Avion Wealth’s Peabody Energy BTU Stock Holding History

Avion Wealth’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
2025 Q4	–	Sell	-41	Closed	-$1K	–	1260
2025 Q3	$1K	Hold	41	–	–	﹤0.01%	959
2025 Q2	$0	Buy	+41	New	+$541	﹤0.01%	1201

Other funds holding BTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avion Wealth's BTU Position: Q4 2025 in Review

Avion Wealth sold out of Peabody Energy (BTU) in Q4 2025, closing a stake of 41 shares — an estimated $1K sold.

Avion Wealth first reported a position in BTU in Q2 2025 and held it in 2 quarters. The position peaked at $1K in Q3 2025. 353 funds tracked by Wall St. Rank hold BTU as of Q4 2025.

Avion Wealth reported no remaining Peabody Energy position as of Q4 2025 after selling out during the quarter.
Avion Wealth sold 41 Peabody Energy shares in Q4 2025, an estimated $1K.
Avion Wealth first reported a position in Peabody Energy in Q2 2025 and held it in 2 quarters.
Avion Wealth's Peabody Energy position peaked at $1K in Q3 2025.
353 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.