ADAMS NATURAL RESOURCES FUND (PEO) Institutional Shareholders
ADAMS NATURAL RESOURCES FUND (PEO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $273.39M in PEO holdings during the latest filing period.
Adams Diversified Equity Fund, Inc. is currently the largest disclosed institutional shareholder of PEO tracked by InsiderSet, reporting ownership valued at approximately $66.09M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $71.89M, representing an estimated gain of +8.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed PEO value among the investors covered in this analysis. Major shareholders include Adams Diversified Equity Fund, Inc., Saba Capital Management, L.P., Morgan Stanley, and several other long-term asset managers with concentrated positions in ADAMS NATURAL RESOURCES FUND (PEO).
This page ranks the largest institutional PEO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
95
Total Reported Value
$273.39M
Largest Holder
Adams Diversified Equity Fund, Inc.
Largest Position
$66.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Adams Diversified Equity Fund, Inc. | 2.02% | 2,673,453 | $66,087,758 | $71,889,151 | +$5,801,393 | +8.78% | |
| Saba Capital Management, L.P. | 2.02% | 2,262,661 | $62,901,976 | $60,842,954 | -$2,059,022 | -3.27% | |
| Morgan Stanley | 0.00% | 1,274,212 | $35,423,110 | $34,263,561 | -$1,159,549 | -3.27% | |
| Lazard Asset Management Llc | 0.02% | 507,006 | $14,094,767 | $13,633,391 | -$461,376 | -3.27% | |
| Royal Bank Of Canada | 0.00% | 426,717 | $11,863,000 | $11,474,420 | -$388,580 | -3.28% | |
| Raymond James Financial Inc | 0.00% | 239,336 | $6,653,541 | $6,435,745 | -$217,796 | -3.27% | |
| Basepoint Wealth Llc | 2.64% | 165,998 | $4,614,745 | $4,463,686 | -$151,059 | -3.27% | |
| Intrepid Family Office Llc | 3.77% | 156,000 | $4,336,800 | $4,194,840 | -$141,960 | -3.27% | |
| Verition Fund Management Llc | 0.04% | 131,450 | $3,654,310 | $3,534,691 | -$119,620 | -3.27% | |
| Bank Of America Corp | 0.00% | 124,273 | $3,454,784 | $3,341,701 | -$113,083 | -3.27% | |
| Fca Corp | 0.93% | 118,306 | $3,288,913 | $3,181,248 | -$107,665 | -3.27% | |
| Capstone Investment Advisors, Llc | 0.03% | 113,761 | $3,162,556 | $3,059,033 | -$103,523 | -3.27% | |
| Blue Bell Private Wealth Management, Llc | 0.45% | 113,357 | $3,151,325 | $3,048,170 | -$103,155 | -3.27% | |
| Advisors Asset Management, Inc. | 0.05% | 101,998 | $2,835,544 | $2,742,726 | -$92,818 | -3.27% | |
| Whitener Capital Management, Inc. | 0.47% | 90,616 | $2,240,051 | $2,436,664 | +$196,613 | +8.78% | |
| Lpl Financial Llc | 0.00% | 80,156 | $2,228,326 | $2,155,395 | -$72,931 | -3.27% | |
| First Trust Advisors Lp | 0.00% | 77,470 | $2,153,666 | $2,083,168 | -$70,498 | -3.27% | |
| Css Llc/Il | 0.12% | 74,495 | $2,070,961 | $2,003,171 | -$67,790 | -3.27% | |
| Pathstone Holdings, Llc | 0.01% | 72,803 | $2,023,925 | $1,957,673 | -$66,252 | -3.27% | |
| D.A. Davidson & Co. | 0.01% | 75,136 | $1,857,378 | $2,020,407 | +$163,029 | +8.78% | |
| Sprott Inc. | 0.06% | 74,172 | $1,833,542 | $1,994,485 | +$160,943 | +8.78% | |
