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Beacon Pointe Advisors’s Peabody Energy BTU Stock Holding History

Beacon Pointe 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
2025
Q3 		– Sell
-54,666
Closed -$734K – 1394
2025
Q2 		$734K Buy
54,666
+9,615
+21% +$127K 0.01% 769
2025
Q1 		$610K Buy
45,051
+35,470
+370% +$571K 0.01% 791
2024
Q4 		$201K Sell
9,581
-15,819
-62% -$391K ﹤0.01% 1145
2024
Q3 		$674K Buy
25,400
+1,268
+5% +$28.9K 0.01% 749
2024
Q2 		$534K Buy
+24,132
New +$557K 0.01% 845

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Advisors's BTU Position: Q3 2025 in Review

Beacon Pointe Advisors sold out of Peabody Energy (BTU) in Q3 2025, closing a stake of 54,666 shares — an estimated $734K sold.

Beacon Pointe Advisors first reported a position in BTU in Q2 2024 and held it in 5 quarters. The position peaked at $734K in Q2 2025. 313 funds tracked by Wall St. Rank hold BTU as of Q3 2025.

  • Beacon Pointe Advisors reported no remaining Peabody Energy position as of Q3 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 54,666 Peabody Energy shares in Q3 2025, an estimated $734K.
  • Beacon Pointe Advisors first reported a position in Peabody Energy in Q2 2024 and held it in 5 quarters.
  • Beacon Pointe Advisors's Peabody Energy position peaked at $734K in Q2 2025.
  • 313 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2025.

Based on Beacon Pointe Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.