Institute for Wealth Management’s Peabody Energy BTU Stock Holding History

Institute for Wealth 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	$440	Buy	+19	New	+$505	﹤0.01%	1706

Other funds holding BTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Institute for Wealth Management's BTU Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Peabody Energy (BTU) in Q2 2026: 19 shares worth $440. The stake represents ﹤0.01% of the portfolio and ranks #1706 among its holdings.

142 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

Institute for Wealth Management held 19 shares of Peabody Energy worth $440 as of Q2 2026.
Peabody Energy was a new Institute for Wealth Management position in Q2 2026.
Peabody Energy made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1706 holding.
142 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.