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Evergreen Capital Management’s Peabody Energy BTU Stock Holding History

Evergreen Capital Management’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 		$794K Sell
34,358
-2,093
-6% -$55.6K 0.01% 646
2026
Q1 		$1.2M Sell
36,451
-5,006
-12% -$175K 0.03% 446
2025
Q4 		$1.23M Buy
41,457
+1,844
+5% +$54.2K 0.03% 410
2025
Q3 		$1.05M Sell
39,613
-1,210
-3% -$21.6K 0.03% 387
2025
Q2 		$548K Sell
40,823
-2,662
-6% -$35.1K 0.02% 524
2025
Q1 		$589K Buy
+43,485
New +$700K 0.02% 449

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

Evergreen Capital Management's BTU Position: Q2 2026 in Review

Evergreen Capital Management reduced its Peabody Energy (BTU) stake by 5.7% in Q2 2026, selling an estimated $55.6K and leaving 34,358 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #646.

Evergreen Capital Management first reported a position in BTU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.23M in Q4 2025. 326 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Evergreen Capital Management held 34,358 shares of Peabody Energy worth $794K as of Q2 2026.
  • Evergreen Capital Management sold 2,093 Peabody Energy shares in Q2 2026, an estimated $55.6K.
  • Peabody Energy made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #646 holding.
  • Evergreen Capital Management first reported a position in Peabody Energy in Q1 2025 and has held it in 6 quarters since.
  • Evergreen Capital Management's Peabody Energy position peaked at $1.23M in Q4 2025.
  • 326 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.