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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
Q2 		$20.2K Sell
875
-97
-10% -$2.58K 0.01% 324
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 $6.73T AUM 46.02% 1-Year Est. Return
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

Basepoint Wealth's BTU Position: Q2 2026 in Review

Basepoint Wealth reduced its Peabody Energy (BTU) stake by 10% in Q2 2026, selling an estimated $2.58K and leaving 875 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #324.

Basepoint Wealth first reported a position in BTU in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.34M in Q3 2023. 325 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Basepoint Wealth held 875 shares of Peabody Energy worth $20.2K as of Q2 2026.
  • Basepoint Wealth sold 97 Peabody Energy shares in Q2 2026, an estimated $2.58K.
  • Peabody Energy made up 0.01% of Basepoint Wealth's portfolio in Q2 2026, its #324 holding.
  • Basepoint Wealth first reported a position in Peabody Energy in Q1 2022 and has held it in 13 quarters since.
  • Basepoint Wealth's Peabody Energy position peaked at $1.34M in Q3 2023.
  • 325 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.