Empowered Funds’s Peabody Energy BTU Stock Holding History

Empowered Funds’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	$24.4M	Buy	+740,760	New	+$25.9M	0.16%	128
2025 Q4	–	Sell	-421,802	Closed	-$11.2M	–	1126
2025 Q3	$11.2M	Buy	421,802 +106,321	+34%	+$1.89M	0.11%	190
2025 Q2	$4.23M	Buy	315,481 +25,118	+9%	+$332K	0.05%	488
2025 Q1	$3.93M	Buy	+290,363	New	+$4.67M	0.06%	458
2024 Q1	–	Sell	-229,873	Closed	-$5.59M	–	1379
2023 Q4	$5.59M	Sell	229,873 -3,196	-1%	-$77.1K	0.14%	207
2023 Q3	$6.06M	Buy	233,069 +9,572	+4%	+$214K	0.18%	124
2023 Q2	$4.84M	Sell	223,497 -72,794	-25%	-$1.61M	0.17%	140
2023 Q1	$7.59M	Buy	296,291 +53,885	+22%	+$1.43M	0.45%	45
2022 Q4	$6.4M	Buy	242,406 +57,286	+31%	+$1.57M	0.89%	62
2022 Q3	$4.59M	Buy	+185,120	New	+$4.16M	0.45%	53
2022 Q2	–	Sell	-207,500	Closed	-$5.09M	–	275
2022 Q1	$5.09M	Buy	+207,500	New	+$3.52M	0.56%	40
2018 Q3	–	Sell	-37,316	Closed	-$1.66M	–	99
2018 Q2	$1.66M	Buy	+37,316	New	+$1.53M	0.52%	52

Other funds holding BTU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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