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Krilogy Financial’s Peabody Energy BTU Stock Holding History

Krilogy Financial’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
-48,872
Closed -$662K – 253
2025
Q1 		$662K Buy
+48,872
New +$786K 0.04% 192
2024
Q1 		– Sell
-10,008
Closed -$243K – 221
2023
Q4 		$243K Buy
+10,008
New +$241K 0.02% 194

Other funds holding BTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Krilogy Financial's BTU Position: Q2 2025 in Review

Krilogy Financial sold out of Peabody Energy (BTU) in Q2 2025, closing a stake of 48,872 shares — an estimated $662K sold.

Krilogy Financial first reported a position in BTU in Q4 2023 and held it in 2 quarters. The position peaked at $662K in Q1 2025. 304 funds tracked by Wall St. Rank hold BTU as of Q2 2025.

  • Krilogy Financial reported no remaining Peabody Energy position as of Q2 2025 after selling out during the quarter.
  • Krilogy Financial sold 48,872 Peabody Energy shares in Q2 2025, an estimated $662K.
  • Krilogy Financial first reported a position in Peabody Energy in Q4 2023 and held it in 2 quarters.
  • Krilogy Financial's Peabody Energy position peaked at $662K in Q1 2025.
  • 304 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2025.

Based on Krilogy Financial's 13F filing for Q2 2025, filed 9 Jul 2025.