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Clearstead Advisors’s Peabody Energy BTU Stock Holding History

Clearstead 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 		$278 Buy
+12
New +$319 ﹤0.01% 3093
2025
Q4 		– Sell
-65
Closed -$1.72K – 2813
2025
Q3 		$1.72K Buy
+65
New +$1.16K ﹤0.01% 2488

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearstead Advisors's BTU Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Peabody Energy (BTU) in Q2 2026: 12 shares worth $278. The stake represents ﹤0.01% of the portfolio and ranks #3093 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BTU as recently as Q3 2025.

Clearstead Advisors first reported a position in BTU in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.72K in Q3 2025. 138 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Clearstead Advisors held 12 shares of Peabody Energy worth $278 as of Q2 2026.
  • Peabody Energy was a new Clearstead Advisors position in Q2 2026.
  • Peabody Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3093 holding.
  • Clearstead Advisors first reported a position in Peabody Energy in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Peabody Energy position peaked at $1.72K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.