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Arkadios Wealth Advisors’s Peabody Energy BTU Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$267K Sell
8,089
-2,930
-27% -$102K ﹤0.01% 1414
2025
Q4 		$327K Buy
11,019
+1,321
+14% +$38.8K 0.01% 1208
2025
Q3 		$257K Buy
+9,698
New +$173K 0.01% 1219
2024
Q3 		– Sell
-16,451
Closed -$364K – 938
2024
Q2 		$364K Buy
+16,451
New +$380K 0.02% 570

Other funds holding BTU

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Arkadios Wealth Advisors's BTU Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Peabody Energy (BTU) stake by 27% in Q1 2026, selling an estimated $102K and leaving 8,089 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1414.

Arkadios Wealth Advisors first reported a position in BTU in Q2 2024 and has held it in 4 quarters since. The position peaked at $364K in Q2 2024. 387 funds tracked by Wall St. Rank hold BTU as of Q1 2026.

  • Arkadios Wealth Advisors held 8,089 shares of Peabody Energy worth $267K as of Q1 2026.
  • Arkadios Wealth Advisors sold 2,930 Peabody Energy shares in Q1 2026, an estimated $102K.
  • Peabody Energy made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1414 holding.
  • Arkadios Wealth Advisors first reported a position in Peabody Energy in Q2 2024 and has held it in 4 quarters since.
  • Arkadios Wealth Advisors's Peabody Energy position peaked at $364K in Q2 2024.
  • 387 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.