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JFS Wealth Advisors’s Peabody Energy BTU Stock Holding History

JFS 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 		$2.45K Sell
106
-28
-21% -$744 ﹤0.01% 1544
2026
Q1 		$4.42K Buy
134
+24
+22% +$838 ﹤0.01% 1238
2025
Q4 		$3.27K Buy
+110
New +$3.23K ﹤0.01% 1397
2025
Q2 		– Sell
-2
Closed -$28 – 1887
2025
Q1 		$28 Sell
2
-107
-98% -$1.72K ﹤0.01% 1914
2024
Q4 		$2.28K Buy
109
+19
+21% +$469 ﹤0.01% 1420
2024
Q3 		$2.39K Buy
90
+10
+13% +$228 ﹤0.01% 1408
2024
Q2 		$1.77K Buy
80
+15
+23% +$346 ﹤0.01% 1482
2024
Q1 		$1.58K Sell
65
-2
-3% -$50 ﹤0.01% 1528
2023
Q4 		$1.63K Buy
67
+9
+16% +$217 ﹤0.01% 1513
2023
Q3 		$1.51K Buy
58
+11
+23% +$246 ﹤0.01% 1468
2023
Q2 		$1.02K Buy
47
+25
+114% +$554 ﹤0.01% 1598
2023
Q1 		$564 Sell
22
-17
-44% -$452 ﹤0.01% 1706
2022
Q4 		$1.03K Buy
39
+10
+34% +$275 ﹤0.01% 1590
2022
Q3 		$1K Buy
29
+17
+142% +$382 ﹤0.01% 1494
2022
Q2 		$0 Buy
+12
New +$294 ﹤0.01% 1758

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

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

JFS Wealth Advisors reduced its Peabody Energy (BTU) stake by 21% in Q2 2026, selling an estimated $744 and leaving 106 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

JFS Wealth Advisors first reported a position in BTU in Q2 2022 and has held it in 15 quarters since. The position peaked at $4.42K in Q1 2026. 325 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • JFS Wealth Advisors held 106 shares of Peabody Energy worth $2.45K as of Q2 2026.
  • JFS Wealth Advisors sold 28 Peabody Energy shares in Q2 2026, an estimated $744.
  • Peabody Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1544 holding.
  • JFS Wealth Advisors first reported a position in Peabody Energy in Q2 2022 and has held it in 15 quarters since.
  • JFS Wealth Advisors's Peabody Energy position peaked at $4.42K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.