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

Mackenzie 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
-7,660
Closed -$228K – 1473
2025
Q4 		$228K Sell
7,660
-78
-1% -$2.29K ﹤0.01% 1490
2025
Q3 		$205K Buy
+7,738
New +$138K ﹤0.01% 1558
2024
Q4 		– Sell
-7,738
Closed -$205K – 1710
2024
Q3 		$205K Sell
7,738
-2,285
-23% -$52.1K ﹤0.01% 1376
2024
Q2 		$222K Buy
10,023
+709
+8% +$16.4K ﹤0.01% 1297
2024
Q1 		$226K Buy
9,314
+333
+4% +$8.38K ﹤0.01% 1290
2023
Q4 		$218K Sell
8,981
-10,985
-55% -$265K ﹤0.01% 1292
2023
Q3 		$492K Buy
+19,966
New +$447K ﹤0.01% 1004
2019
Q2 		– Sell
-33,784
Closed -$957K – 1109
2019
Q1 		$957K Sell
33,784
-29,175
-46% -$919K ﹤0.01% 934
2018
Q4 		$1.92M Sell
62,959
-13,506
-18% -$453K 0.01% 712
2018
Q3 		$2.73M Buy
76,465
+5,280
+7% +$227K 0.01% 599
2018
Q2 		$3.24M Hold
71,185
– – 0.01% 526
2018
Q1 		$2.6M Buy
+71,185
New +$2.83M 0.01% 529

Other funds holding BTU

BlackRock
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

Mackenzie Financial's BTU Position: Q1 2026 in Review

Mackenzie Financial sold out of Peabody Energy (BTU) in Q1 2026, closing a stake of 7,660 shares — an estimated $228K sold.

Mackenzie Financial first reported a position in BTU in Q1 2018 and held it in 12 quarters. The position peaked at $3.24M in Q2 2018. 390 funds tracked by Wall St. Rank hold BTU as of Q1 2026.

  • Mackenzie Financial reported no remaining Peabody Energy position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 7,660 Peabody Energy shares in Q1 2026, an estimated $228K.
  • Mackenzie Financial first reported a position in Peabody Energy in Q1 2018 and held it in 12 quarters.
  • Mackenzie Financial's Peabody Energy position peaked at $3.24M in Q2 2018.
  • 390 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2026.

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