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Lodestone Wealth Management’s Peabody Energy BTU Stock Holding History

Lodestone Wealth Management’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 		$11.7K Buy
506
+1
+0.2% +$27 ﹤0.01% 499
2026
Q1 		$16.6K Buy
505
+1
+0.2% +$35 0.01% 440
2025
Q4 		$15K Buy
+504
New +$14.8K 0.01% 448

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Dimensional Fund Advisors
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Vanguard Capital Management
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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

Lodestone Wealth Management's BTU Position: Q2 2026 in Review

Lodestone Wealth Management increased its Peabody Energy (BTU) stake by 0.2% in Q2 2026, buying an estimated $27 and bringing the position to 506 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Lodestone Wealth Management first reported a position in BTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.6K in Q1 2026. 328 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Lodestone Wealth Management held 506 shares of Peabody Energy worth $11.7K as of Q2 2026.
  • Lodestone Wealth Management bought 1 Peabody Energy share in Q2 2026, an estimated $27.
  • Peabody Energy made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #499 holding.
  • Lodestone Wealth Management first reported a position in Peabody Energy in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Peabody Energy position peaked at $16.6K in Q1 2026.
  • 328 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.