Creative Planning
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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
Q2 		$4.34M Buy
187,912
+31,896
+20% +$848K ﹤0.01% 1519
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
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

Creative Planning's BTU Position: Q2 2026 in Review

Creative Planning increased its Peabody Energy (BTU) stake by 20% in Q2 2026, buying an estimated $848K and bringing the position to 187,912 shares worth $4.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Creative Planning first reported a position in BTU in Q2 2017 and has held it in 15 quarters since. The position peaked at $5.14M in Q1 2026. 325 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Creative Planning held 187,912 shares of Peabody Energy worth $4.34M as of Q2 2026.
  • Creative Planning bought 31,896 Peabody Energy shares in Q2 2026, an estimated $848K.
  • Peabody Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1519 holding.
  • Creative Planning first reported a position in Peabody Energy in Q2 2017 and has held it in 15 quarters since.
  • Creative Planning's Peabody Energy position peaked at $5.14M in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.