LSV Asset Management
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LSV Asset Management’s Peabody Energy BTU Stock Holding History

LSV Asset 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 		$12.6M Sell
543,200
-1,200
-0.2% -$31.9K 0.02% 403
2026
Q1 		$17.9M Sell
544,400
-9,900
-2% -$346K 0.04% 325
2025
Q4 		$16.5M Sell
554,300
-5,039
-0.9% -$148K 0.04% 333
2025
Q3 		$14.8M Sell
559,339
-24,200
-4% -$431K 0.03% 354
2025
Q2 		$7.83M Buy
583,539
+57,900
+11% +$764K 0.02% 417
2025
Q1 		$7.12M Buy
525,639
+162,039
+45% +$2.61M 0.02% 439
2024
Q4 		$7.61M Sell
363,600
-3,000
-0.8% -$74.1K 0.02% 435
2024
Q3 		$9.73M Sell
366,600
-69,900
-16% -$1.59M 0.02% 420
2024
Q2 		$9.65M Sell
436,500
-6,900
-2% -$159K 0.02% 444
2024
Q1 		$10.8M Sell
443,400
-12,500
-3% -$315K 0.02% 426
2023
Q4 		$11.1M Buy
+455,900
New +$11M 0.02% 432

Other funds holding BTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LSV Asset Management's BTU Position: Q2 2026 in Review

LSV Asset Management reduced its Peabody Energy (BTU) stake by 0.22% in Q2 2026, selling an estimated $31.9K and leaving 543,200 shares worth $12.6M. The position accounts for 0.02% of the portfolio, ranked #403.

LSV Asset Management first reported a position in BTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.9M in Q1 2026. 148 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • LSV Asset Management held 543,200 shares of Peabody Energy worth $12.6M as of Q2 2026.
  • LSV Asset Management sold 1,200 Peabody Energy shares in Q2 2026, an estimated $31.9K.
  • Peabody Energy made up 0.02% of LSV Asset Management's portfolio in Q2 2026, its #403 holding.
  • LSV Asset Management first reported a position in Peabody Energy in Q4 2023 and has held it in 11 quarters since.
  • LSV Asset Management's Peabody Energy position peaked at $17.9M in Q1 2026.
  • 148 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.