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Advyzon Investment Management’s Peabody Energy BTU Stock Holding History

Advyzon Investment Management’s Portfolio BTU Stock Details BTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$419K Buy
18,132
+1,409
+8% +$37.5K 0.03% 532
2026
Q1 		$551K Buy
16,723
+943
+6% +$32.9K 0.05% 366
2025
Q4 		$469K Buy
15,780
+5,889
+60% +$173K 0.05% 338
2025
Q3 		$262K Buy
+9,891
New +$176K 0.05% 353

Other funds holding BTU

BlackRock
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Advyzon Investment Management's BTU Position: Q2 2026 in Review

Advyzon Investment Management increased its Peabody Energy (BTU) stake by 8.4% in Q2 2026, buying an estimated $37.5K and bringing the position to 18,132 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #532.

Advyzon Investment Management first reported a position in BTU in Q3 2025 and has held it in 4 quarters since. The position peaked at $551K in Q1 2026. 325 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Advyzon Investment Management held 18,132 shares of Peabody Energy worth $419K as of Q2 2026.
  • Advyzon Investment Management bought 1,409 Peabody Energy shares in Q2 2026, an estimated $37.5K.
  • Peabody Energy made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #532 holding.
  • Advyzon Investment Management first reported a position in Peabody Energy in Q3 2025 and has held it in 4 quarters since.
  • Advyzon Investment Management's Peabody Energy position peaked at $551K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.