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PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in PEO — Adams Natural Resources Fund, Inc.

CIK 12600 DES MOINES, IA

Position in PEO

as of Mar 31, 2026 · filed May 13, 2026
Position Value
$1,062,238
+$122,136 QoQ
Shares Held
38,210
-11.6% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PEO Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

PRINCIPAL SECURITIES, INC. holds $102,825,897 across 50 Asset Management names. PEO ranks #27 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in PEO

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9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $1,062,238 38,210
2025-12-31 $940,102 43,243
2025-09-30 $885,698 41,157
2025-06-30 $657,875 30,785
2025-03-31 $596,093 26,133
2024-09-30 $404,236 17,409
2024-06-30 $514,154 21,777
2024-03-31 $456,265 19,786
2023-12-31 $478,141 23,177