Security key
006351308
Adams Resources & Energy, Inc. - Common Stock (AE)
CUSIP: 006351308
Q1 2023 13F Holders as of 31 Mar 2023
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 1,584,671
- Total 13F value
- $60,877,253
- Share change
- +67,690
- SEC-reported price per share
- $38.42
- Number of holders
- 42
- Value change
- +$2,567,976
- Number of buys
- 16
- Number of sells
- 28
- Shares outstanding
- 2,648,353
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q1 2023
Institutions
42
Top holders
10
AE full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
ADAMS RESOURCES & ENERGY, INC. SEC filings
ADAMS RESOURCES & ENERGY, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 006351308
Recent filing periods:
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 2022
13F
Lead comparable stake: 12%
Showing 1-6 of 15 holder rows.
Quick read
DIMENSIONAL FUND ADVISORS LP leads the comparable SEC ownership view at 12%.
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
12%
RENAISSANCE TECHNOLOGIES LLC
8%
FMR LLC
7.5%
AEGIS FINANCIAL CORP
5.4%
WELLS FARGO & COMPANY/MN
4%
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
|
12%
|
$12,296,000
315,894 shares
|
— | 31 Dec 2022 |
| RENAISSANCE TECHNOLOGIES LLC |
13F
Company
|
8%
|
$8,253,000
212,056 shares
|
— | 31 Dec 2022 |
| FMR LLC |
13F
Company
|
7.5%
|
$7,731,568
198,653 shares
|
— | 31 Dec 2022 |
| AEGIS FINANCIAL CORP |
13F
Company
|
5.4%
|
$5,532,945
142,162 shares
|
— | 31 Dec 2022 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
4%
|
$4,125,559
106,001 shares
|
— | 31 Dec 2022 |
| NEEDHAM INVESTMENT MANAGEMENT LLC |
13F
Company
|
3.4%
|
$3,522,260
90,500 shares
|
— | 31 Dec 2022 |
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 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
42
Shares
1,584,671
Rows available
42
| 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 2023 vs Q4 2025 Across Filers
Q4 2025 holders
1
Q1 2023 holders
42
Holder diff
41
| Investor | Q4 2025 Shares | Q1 2023 Shares | Share Diff | Share Chg % | Q4 2025 value | Q1 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend