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LRI Investments’s Peabody Energy BTU Stock Holding History

LRI Investments’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 		$254 Sell
11
-7
-39% -$186 ﹤0.01% 1693
2026
Q1 		$593 Hold
18
– – ﹤0.01% 1358
2025
Q4 		$535 Buy
+18
New +$529 ﹤0.01% 1304

Other funds holding BTU

ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $2.71B AUM 54.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LRI Investments's BTU Position: Q2 2026 in Review

LRI Investments reduced its Peabody Energy (BTU) stake by 39% in Q2 2026, selling an estimated $186 and leaving 11 shares worth $254. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

LRI Investments first reported a position in BTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $593 in Q1 2026. 82 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • LRI Investments held 11 shares of Peabody Energy worth $254 as of Q2 2026.
  • LRI Investments sold 7 Peabody Energy shares in Q2 2026, an estimated $186.
  • Peabody Energy made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1693 holding.
  • LRI Investments first reported a position in Peabody Energy in Q4 2025 and has held it in 3 quarters since.
  • LRI Investments's Peabody Energy position peaked at $593 in Q1 2026.
  • 82 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.