| Uhlmann Price Securities, Llc | 0.06% | 70,166 | $1,734,532 | $1,886,764 | +$152,232 | +8.78% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 61,894 | $1,563,432 | $1,664,330 | +$100,898 | +6.45% | |
| Uncommon Cents Investing Llc | 0.33% | 61,469 | $1,519,508 | $1,652,901 | +$133,393 | +8.78% | |
| Jones Financial Companies Lllp | 0.00% | 49,164 | $1,382,479 | $1,322,020 | -$60,459 | -4.37% | |
| Nations Financial Group Inc | 0.06% | 50,562 | $1,249,914 | $1,359,612 | +$109,698 | +8.78% | |
| Burney Co/ | 0.03% | 49,519 | $1,224,110 | $1,331,566 | +$107,456 | +8.78% | |
| Wells Fargo & Company/Mn | 0.00% | 42,938 | $1,193,670 | $1,154,603 | -$39,067 | -3.27% | |
| Stifel Financial Corp | 0.00% | 42,902 | $1,192,650 | $1,153,635 | -$39,015 | -3.27% | |
| St. James Investment Company, Llc | 0.17% | 38,690 | $1,075,582 | $1,040,374 | -$35,208 | -3.27% | |
| Millennium Management Llc | 0.00% | 38,445 | $1,068,771 | $1,033,786 | -$34,985 | -3.27% | |
| Principal Securities, Inc. | 0.02% | 38,210 | $1,062,238 | $1,027,467 | -$34,771 | -3.27% | |
| Wealthcare Advisory Partners Llc | 0.02% | 42,179 | $1,042,653 | $1,134,193 | +$91,540 | +8.78% | |
| Roberts Glore & Co Inc | 0.28% | 36,175 | $1,005,665 | $972,746 | -$32,919 | -3.27% | |
| Wolverine Asset Management Llc | 0.01% | 34,305 | $953,679 | $922,461 | -$31,218 | -3.27% | |
| Hightower Advisors, Llc | 0.00% | 31,635 | $879,441 | $850,665 | -$28,776 | -3.27% | |
| Cetera Investment Advisers | 0.00% | 29,673 | $824,922 | $797,907 | -$27,015 | -3.27% | |
| Calamos Advisors Llc | 0.00% | 32,307 | $798,629 | $868,735 | +$70,106 | +8.78% | |
| Navis Wealth Advisors, Llc | 0.40% | 28,033 | $779,317 | $753,807 | -$25,510 | -3.27% | |
| Walsh & Associates, Llc | 0.64% | 31,472 | $777,988 | $846,282 | +$68,294 | +8.78% | |
| Kovack Advisors, Inc. | 0.04% | 31,162 | $766,023 | $837,946 | +$71,923 | +9.39% | |
| Ubs Group Ag | 0.00% | 27,283 | $758,467 | $733,640 | -$24,827 | -3.27% | |
| Baird Financial Group, Inc. | 0.00% | 26,918 | $748,320 | $723,825 | -$24,495 | -3.27% | |
| Evolve Private Wealth, Llc | 0.04% | 25,824 | $717,907 | $694,407 | -$23,500 | -3.27% | |
| Commonwealth Equity Services, Llc | 0.00% | 26,409 | $652,830 | $710,138 | +$57,308 | +8.78% | |
| Guggenheim Capital Llc | 0.00% | 22,002 | $611,656 | $591,634 | -$20,022 | -3.27% | |
| Cullen Value Fund | Jim Cullen | 0.07% | 24,699 | $610,550 | $664,156 | +$53,606 | +8.78% |
| Level Four Advisory Services, Llc | 0.02% | 21,161 | $588,293 | $569,019 | -$19,274 | -3.28% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 20,967 | $582,883 | $563,803 | -$19,080 | -3.27% | |
| Jane Street Group, Llc | 0.00% | 20,112 | $559,114 | $540,812 | -$18,302 | -3.27% |
Frequently asked questions about PEO
Who owns the most PEO stock?
The largest holders of PEO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ADAMS NATURAL RESOURCES FUND (PEO).
Is PEO widely held by superinvestors?
Many widely followed stocks like PEO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PEO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.