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
Q1 		– Sell
-9,500
Closed -$282K – 5997
2025
Q4 		$282K Sell
9,500
-10,000
-51% -$294K ﹤0.01% 5192
2025
Q3 		$517K Sell
19,500
-88,900
-82% -$1.58M ﹤0.01% 4591
2025
Q2 		$1.45M Sell
108,400
-136,400
-56% -$1.8M ﹤0.01% 3409
2025
Q1 		$3.32M Buy
+244,800
New +$3.94M ﹤0.01% 2480
2023
Q3 		– Sell
-78,100
Closed -$1.69M – 4701
2023
Q2 		$1.69M Buy
+78,100
New +$1.73M ﹤0.01% 2395

Other funds holding BTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

LPL Financial's BTU Position: Q1 2026 in Review

LPL Financial increased its Peabody Energy (BTU) stake by 67% in Q1 2026, buying an estimated $3.06M and bringing the position to 218,400 shares worth $7.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

LPL Financial first reported a position in BTU in Q4 2017 and has held it in 21 quarters since. The position peaked at $7.89M in Q2 2025. 387 funds tracked by Wall St. Rank hold BTU as of Q1 2026.

  • LPL Financial held 218,400 shares of Peabody Energy worth $7.2M as of Q1 2026.
  • LPL Financial bought 87,602 Peabody Energy shares in Q1 2026, an estimated $3.06M.
  • Peabody Energy made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2302 holding.
  • LPL Financial first reported a position in Peabody Energy in Q4 2017 and has held it in 21 quarters since.
  • LPL Financial's Peabody Energy position peaked at $7.89M in Q2 2025.
  • 387 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.