Net Worth Advisory Group’s Adams Resources & Energy Inc AE Stock Holding History

Net Worth Advisory Group’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	-5,524	Closed	-$209K	–	425
2024 Q4	$209K	Buy	+5,524	New	+$180K	0.06%	351

Other funds holding AE

HNB

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

Net Worth Advisory Group's AE Position: Q1 2025 in Review

Net Worth Advisory Group sold out of Adams Resources & Energy Inc (AE) in Q1 2025, closing a stake of 5,524 shares — an estimated $209K sold.

Net Worth Advisory Group first reported a position in AE in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 1 fund tracked by Wall St. Rank holds AE as of Q1 2025.

Net Worth Advisory Group reported no remaining Adams Resources & Energy Inc position as of Q1 2025 after selling out during the quarter.
Net Worth Advisory Group sold 5,524 Adams Resources & Energy Inc shares in Q1 2025, an estimated $209K.
Net Worth Advisory Group first reported a position in Adams Resources & Energy Inc in Q4 2024 and held it in 1 quarter.
Net Worth Advisory Group's Adams Resources & Energy Inc position peaked at $209K in Q4 2024.
1 fund tracked by Wall St. Rank held Adams Resources & Energy Inc as of Q1 2025.

Based on Net Worth Advisory Group's 13F filing for Q1 2025, filed 15 Apr 2025.