BW
BTU icon

Basepoint Wealth’s Peabody Energy BTU Stock Holding History

Basepoint 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
2026
Q1 		$32K Sell
972
-930
-49% -$32.5K 0.02% 266
2025
Q4 		$56.5K Buy
+1,902
New +$55.9K 0.03% 199
2024
Q3 		– Sell
-9,541
Closed -$211K – 112
2024
Q2 		$211K Sell
9,541
-7,798
-45% -$180K 0.17% 104
2024
Q1 		$421K Sell
17,339
-17,389
-50% -$438K 0.32% 72
2023
Q4 		$845K Sell
34,728
-16,728
-33% -$403K 0.68% 35
2023
Q3 		$1.34M Buy
51,456
+5,046
+11% +$113K 1.09% 18
2023
Q2 		$1.01M Buy
46,410
+2,143
+5% +$47.5K 0.83% 29
2023
Q1 		$1.13M Buy
44,267
+2,864
+7% +$76.1K 0.95% 23
2022
Q4 		$1.09M Buy
41,403
+1,794
+5% +$49.3K 0.97% 19
2022
Q3 		$983K Buy
39,609
+1,699
+4% +$38.1K 1.05% 20
2022
Q2 		$809K Buy
37,910
+25,116
+196% +$616K 0.84% 26
2022
Q1 		$314K Buy
+12,794
New +$217K 0.29% 56

Other funds holding BTU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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 $16.6B AUM 30.2% 1-Year Est. Return