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$PEO
$30.25 -$0.52 (1.69%) Close

Ownership

13F as of Q2 2026 · 28.0M shares outstanding

Who owns PEO?

By type of holder
Institutions 38.6% Insiders 20.0% Everyone else 41.4%
Concentration Top 10 holders own 36.9%
Adams Diversified Equity Fund, Inc. 9.5% · Boaz R. Weinstein 8.2%
Institutional ownership
38.6%
+1.4 pts vs last qtr
Institutional holders
96
-1 vs last qtr
Net shares bought
+377.8K
by institutions in Q2 2026
New / sold out
14 / 15
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026
  • Morgan Stanley +175.4K
  • Pathstone Holdings, LLC +85.6K

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Biggest sellers in Q2 2026
  • Verition Fund Management LLC −62.8K
  • Navis Wealth Advisors, LLC SOLD OUT −28.0K

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Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Adams Natural Resources Fund Inc in the last 12 months.

Is your stake being diluted?

There are not yet two fiscal years of reported share counts for Adams Natural Resources Fund Inc.

How patient are the owners?

Institutional shares by how long they've been held
5+ years56% 3–5 years28% 1–3 years12% Under 1 year4%
Quarterly turnover
4.4%
of institutional shares changed hands
Top 10 managers, median time held
4.5 years

Super Investors

Investment managers reporting PEO on Form 13F
AD
Adams Diversified Equity Fund, Inc.
Shares
2.7M
% of company
9.54%
Change vs last qtr
+51.5K (+2.0%)
Held since
≤2021
SC
Saba Capital Management, L.P.
13D · 8.3%
Shares
2.3M
% of company
8.10%
Change vs last qtr
+6.6K (+0.3%)
Held since
2022

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Institutional Funds

Mutual funds and ETFs reporting PEO on Form N-PORT; together they hold 10.8% of the company
AD
Adams Diversified Equity Fund, Inc.
Fund
Position value
$66.1M
% of company
9.54%
% of the fund
2.01%
As of
June 30, 2026
CS
Cohen & Steers Closed-End Opportunity Fund, Inc.
Cohen & Steers Closed-End Opportunity Fund, Inc.
Position value
$4.42M
% of company
0.64%
% of the fund
1.16%
As of
June 30, 2026

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Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G
BR
Boaz R. Weinstein
5%+ holder13D · 8.3%
Shares
2.3M
% of company
8.15%
Change vs last qtr
—
Held since
—
HB
Hook Brian Stephen
Insider
Shares
65.3K
% of company
0.23%
Change vs last qtr
—
Held since
—

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