Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Peabody Energy BTU Stock Holding History

Carson Wealth (CWM LLC)’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 		$579K Buy
17,581
+51
+0.3% +$1.78K ﹤0.01% 1905
2025
Q4 		$521K Buy
17,530
+35
+0.2% +$1.03K ﹤0.01% 1890
2025
Q3 		$464K Buy
17,495
+3,885
+29% +$69.2K ﹤0.01% 1848
2025
Q2 		$183K Sell
13,610
-579
-4% -$7.64K ﹤0.01% 2249
2025
Q1 		$192K Buy
14,189
+13,563
+2,167% +$218K ﹤0.01% 1945
2024
Q4 		$13K Sell
626
-108
-15% -$2.67K ﹤0.01% 3700
2024
Q3 		$19K Sell
734
-115
-14% -$2.62K ﹤0.01% 3380
2024
Q2 		$19K Buy
849
+433
+104% +$10K ﹤0.01% 3136
2024
Q1 		$10K Buy
416
+87
+26% +$2.19K ﹤0.01% 3314
2023
Q4 		$8K Buy
329
+43
+15% +$1.04K ﹤0.01% 3271
2023
Q3 		$7K Buy
286
+189
+195% +$4.23K ﹤0.01% 3285
2023
Q2 		$2K Buy
97
+88
+978% +$1.95K ﹤0.01% 3757
2023
Q1 		$0 Hold
9
– – ﹤0.01% 4062
2022
Q4 		$0 Buy
+9
New +$247 ﹤0.01% 3979

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State Street
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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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BTU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Peabody Energy (BTU) stake by 0.29% in Q1 2026, buying an estimated $1.78K and bringing the position to 17,581 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Carson Wealth (CWM LLC) first reported a position in BTU in Q4 2022 and has held it in 14 quarters since. 389 funds tracked by Wall St. Rank hold BTU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,581 shares of Peabody Energy worth $579K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 51 Peabody Energy shares in Q1 2026, an estimated $1.78K.
  • Peabody Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1905 holding.
  • Carson Wealth (CWM LLC) first reported a position in Peabody Energy in Q4 2022 and has held it in 14 quarters since.
  • 389 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.