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CX Institutional’s Peabody Energy BTU Stock Holding History

CX Institutional’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
2025
Q2 		– Sell
-83
Closed -$1K – 1216
2025
Q1 		$1K Buy
+83
New +$1.33K ﹤0.01% 1161
2024
Q4 		– Sell
-118,059
Closed -$3.13M – 541
2024
Q3 		$3.13M Buy
+118,059
New +$2.69M 0.14% 170
2021
Q4 		– Sell
-186
Closed -$3K – 403
2021
Q3 		$3K Hold
186
– – ﹤0.01% 880
2021
Q2 		$1K Buy
+186
New +$1.1K ﹤0.01% 930

Other funds holding BTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

CX Institutional's BTU Position: Q2 2025 in Review

CX Institutional sold out of Peabody Energy (BTU) in Q2 2025, closing a stake of 83 shares — an estimated $1K sold.

CX Institutional first reported a position in BTU in Q2 2021 and held it in 4 quarters. The position peaked at $3.13M in Q3 2024. 304 funds tracked by Wall St. Rank hold BTU as of Q2 2025.

  • CX Institutional reported no remaining Peabody Energy position as of Q2 2025 after selling out during the quarter.
  • CX Institutional sold 83 Peabody Energy shares in Q2 2025, an estimated $1K.
  • CX Institutional first reported a position in Peabody Energy in Q2 2021 and held it in 4 quarters.
  • CX Institutional's Peabody Energy position peaked at $3.13M in Q3 2024.
  • 304 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2025.

Based on CX Institutional's 13F filing for Q2 2025, filed 11 Jul 2025.