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EverSource Wealth Advisors’s Peabody Energy BTU Stock Holding History

EverSource Wealth Advisors’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 		$17.8K Sell
772
-215
-22% -$5.71K ﹤0.01% 2521
2026
Q1 		$32.5K Buy
987
+99
+11% +$3.46K ﹤0.01% 2201
2025
Q4 		$26.4K Buy
888
+78
+10% +$2.29K ﹤0.01% 2201
2025
Q3 		$21.5K Sell
810
-20
-2% -$356 ﹤0.01% 2314
2025
Q2 		$11.1K Sell
830
-9
-1% -$119 ﹤0.01% 2740
2025
Q1 		$11.4K Buy
839
+116
+16% +$1.87K ﹤0.01% 2044
2024
Q4 		$15.1K Buy
723
+546
+308% +$13.5K ﹤0.01% 1781
2024
Q3 		$4.7K Sell
177
-581
-77% -$13.2K ﹤0.01% 2253
2024
Q2 		$16.8K Sell
758
-418
-36% -$9.65K ﹤0.01% 1590
2024
Q1 		$25.8K Sell
1,176
-64
-5% -$1.61K ﹤0.01% 1245
2023
Q4 		$30.2K Hold
1,240
– – ﹤0.01% 1086
2023
Q3 		$32.2K Buy
1,240
+568
+85% +$12.7K ﹤0.01% 963
2023
Q2 		$14.6K Buy
672
+651
+3,100% +$14.4K ﹤0.01% 1277
2023
Q1 		$538 Sell
21
-13
-38% -$345 ﹤0.01% 2206
2022
Q4 		$898 Sell
34
-11
-24% -$302 ﹤0.01% 2124
2022
Q3 		$1K Sell
45
-475
-91% -$10.7K ﹤0.01% 1784
2022
Q2 		$11K Hold
520
– – ﹤0.01% 1004
2022
Q1 		$13K Hold
520
– – ﹤0.01% 870
2021
Q4 		$5K Buy
+520
New +$6.32K ﹤0.01% 1236

Other funds holding BTU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

EverSource Wealth Advisors's BTU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Peabody Energy (BTU) stake by 22% in Q2 2026, selling an estimated $5.71K and leaving 772 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

EverSource Wealth Advisors first reported a position in BTU in Q4 2021 and has held it in 19 quarters since. The position peaked at $32.5K in Q1 2026. 120 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • EverSource Wealth Advisors held 772 shares of Peabody Energy worth $17.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 215 Peabody Energy shares in Q2 2026, an estimated $5.71K.
  • Peabody Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2521 holding.
  • EverSource Wealth Advisors first reported a position in Peabody Energy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Peabody Energy position peaked at $32.5K in Q1 2026.
  • 120 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.