors LP72,305$1.56M0.0%+15.6%0.275%
11/12/2025Sprott Inc.60,610$1.30M0.0%+1.8%0.231%
11/12/2025Roberts Glore & Co. Inc. IL28,205$607K0.2%+5.7%0.107%
11/10/2025North Star Asset Management Inc.88,281$1.90M0.1%-3.1%0.336%
11/10/2025Kovack Advisors Inc.22,454$483K0.0%-11.8%0.085%
11/7/2025Uhlmann Price Securities LLC64,568$1.39M0.8%+4.7%0.246%
11/6/2025Advisors Asset Management Inc.67,376$1.45M0.0%+47.0%0.256%
11/4/2025Penserra Capital Management LLC272,359$5.86M0.1%+28.4%1.036%
11/4/2025Jones Financial Companies Lllp25,339$561K0.0%+47.2%0.096%
10/29/2025Wealth Enhancement Advisory Services LLC60,020$1.30M0.0%-3.4%0.228%


PEO Institutional Ownership - Frequently Asked Questions

During the previous two years, 95 institutional investors and hedge funds held shares of Adams Natural Resources Fund. The most heavily invested institutionals were Adams Diversified Equity Fund Inc. ($72.89M), Saba Capital Management L.P. ($62.90M), Diamond Hill Capital Management LLC Investment Advisor ($16.15M), Bank of New York Mellon Corp ($14.66M), Lazard Asset Management LLC ($14.10M), Royal Bank of Canada ($11.86M), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($8.52M).Learn more on Adams Natural Resources Fund's institutional investors.

33.54% of Adams Natural Resources Fund's stock is owned by institutional investors. Learn more on PEO's institutional investor holdings.

Of the 77 institutional investors that purchased Adams Natural Resources Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($454.81K), Adams Diversified Equity Fund Inc. ($435.13K), Pathstone Holdings LLC ($355.94K), Diamond Hill Capital Management LLC Investment Advisor ($349.95K), Bank of New York Mellon Corp ($317.53K), Penserra Capital Management LLC ($272.36K), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($184.47K).

Institutional investors have bought a total of 1,790,095 shares in the last 24 months. This purchase volume represents approximately $42.83M in transactions.

Of the 24 institutional investors that sold Adams Natural Resources Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($435.59K), Wolverine Asset Management LLC ($109.62K), Royal Bank of Canada ($94.73K), HighTower Advisors LLC ($39.24K), FCA Corp TX ($14.44K), Stifel Financial Corp ($10.18K), and Basepoint Wealth LLC ($9.34K).

Institutional investors have sold a total of 753,692 shares in the last 24 months. This volume of shares sold represents approximately $19.57M in transactions.


Related Companies

Institutional ownership data for NYSE:PEO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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