Adams Resources & Energy, Inc. - Common Stock (AE)

CUSIP: 006351308

Q1 2021 13F Holders as of 31 Mar 2021

Holder snapshot 6 signals
Share change
+74,801
SEC-reported price per share
$28.01
Number of holders
41
Value change
+$2,062,661
Number of buys
19
Number of sells
13
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
2,648,353

Security key

006351308

Report period

Q1 2021

Institutions

41

Top holders

10

Ownership snapshot

Top reported holders of AE - Adams Resources & Energy, Inc. - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
DIMENSIONAL FUND ADVISORS LP
Disclosed value leader
DIMENSIONAL FUND ADVISORS LP
Comparable rows
15/15
Latest evidence
31 Dec 2020
13F Lead comparable stake: 13% Showing 1-6 of 15 holder rows.

Quick read

DIMENSIONAL FUND ADVISORS LP leads the comparable SEC ownership view at 13%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens DIMENSIONAL FUND ADVISORS LP's linked filing trail.
Comparable ownership Top 5
DIMENSIONAL FUND ADVISORS LP 13%
RENAISSANCE TECHNOLOGIES LLC 11%
BlackRock Finance, Inc. 6.5%
FMR LLC 5.3%
VANGUARD GROUP INC 3.9%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
DIMENSIONAL FUND ADVISORS LP
13F
Company
13F
13%
$8,257,000
342,609 shares
31 Dec 2020
RENAISSANCE TECHNOLOGIES LLC
13F
Company
13F
11%
$6,734,000
279,438 shares
31 Dec 2020
BlackRock Finance, Inc.
13F
Company
13F
6.5%
$4,174,000
173,169 shares
31 Dec 2020
FMR LLC
13F
Company
13F
5.3%
$3,379,000
140,222 shares
31 Dec 2020
VANGUARD GROUP INC
13F
Company
13F
3.9%
$2,499,000
103,733 shares
31 Dec 2020
WELLS FARGO & COMPANY/MN
13F
Company
13F
3.8%
$2,451,000
101,671 shares
31 Dec 2020
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2021

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
41
Shares
1,695,053
Rows available
41
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2021 vs Q4 2020 Across Filers

Q4 2020 holders
39
Q1 2021 holders
41
Holder diff
2
Investor Q4 2020 Shares Q1 2021 Shares Share Diff Share Chg % Q4 2020 value Q1 2021 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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