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Concurrent Investment Advisors’s Peabody Energy BTU Stock Holding History

Concurrent 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 		– Sell
-3,000
Closed -$98.8K – 2112
2026
Q1 		$98.8K Buy
+3,000
New +$105K ﹤0.01% 1825

Other funds holding BTU

ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $2.71B AUM 54.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Concurrent Investment Advisors sold out of Peabody Energy (BTU) in Q2 2026, closing a stake of 3,718 shares — an estimated $123K sold.

Concurrent Investment Advisors first reported a position in BTU in Q1 2026 and held it in 1 quarter. The position peaked at $123K in Q1 2026. 82 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Peabody Energy position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 3,718 Peabody Energy shares in Q2 2026, an estimated $123K.
  • Concurrent Investment Advisors first reported a position in Peabody Energy in Q1 2026 and held it in 1 quarter.
  • Concurrent Investment Advisors's Peabody Energy position peaked at $123K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.