IE
PEO

Israel Englander’s Adams Natural Resources Fund PEO Stock Holding History

Israel Englander’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$461K Sell
18,648
-19,797
-51% -$515K ﹤0.01% 4842
2026
Q1 		$1.07M Buy
38,445
+25,135
+189% +$636K ﹤0.01% 4344
2025
Q4 		$289K Hold
13,310
– – ﹤0.01% 5282
2025
Q3 		$286K Hold
13,310
– – ﹤0.01% 5358
2025
Q2 		$284K Hold
13,310
– – ﹤0.01% 5222
2025
Q1 		$304K Hold
13,310
– – ﹤0.01% 5098
2024
Q4 		$289K Sell
13,310
-14,839
-53% -$338K ﹤0.01% 5093
2024
Q3 		$629K Sell
28,149
-40,720
-59% -$908K ﹤0.01% 4644
2024
Q2 		$1.56M Sell
68,869
-5,577
-7% -$125K ﹤0.01% 3746
2024
Q1 		$1.65M Buy
74,446
+41,364
+125% +$845K ﹤0.01% 3898
2023
Q4 		$657K Buy
+33,082
New +$677K ﹤0.01% 4476
2020
Q3 		– Sell
-53,419
Closed -$584K – 4728
2020
Q2 		$584K Buy
+53,419
New +$547K ﹤0.01% 3312
2020
Q1 		– Sell
-134,353
Closed -$2.13M – 4330
2019
Q4 		$2.13M Buy
+134,353
New +$2.05M ﹤0.01% 2581
2018
Q3 		– Sell
-15,280
Closed -$295K – 4185
2018
Q2 		$295K Buy
15,280
+3,953
+35% +$75.2K ﹤0.01% 3402
2018
Q1 		$199K Sell
11,327
-3,913
-26% -$72.8K ﹤0.01% 3373
2017
Q4 		$291K Buy
+15,240
New +$284K ﹤0.01% 3367
2017
Q2 		– Sell
-18,043
Closed -$337K – 3758
2017
Q1 		$337K Buy
+18,043
New +$345K ﹤0.01% 2995

Other funds holding PEO

ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 38.39% 1-Year Est. Return
IFO
Intrepid Family Office Sarasota, Florida $135M AUM 35.66% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Israel Englander's PEO Position: Q2 2026 in Review

Israel Englander reduced its Adams Natural Resources Fund (PEO) stake by 51% in Q2 2026, selling an estimated $515K and leaving 18,648 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #4842.

Israel Englander first reported a position in PEO in Q1 2017 and has held it in 17 quarters since. The position peaked at $2.13M in Q4 2019. 99 funds tracked by Wall St. Rank hold PEO as of Q2 2026.

  • Israel Englander held 18,648 shares of Adams Natural Resources Fund worth $461K as of Q2 2026.
  • Israel Englander sold 19,797 Adams Natural Resources Fund shares in Q2 2026, an estimated $515K.
  • Adams Natural Resources Fund made up ﹤0.01% of Israel Englander's portfolio in Q2 2026, its #4842 holding.
  • Israel Englander first reported a position in Adams Natural Resources Fund in Q1 2017 and has held it in 17 quarters since.
  • Israel Englander's Adams Natural Resources Fund position peaked at $2.13M in Q4 2019.
  • 99 funds tracked by Wall St. Rank held Adams Natural Resources Fund as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.