Integrated Wealth Concepts’s Peabody Energy BTU Stock Holding History

Integrated Wealth Concepts’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	$384K	Buy	11,646 +3,474	+43%	+$121K	﹤0.01%	1712
2025 Q4	$243K	Sell	8,172 -2,062	-20%	-$60.6K	﹤0.01%	1425
2025 Q3	$271K	Buy	+10,234	New	+$182K	﹤0.01%	1683
2024 Q1	–	Sell	-21,390	Closed	-$520K	–	1653
2023 Q4	$520K	Sell	21,390 -3,788	-15%	-$91.3K	0.01%	987
2023 Q3	$654K	Hold	25,178	–	–	0.01%	868
2023 Q2	$545K	Sell	25,178 -3,049	-11%	-$67.5K	0.01%	950
2023 Q1	$723K	Buy	+28,227	New	+$750K	0.01%	728

Other funds holding BTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Integrated Wealth Concepts's BTU Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Peabody Energy (BTU) stake by 43% in Q1 2026, buying an estimated $121K and bringing the position to 11,646 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Integrated Wealth Concepts first reported a position in BTU in Q1 2023 and has held it in 7 quarters since. The position peaked at $723K in Q1 2023. 387 funds tracked by Wall St. Rank hold BTU as of Q1 2026.

Integrated Wealth Concepts held 11,646 shares of Peabody Energy worth $384K as of Q1 2026.
Integrated Wealth Concepts bought 3,474 Peabody Energy shares in Q1 2026, an estimated $121K.
Peabody Energy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1712 holding.
Integrated Wealth Concepts first reported a position in Peabody Energy in Q1 2023 and has held it in 7 quarters since.
Integrated Wealth Concepts's Peabody Energy position peaked at $723K in Q1 2023.
387 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.