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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
Q2 		$402K Buy
17,381
+5,735
+49% +$152K ﹤0.01% 1800
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
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

Integrated Wealth Concepts's BTU Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Peabody Energy (BTU) stake by 49% in Q2 2026, buying an estimated $152K and bringing the position to 17,381 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Integrated Wealth Concepts first reported a position in BTU in Q1 2023 and has held it in 8 quarters since. The position peaked at $723K in Q1 2023. 327 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Integrated Wealth Concepts held 17,381 shares of Peabody Energy worth $402K as of Q2 2026.
  • Integrated Wealth Concepts bought 5,735 Peabody Energy shares in Q2 2026, an estimated $152K.
  • Peabody Energy made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1800 holding.
  • Integrated Wealth Concepts first reported a position in Peabody Energy in Q1 2023 and has held it in 8 quarters since.
  • Integrated Wealth Concepts's Peabody Energy position peaked at $723K in Q1 2023.
  • 327 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.