Massachusetts Financial Services
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Massachusetts Financial Services’s Peabody Energy BTU Stock Holding History

Massachusetts Financial Services’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 		$67M Sell
2,898,295
-11,369
-0.4% -$302K 0.02% 445
2026
Q1 		$95.9M Sell
2,909,664
-140,942
-5% -$4.92M 0.03% 374
2025
Q4 		$90.6M Buy
+3,050,606
New +$89.6M 0.03% 391
2022
Q4 		– Sell
-110,039
Closed -$2.73M – 848
2022
Q3 		$2.73M Sell
110,039
-1,003
-0.9% -$22.5K ﹤0.01% 691
2022
Q2 		$2.37M Sell
111,042
-60,006
-35% -$1.47M ﹤0.01% 703
2022
Q1 		$4.2M Sell
171,048
-73,406
-30% -$1.24M ﹤0.01% 688
2021
Q4 		$2.46M Buy
+244,454
New +$2.97M ﹤0.01% 759

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Massachusetts Financial Services's BTU Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Peabody Energy (BTU) stake by 0.39% in Q2 2026, selling an estimated $302K and leaving 2,898,295 shares worth $67M. The position accounts for 0.02% of the portfolio, ranked #445.

Massachusetts Financial Services first reported a position in BTU in Q4 2021 and has held it in 7 quarters since. The position peaked at $95.9M in Q1 2026. 325 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Massachusetts Financial Services held 2,898,295 shares of Peabody Energy worth $67M as of Q2 2026.
  • Massachusetts Financial Services sold 11,369 Peabody Energy shares in Q2 2026, an estimated $302K.
  • Peabody Energy made up 0.02% of Massachusetts Financial Services's portfolio in Q2 2026, its #445 holding.
  • Massachusetts Financial Services first reported a position in Peabody Energy in Q4 2021 and has held it in 7 quarters since.
  • Massachusetts Financial Services's Peabody Energy position peaked at $95.9M in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.