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Cape Investment Advisory, Inc. → PEO
Cape Investment Advisory, Inc. PEO Position History
Adams Natural Resources Fund, Inc. • Energy
Quarters held
4
Latest value
$14K
Q3 2026
Peak value
$14K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11K |
| Q4 2025 | $11K |
| Q2 2026 | $12K |
| Q3 2026 | $14K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14K | 493 | — | — |
| Q2 2026 | $12K | 493 | — | — |
| Q4 2025 | $11K | 493 | — | — |
| Q3 2025 | $11K | 493 | — | — |