Merit Financial Group’s Peabody Energy BTU Stock Holding History

Merit Financial Group’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
2023 Q3	–	Sell	-30,000	Closed	-$248K	–	746
2023 Q2	$248K	Sell	30,000 -370,000	-93%	-$8.2M	0.01%	644
2023 Q1	$3.31M	Buy	+400,000	New	+$10.6M	0.12%	128
2022 Q3	–	Sell	-980,000	Closed	-$3.43M	–	586
2022 Q2	$3.43M	Buy	+980,000	New	+$24M	0.11%	124

Other funds holding BTU

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

BAM

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Merit Financial Group's BTU Position: Q2 2026 in Review

Merit Financial Group opened a new position in Peabody Energy (BTU) in Q2 2026: 14,067 shares worth $325K. The stake represents ﹤0.01% of the portfolio and ranks #1768 among its holdings. This is a return to the name: Merit Financial Group previously reported a position in BTU as recently as Q2 2023.

Merit Financial Group first reported a position in BTU in Q4 2022 and has held it in 3 quarters since. The position peaked at $7.94M in Q4 2022. 29 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

Merit Financial Group held 14,067 shares of Peabody Energy worth $325K as of Q2 2026.
Peabody Energy was a new Merit Financial Group position in Q2 2026.
Peabody Energy made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1768 holding.
Merit Financial Group first reported a position in Peabody Energy in Q4 2022 and has held it in 3 quarters since.
Merit Financial Group's Peabody Energy position peaked at $7.94M in Q4 2022.
29 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.