J.W. Cole Advisors’s Peabody Energy BTU Stock Holding History

J.W. Cole 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
2025 Q2	–	Sell	-14,965	Closed	-$203K	–	1464
2025 Q1	$203K	Buy	+14,965	New	+$241K	0.01%	1154

Other funds holding BTU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

J.W. Cole Advisors's BTU Position: Q2 2025 in Review

J.W. Cole Advisors sold out of Peabody Energy (BTU) in Q2 2025, closing a stake of 14,965 shares — an estimated $203K sold.

J.W. Cole Advisors first reported a position in BTU in Q1 2025 and held it in 1 quarter. The position peaked at $203K in Q1 2025. 304 funds tracked by Wall St. Rank hold BTU as of Q2 2025.

J.W. Cole Advisors reported no remaining Peabody Energy position as of Q2 2025 after selling out during the quarter.
J.W. Cole Advisors sold 14,965 Peabody Energy shares in Q2 2025, an estimated $203K.
J.W. Cole Advisors first reported a position in Peabody Energy in Q1 2025 and held it in 1 quarter.
J.W. Cole Advisors's Peabody Energy position peaked at $203K in Q1 2025.
304 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2025.

Based on J.W. Cole Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.