LPL Financial
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LPL Financial’s Peabody Energy BTU Stock Holding History

LPL 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
2026
Q3 		$5.58M Sell
228,583
-74,671
-25% -$1.88M ﹤0.01% 2728
2026
Q2 		$7.01M Buy
303,254
+84,854
+39% +$2.26M ﹤0.01% 2473
2026
Q1 		$7.2M Buy
218,400
+87,602
+67% +$3.06M ﹤0.01% 2302
2025
Q4 		$3.88M Sell
130,798
-5,565
-4% -$164K ﹤0.01% 2769
2025
Q3 		$3.62M Sell
136,363
-451,790
-77% -$8.05M ﹤0.01% 2766
2025
Q2 		$7.89M Buy
588,153
+192,604
+49% +$2.54M ﹤0.01% 1935
2025
Q1 		$5.36M Buy
395,549
+311,230
+369% +$5.01M ﹤0.01% 2093
2024
Q4 		$1.77M Sell
84,319
-2,175
-3% -$53.7K ﹤0.01% 2972
2024
Q3 		$2.3M Sell
86,494
-23,490
-21% -$535K ﹤0.01% 2593
2024
Q2 		$2.43M Buy
109,984
+13,318
+14% +$307K ﹤0.01% 2430
2024
Q1 		$2.35M Buy
96,666
+19,709
+26% +$496K ﹤0.01% 2410
2023
Q4 		$1.87M Sell
76,957
-1,538
-2% -$37.1K ﹤0.01% 2467
2023
Q3 		$2.04M Sell
78,495
-94,393
-55% -$2.11M ﹤0.01% 2266
2023
Q2 		$3.74M Buy
172,888
+75,317
+77% +$1.67M ﹤0.01% 1757
2023
Q1 		$2.5M Sell
97,571
-9,758
-9% -$259K ﹤0.01% 1966
2022
Q4 		$2.84M Buy
107,329
+29,386
+38% +$808K ﹤0.01% 1810
2022
Q3 		$1.94M Buy
77,943
+61,253
+367% +$1.38M ﹤0.01% 2012
2022
Q2 		$356K Buy
16,690
+317
+2% +$7.78K ﹤0.01% 3483
2022
Q1 		$402K Sell
16,373
-49,978
-75% -$847K ﹤0.01% 3357
2021
Q4 		$668K Buy
66,351
+6,215
+10% +$75.5K ﹤0.01% 3026
2021
Q3 		$889K Buy
60,136
+45,269
+304% +$593K ﹤0.01% 2709
2021
Q2 		$118K Buy
+14,867
New +$88K ﹤0.01% 4032
2018
Q1 		– Sell
-24,886
Closed -$980K – 3193
2017
Q4 		$980K Buy
+24,886
New +$808K ﹤0.01% 1542

Other funds holding BTU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $33B AUM 30.04% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

LPL Financial's BTU Position: Q3 2026 in Review

LPL Financial reduced its Peabody Energy (BTU) stake by 25% in Q3 2026, selling an estimated $1.88M and leaving 228,583 shares worth $5.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2728.

LPL Financial first reported a position in BTU in Q4 2017 and has held it in 23 quarters since. The position peaked at $7.89M in Q2 2025. 255 funds tracked by Wall St. Rank hold BTU as of Q3 2026.

  • LPL Financial held 228,583 shares of Peabody Energy worth $5.58M as of Q3 2026.
  • LPL Financial sold 74,671 Peabody Energy shares in Q3 2026, an estimated $1.88M.
  • Peabody Energy made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2728 holding.
  • LPL Financial first reported a position in Peabody Energy in Q4 2017 and has held it in 23 quarters since.
  • LPL Financial's Peabody Energy position peaked at $7.89M in Q2 2025.
  • 255 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.