NIM
AE

Needham Investment Management’s Adams Resources & Energy Inc AE Stock Holding History

Needham Investment Management’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
-190,000
Closed -$7.17M – 156
2024
Q4 		$7.17M Hold
190,000
– – 0.55% 59
2024
Q3 		$5.13M Sell
190,000
-16,500
-8% -$415K 0.39% 71
2024
Q2 		$5.78M Sell
206,500
-3,500
-2% -$97.3K 0.48% 59
2024
Q1 		$6.09M Buy
210,000
+73,000
+53% +$1.83M 0.57% 51
2023
Q4 		$3.59M Buy
137,000
+12,000
+10% +$354K 0.45% 63
2023
Q3 		$4.21M Buy
125,000
+21,500
+21% +$753K 0.72% 41
2023
Q2 		$3.64M Buy
103,500
+3,500
+4% +$126K 0.6% 52
2023
Q1 		$3.84M Buy
100,000
+9,500
+10% +$467K 0.66% 46
2022
Q4 		$3.52M Buy
90,500
+41,500
+85% +$1.51M 0.64% 51
2022
Q3 		$1.46M Buy
49,000
+24,000
+96% +$737K 0.29% 73
2022
Q2 		$805K Buy
25,000
+19,455
+351% +$700K 0.15% 99
2022
Q1 		$213K Buy
+5,545
New +$180K 0.03% 121

Other funds holding AE

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

Needham Investment Management's AE Position: Q1 2025 in Review

Needham Investment Management sold out of Adams Resources & Energy Inc (AE) in Q1 2025, closing a stake of 190,000 shares — an estimated $7.17M sold.

Needham Investment Management first reported a position in AE in Q1 2022 and held it in 12 quarters. The position peaked at $7.17M in Q4 2024. 1 fund tracked by Wall St. Rank holds AE as of Q1 2025.

  • Needham Investment Management reported no remaining Adams Resources & Energy Inc position as of Q1 2025 after selling out during the quarter.
  • Needham Investment Management sold 190,000 Adams Resources & Energy Inc shares in Q1 2025, an estimated $7.17M.
  • Needham Investment Management first reported a position in Adams Resources & Energy Inc in Q1 2022 and held it in 12 quarters.
  • Needham Investment Management's Adams Resources & Energy Inc position peaked at $7.17M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q1 2025.

Based on Needham Investment Management's 13F filing for Q1 2025, filed 15 May 2025.