Morgan Stanley
AE

Morgan Stanley’s Adams Resources & Energy Inc AE Stock Holding History

Morgan Stanley’s Portfolio AE Stock Details AE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,168
Closed -$120K – 8309
2024
Q4 		$120K Buy
3,168
+3
+0.1% +$98 ﹤0.01% 5987
2024
Q3 		$85.5K Sell
3,165
-1
-0% -$25 ﹤0.01% 6062
2024
Q2 		$88.7K Sell
3,166
-50
-2% -$1.39K ﹤0.01% 5999
2024
Q1 		$93.3K Sell
3,216
-3,184
-50% -$79.6K ﹤0.01% 6017
2023
Q4 		$168K Buy
6,400
+3,201
+100% +$94.4K ﹤0.01% 6010
2023
Q3 		$108K Sell
3,199
-1,413
-31% -$49.5K ﹤0.01% 5856
2023
Q2 		$162K Sell
4,612
-9
-0.2% -$325 ﹤0.01% 5734
2023
Q1 		$178K Sell
4,621
-996
-18% -$49K ﹤0.01% 5758
2022
Q4 		$219K Sell
5,617
-1,510
-21% -$54.9K ﹤0.01% 5631
2022
Q3 		$212K Buy
7,127
+1,632
+30% +$50.1K ﹤0.01% 5701
2022
Q2 		$177K Sell
5,495
-460
-8% -$16.6K ﹤0.01% 5960
2022
Q1 		$229K Buy
5,955
+248
+4% +$8.03K ﹤0.01% 5846
2021
Q4 		$159K Buy
5,707
+1,000
+21% +$29.5K ﹤0.01% 6179
2021
Q3 		$143K Sell
4,707
-76
-2% -$2.17K ﹤0.01% 6180
2021
Q2 		$133K Buy
4,783
+1,342
+39% +$36.9K ﹤0.01% 6216
2021
Q1 		$97K Sell
3,441
-1,663
-33% -$46.5K ﹤0.01% 6034
2020
Q4 		$123K Buy
5,104
+1,490
+41% +$35.8K ﹤0.01% 5823
2020
Q3 		$72K Sell
3,614
-476
-12% -$10.5K ﹤0.01% 5575
2020
Q2 		$109K Buy
4,090
+516
+14% +$13.6K ﹤0.01% 5370
2020
Q1 		$84K Buy
3,574
+52
+1% +$1.62K ﹤0.01% 5256
2019
Q4 		$134K Sell
3,522
-133
-4% -$4.32K ﹤0.01% 5561
2019
Q3 		$114K Buy
3,655
+1,000
+38% +$31.7K ﹤0.01% 5395
2019
Q2 		$91K Buy
2,655
+436
+20% +$15.3K ﹤0.01% 5372
2019
Q1 		$88K Sell
2,219
-3,965
-64% -$160K ﹤0.01% 5446
2018
Q4 		$239K Sell
6,184
-1,667
-21% -$66.7K ﹤0.01% 5211
2018
Q3 		$333K Sell
7,851
-423
-5% -$18K ﹤0.01% 5216
2018
Q2 		$356K Buy
8,274
+1,862
+29% +$84.6K ﹤0.01% 5295
2018
Q1 		$279K Buy
6,412
+1,214
+23% +$52.7K ﹤0.01% 5324
2017
Q4 		$226K Buy
5,198
+1,640
+46% +$73K ﹤0.01% 5363
2017
Q3 		$148K Buy
3,558
+968
+37% +$36.4K ﹤0.01% 5465
2017
Q2 		$107K Sell
2,590
-101
-4% -$4.05K ﹤0.01% 5608
2017
Q1 		$101K Sell
2,691
-3,415
-56% -$132K ﹤0.01% 5599
2016
Q4 		$242K Buy
6,106
+5,723
+1,494% +$225K ﹤0.01% 5282
2016
Q3 		$15K Buy
+383
New +$13.5K ﹤0.01% 6014
2016
Q1 		– Sell
-485
Closed -$19K – 6745
2015
Q4 		$19K Buy
485
+335
+223% +$14K ﹤0.01% 6054
2015
Q3 		$6K Buy
150
+122
+436% +$5.37K ﹤0.01% 6357
2015
Q2 		$1K Sell
28
-10,825
-100% -$551K ﹤0.01% 6583
2015
Q1 		$730K Buy
10,853
+164
+2% +$10K ﹤0.01% 4368
2014
Q4 		$534K Buy
10,689
+6,542
+158% +$291K ﹤0.01% 4610
2014
Q3 		$183K Sell
4,147
-748
-15% -$49.2K ﹤0.01% 5189
2014
Q2 		$382K Sell
4,895
-355
-7% -$24.1K ﹤0.01% 4769
2014
Q1 		$304K Sell
5,250
-3,532
-40% -$245K ﹤0.01% 4881
2013
Q4 		$602K Buy
8,782
+1,415
+19% +$79.7K ﹤0.01% 4310
2013
Q3 		$410K Sell
7,367
-1,611
-18% -$104K ﹤0.01% 4463
2013
Q2 		$619K Buy
+8,978
New +$506K ﹤0.01% 4112

Other funds holding AE

HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Morgan Stanley's AE Position: Q1 2025 in Review

Morgan Stanley sold out of Adams Resources & Energy Inc (AE) in Q1 2025, closing a stake of 3,168 shares — an estimated $120K sold.

Morgan Stanley first reported a position in AE in Q2 2013 and held it in 45 quarters. The position peaked at $730K in Q1 2015. 1 fund tracked by Wall St. Rank holds AE as of Q1 2025.

  • Morgan Stanley reported no remaining Adams Resources & Energy Inc position as of Q1 2025 after selling out during the quarter.
  • Morgan Stanley sold 3,168 Adams Resources & Energy Inc shares in Q1 2025, an estimated $120K.
  • Morgan Stanley first reported a position in Adams Resources & Energy Inc in Q2 2013 and held it in 45 quarters.
  • Morgan Stanley's Adams Resources & Energy Inc position peaked at $730K in Q1 2015.
  • 1 fund tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q1 2025.

Based on Morgan Stanley's 13F filing for Q1 2025, filed 15 May 2025.