Creative Planning
BTU icon

Creative Planning’s Peabody Energy BTU Stock Holding History

Creative Planning’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 		$5.14M Buy
156,016
+20,569
+15% +$719K ﹤0.01% 1175
2025
Q4 		$4.02M Buy
135,447
+8,481
+7% +$249K ﹤0.01% 1164
2025
Q3 		$3.37M Buy
126,966
+20,678
+19% +$369K ﹤0.01% 1134
2025
Q2 		$1.43M Buy
106,288
+43,183
+68% +$570K ﹤0.01% 1580
2025
Q1 		$855K Buy
63,105
+46,416
+278% +$747K ﹤0.01% 1840
2024
Q4 		$349K Sell
16,689
-1,068
-6% -$26.4K ﹤0.01% 2539
2024
Q3 		$471K Buy
17,757
+6,844
+63% +$156K ﹤0.01% 2162
2024
Q2 		$241K Buy
+10,913
New +$252K ﹤0.01% 2530
2022
Q3 		– Sell
-39,242
Closed -$837K – 2335
2022
Q2 		$837K Buy
+39,242
New +$963K ﹤0.01% 1040
2021
Q2 		– Sell
-184,074
Closed -$563K – 2140
2021
Q1 		$563K Buy
184,074
+170,300
+1,236% +$642K ﹤0.01% 1359
2020
Q4 		$33K Sell
13,774
-50,754
-79% -$82.4K ﹤0.01% 2142
2020
Q3 		$148K Buy
64,528
+40,000
+163% +$116K ﹤0.01% 1759
2020
Q2 		$71K Buy
+24,528
New +$81K ﹤0.01% 1719
2017
Q3 		– Sell
-578
Closed -$14K – 2130
2017
Q2 		$14K Buy
+578
New +$14.3K ﹤0.01% 3402

Other funds holding BTU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return