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Medallion Wealth Advisors’s Peabody Energy BTU Stock Holding History

Medallion Wealth Advisors’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
2025
Q4 		– Sell
-500
Closed -$13.3K – 1122
2025
Q3 		$13.3K Sell
500
-1,030
-67% -$18.4K ﹤0.01% 708
2025
Q2 		$20.2K Buy
1,530
+810
+113% +$10.7K 0.01% 620
2025
Q1 		$9.74K Buy
+720
New +$11.6K ﹤0.01% 688

Other funds holding BTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Medallion Wealth Advisors's BTU Position: Q4 2025 in Review

Medallion Wealth Advisors sold out of Peabody Energy (BTU) in Q4 2025, closing a stake of 500 shares — an estimated $13.3K sold.

Medallion Wealth Advisors first reported a position in BTU in Q1 2025 and held it in 3 quarters. The position peaked at $20.2K in Q2 2025. 353 funds tracked by Wall St. Rank hold BTU as of Q4 2025.

  • Medallion Wealth Advisors reported no remaining Peabody Energy position as of Q4 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 500 Peabody Energy shares in Q4 2025, an estimated $13.3K.
  • Medallion Wealth Advisors first reported a position in Peabody Energy in Q1 2025 and held it in 3 quarters.
  • Medallion Wealth Advisors's Peabody Energy position peaked at $20.2K in Q2 2025.
  • 353 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2025.

Based on Medallion Wealth Advisors's 13F filing for Q4 2025, filed 24 Apr 2026.