PEO
ADAMS NATURAL RESOURCES FUND, INC.
$25.84
+0.82%
No data for this timeframe.
Vol
Inst. Holders29 funds
Inst. Value$93.8M
Inst. Activity3 buys / 1 sells
Press Releases1
Recent Activity
Inst.
MORGAN STANLEY — ADD
1,274,212 shares ($35.4M)
Inst.
Concurrent Investment Advisors, LLC — TRIM
14,410 shares ($400.6K)
Apr 21, 2026
earnings_calendar
PEO Q1 2026 Earnings Scheduled — 2026-04-21
Apr 17, 2026
Press
Adams Natural Resources Fund (PEO) declared a $0.52 per share distribution payable in stock or cash, with 58% sourced fr
Impact 5/10
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $35.4M | ADD |
| LAZARD ASSET MANAGEMENT LLC | $14.1M | — |
| ROYAL BANK OF CANADA | $11.9M | ADD |
| RAYMOND JAMES FINANCIAL INC | $6.7M | — |
| Verition Fund Management LLC | $3.7M | — |
29 institutional holders with $93.8M total value (3,377,961 shares) as of 2026-Q1. Top holders: MORGAN, LAZARD, ROYAL. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,274,212 | $35.4M | 37.7% | ADD +30.2% |
| 2 | LAZARD ASSET MANAGEMENT LLC | 507,006 | $14.1M | 15.0% | — |
| 3 | ROYAL BANK OF CANADA | 426,717 | $11.9M | 12.6% | ADD +39.0% |
| 4 | RAYMOND JAMES FINANCIAL INC | 239,336 | $6.7M | 7.1% | — |
| 5 | Verition Fund Management LLC | 131,450 | $3.7M | 3.9% | — |
| 6 | BANK OF AMERICA CORP /DE/ | 124,273 | $3.5M | 3.7% | — |
| 7 | CAPSTONE INVESTMENT ADVISORS, LLC | 113,761 | $3.2M | 3.4% | DOUBLED +111.8% |
| 8 | FIRST TRUST ADVISORS LP | 77,470 | $2.2M | 2.3% | — |
| 9 | D.A. DAVIDSON & CO. | 74,933 | $2.1M | 2.2% | — |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 65,645 | $1.7M | 1.9% | — |
| 11 | JONES FINANCIAL COMPANIES LLLP | 49,164 | $1.4M | 1.5% | — |
| 12 | WELLS FARGO & COMPANY/MN | 42,938 | $1.2M | 1.3% | — |
| 13 | STIFEL FINANCIAL CORP | 42,902 | $1.2M | 1.3% | TRIM -25.7% |
| 14 | WOLVERINE ASSET MANAGEMENT LLC | 34,305 | $953.7K | 1.0% | TRIM -70.6% |
| 15 | HighTower Advisors, LLC | 31,635 | $879.4K | 0.9% | — |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 28,473 | $791.5K | 0.8% | ADD +27.5% |
| 17 | Baird Financial Group, Inc. | 26,918 | $748.3K | 0.8% | TRIM -50.1% |
| 18 | GUGGENHEIM CAPITAL LLC | 22,002 | $611.7K | 0.7% | TRIM -42.3% |
| 19 | Allspring Global Investments Holdings, LLC | 20,967 | $582.9K | 0.6% | — |
| 20 | Concurrent Investment Advisors, LLC | 14,410 | $400.6K | 0.4% | TRIM -50.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 978,343 | 1,274,212 | +30.2% | $35.4M | 2026-Q1 |
| Concurrent Investment Advisors, LLC | TRIM | 29,253 | 14,410 | -50.7% | $400.6K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | ADD | 1,950 | 2,550 | +30.8% | $70.9K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 82 | 2,294 | +2697.6% | $63.8K | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC | TRIM | 155,166 | 45,551 | -70.6% | $990.3K | 2025-Q4 |
| COMMONWEALTH EQUITY SERVICES, LLC | ADD | 22,182 | 28,277 | +27.5% | $614.7K | 2025-Q4 |
| FIFTH THIRD BANCORP | NEAR_EXIT | 3,149 | 82 | -97.4% | $1.8K | 2025-Q4 |
| WOLVERINE ASSET MANAGEMENT LLC | ADD | 114,170 | 155,166 | +35.9% | $3.3M | 2025-Q3 |
| Concurrent Investment Advisors, LLC | ADD | 14,932 | 24,169 | +61.9% | $520.1K | 2025-Q3 |
| ROYAL BANK OF CANADA | ADD | 378,606 | 526,089 | +39.0% | $11.2M | 2025-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC | DOUBLED | 51,074 | 114,170 | +123.5% | $2.4M | 2025-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC | TRIM | 34,248 | 22,282 | -34.9% | $476.00 | 2025-Q2 |
| STIFEL FINANCIAL CORP | TRIM | 75,452 | 56,060 | -25.7% | $1.3M | 2025-Q1 |
| Baird Financial Group, Inc. | TRIM | 54,194 | 27,046 | -50.1% | $616.9K | 2025-Q1 |
| FIFTH THIRD BANCORP | TRIM | 4,310 | 3,000 | -30.4% | $68.4K | 2025-Q1 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | NEAR_EXIT | 4,613 | 1,108 | -76.0% | $22.5K | 2025-Q1 |
| CAPSTONE INVESTMENT ADVISORS, LLC | DOUBLED | 53,699 | 113,761 | +111.8% | $2.5M | 2024-Q4 |
| FIFTH THIRD BANCORP | TRIM | 6,186 | 4,310 | -30.3% | $93.7K | 2024-Q4 |
| WOLVERINE ASSET MANAGEMENT LLC | DOUBLED | 1,844 | 24,086 | +1206.2% | $559.3K | 2024-Q3 |
| GUGGENHEIM CAPITAL LLC | TRIM | 28,728 | 16,580 | -42.3% | $385.0K | 2024-Q3 |
| Invesco Ltd. | TRIM | 15,787 | 9,093 | -42.4% | $211.1K | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 21, 2026
earnings_calendar
PEO Q1 2026 Earnings Scheduled — 2026-04-21
Apr 17, 2026
bankruptcy
Adams Natural Resources Fund Declares Distribution
<p>BALTIMORE, April 17, 2026 (GLOBE NEWSWIRE) -- On April 16, 2026, Adams Natural Resources Fund, Inc. (NYSE: PEO) declared a distribution of $0.52
Apr 16, 2026
earnings
Adams Natural Resources Fund Announces First Quarter 2026 Performance
<p>BALTIMORE, April 16, 2026 (GLOBE NEWSWIRE) -- Adams Natural Resources Fund, Inc. (NYSE: PEO) today announced the Fund’s investment returns for th