Welcome to our dedicated page for Adams Natural Resources Fund SEC filings (Ticker: PEO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Adams Natural Resources Fund, Inc. (NYSE: PEO) is a closed-end U.S. equity fund that invests in energy and natural resources stocks, and its SEC filings provide detailed insight into how it pursues its objectives of capital preservation, reasonable income, and capital appreciation. While this page aggregates the Fund’s regulatory disclosures, Stock Titan enhances access to these documents with AI-powered tools that help interpret key information for investors.
In the Fund’s registration statements, annual reports on Form 10-K, and quarterly reports on Form 10-Q, investors can typically review information about portfolio holdings, sector and industry weightings, investment policies, and risk factors related to concentration in energy and materials. These filings also describe the Fund’s non-diversified status and its focus on liquid energy and other natural resources stocks, as well as how its benchmark, composed of the S&P 500 Energy Sector and the S&P 500 Materials Sector, is used for performance comparison.
Proxy statements on Schedule 14A and related filings can provide additional detail on fund governance, fee structures, and shareholder proposals. For investors interested in income characteristics, filings also explain the Fund’s distribution policies, including its commitment to a minimum annual distribution rate and the managed distribution policy targeting an 8% annual rate of average net asset value, along with the potential mix of net investment income, capital gains, and return of capital.
On Stock Titan, each new PEO filing from the SEC’s EDGAR system is captured and presented with AI-generated summaries that highlight the most important points, such as changes in portfolio composition, updates to distribution policies, or revisions to risk disclosures. Users can quickly locate annual reports, quarterly reports, and other key documents, and use the AI analysis to understand complex sections without reading every page. This makes it easier to track how Adams Natural Resources Fund manages its energy and materials exposure, structures its distributions, and communicates with shareholders through its official SEC filings.
Saba Capital Management, L.P. and its founder Boaz Weinstein, both reported as 10% owners of Adams Natural Resources Fund (PEO), filed a Form 4 disclosing two open-market sales of common stock.
- 22 Jul 2025: 23,569 shares sold at $21.72.
- 23 Jul 2025: 7,298 shares sold at $22.06.
The transactions trimmed the group’s indirect position to ≈2.78 million shares. No derivative securities were involved and the filers remain above the 10% ownership threshold.
Saba Capital Management, L.P. and its founder Boaz Weinstein, both 10% beneficial owners of Adams Natural Resources Fund (PEO), filed a Form 4 reporting the sale of 14,464 common shares on 07/21/2025 at $21.65 per share. Following the transaction, they still beneficially own 2,811,263 shares indirectly. No derivative positions were disclosed. The divestiture represents well under 1% of their prior holdings, leaving their ownership comfortably above the 10% threshold.
Form 4 filing for Adams Natural Resources Fund, Inc. (PEO) shows that Saba Capital Management, L.P. and its managing member Boaz Weinstein, both classified as 10% owners, reported a single open-market transaction dated 06/26/2025.
- Type of security: Common Stock
- Transaction code: S (open-market sale)
- Shares sold: 459
- Sale price: $21.54 per share
- Shares beneficially owned after sale: 2,877,339 (indirect ownership)
The disposal represents a very small portion of the reporting person’s total holdings and does not alter their 10%-owner status. No derivative transactions were reported, and no 10b5-1 trading plan box was checked.
Adams Natural Resources Fund (NYSE: PEO) filed a Form 4 disclosing minor open-market sales by 10% owner Saba Capital Management on 24-25 June 2025.
The group sold 6,398 common shares at prices between $21.41 – $21.57, generating roughly $136,000. Following the transactions, Saba’s beneficial ownership declined slightly to 2,877,798 shares. No derivative securities were involved and the reporting persons remain above the 10% threshold.
Adams Natural Resources Fund (PEO) – Form 4 filing dated 06/24/2025
Saba Capital Management, L.P. and its managing member Boaz Weinstein, both classified as 10% owners of Adams Natural Resources Fund, reported a single open-market sale (transaction code “S”) on 06/23/2025.
- Shares sold: 2,396 common shares
- Sale price: $22.11 per share
- Gross proceeds: ≈ $53,000 (calculated from stated data)
- Post-transaction beneficial ownership: 2,884,196 shares, held indirectly
No derivative transactions were reported, and no additional insider activity is disclosed in this filing.
The sale reduces the insider’s stake by less than 0.1%, suggesting a minor portfolio adjustment rather than a strategic shift. No other material information—such as earnings data, option exercises, or new holdings—was provided in this Form 4.