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D.A. Davidson & Co’s Peabody Energy BTU Stock Holding History

D.A. Davidson & Co’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
-45,725
Closed -$620K – 1453
2025
Q1 		$620K Buy
45,725
+27,069
+145% +$436K 0.01% 935
2024
Q4 		$391K Buy
+18,656
New +$461K ﹤0.01% 1112

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

D.A. Davidson & Co's BTU Position: Q2 2025 in Review

D.A. Davidson & Co sold out of Peabody Energy (BTU) in Q2 2025, closing a stake of 45,725 shares — an estimated $620K sold.

D.A. Davidson & Co first reported a position in BTU in Q4 2024 and held it in 2 quarters. The position peaked at $620K in Q1 2025. 304 funds tracked by Wall St. Rank hold BTU as of Q2 2025.

  • D.A. Davidson & Co reported no remaining Peabody Energy position as of Q2 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 45,725 Peabody Energy shares in Q2 2025, an estimated $620K.
  • D.A. Davidson & Co first reported a position in Peabody Energy in Q4 2024 and held it in 2 quarters.
  • D.A. Davidson & Co's Peabody Energy position peaked at $620K in Q1 2025.
  • 304 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2025.

Based on D.A. Davidson & Co's 13F filing for Q2 2025, filed 30 Jul 2025.