Bell Investment Advisors’s Peabody Energy BTU Stock Holding History

Bell Investment 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 Q2	$763	Hold	33	–	–	﹤0.01%	1600
2026 Q1	$1.09K	Hold	33	–	–	﹤0.01%	1520
2025 Q4	$981	Hold	33	–	–	﹤0.01%	1552
2025 Q3	$876	Sell	33 -86	-72%	-$1.53K	﹤0.01%	1587
2025 Q2	$1.6K	Buy	119 +22	+23%	+$290	﹤0.01%	1434
2025 Q1	$1.31K	Sell	97 -36	-27%	-$579	﹤0.01%	1458
2024 Q4	$2.79K	Buy	133 +9	+7%	+$222	﹤0.01%	1202
2024 Q3	$3.29K	Buy	124 +45	+57%	+$1.02K	﹤0.01%	1136
2024 Q2	$1.75K	Sell	79 -21	-21%	-$485	﹤0.01%	1418
2024 Q1	$2.43K	Hold	100	–	–	﹤0.01%	1264
2023 Q4	$2.43K	Buy	100 +21	+27%	+$506	﹤0.01%	1243
2023 Q3	$2.05K	Buy	79 +32	+68%	+$716	﹤0.01%	1262
2023 Q2	$1.02K	Buy	+47	New	+$1.04K	﹤0.01%	1596
2023 Q1	–	Sell	-42	Closed	-$1.11K	–	1923
2022 Q4	$1.11K	Buy	+42	New	+$1.15K	﹤0.01%	1527

Other funds holding BTU

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

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

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

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

Bell Investment Advisors's BTU Position: Q2 2026 in Review

Bell Investment Advisors held its Peabody Energy (BTU) position steady in Q2 2026 at 33 shares worth $763. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Bell Investment Advisors first reported a position in BTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.29K in Q3 2024. 325 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

Bell Investment Advisors held 33 shares of Peabody Energy worth $763 as of Q2 2026.
Bell Investment Advisors left its Peabody Energy share count unchanged in Q2 2026.
Peabody Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1600 holding.
Bell Investment Advisors first reported a position in Peabody Energy in Q4 2022 and has held it in 14 quarters since.
Bell Investment Advisors's Peabody Energy position peaked at $3.29K in Q3 2024.
325 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.