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Moran Wealth Management’s Peabody Energy BTU Stock Holding History

Moran Wealth 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 		$2.13M Buy
92,206
+2,004
+2% +$53.3K 0.06% 315
2026
Q1 		$2.97M Buy
90,202
+16,588
+23% +$579K 0.09% 266
2025
Q4 		$2.19M Buy
73,614
+15,797
+27% +$464K 0.07% 279
2025
Q3 		$1.53M Sell
57,817
-1,238
-2% -$22.1K 0.05% 303
2025
Q2 		$793K Buy
59,055
+1,727
+3% +$22.8K 0.02% 346
2025
Q1 		$777K Buy
57,328
+6,288
+12% +$101K 0.03% 326
2024
Q4 		$1.07M Buy
51,040
+12,025
+31% +$297K 0.03% 292
2024
Q3 		$1.04M Sell
39,015
-2,611
-6% -$59.5K 0.03% 298
2024
Q2 		$921K Buy
41,626
+3,457
+9% +$79.8K 0.03% 295
2024
Q1 		$926K Sell
38,169
-4,684
-11% -$118K 0.03% 297
2023
Q4 		$1.04M Sell
42,853
-18,527
-30% -$447K 0.04% 301
2023
Q3 		$1.6M Buy
61,380
+20,805
+51% +$465K 0.06% 227
2023
Q2 		$879K Buy
+40,575
New +$899K 0.03% 255

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Moran Wealth Management's BTU Position: Q2 2026 in Review

Moran Wealth Management increased its Peabody Energy (BTU) stake by 2.2% in Q2 2026, buying an estimated $53.3K and bringing the position to 92,206 shares worth $2.13M. The position accounts for 0.06% of the portfolio, ranked #315.

Moran Wealth Management first reported a position in BTU in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.97M in Q1 2026. 325 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Moran Wealth Management held 92,206 shares of Peabody Energy worth $2.13M as of Q2 2026.
  • Moran Wealth Management bought 2,004 Peabody Energy shares in Q2 2026, an estimated $53.3K.
  • Peabody Energy made up 0.06% of Moran Wealth Management's portfolio in Q2 2026, its #315 holding.
  • Moran Wealth Management first reported a position in Peabody Energy in Q2 2023 and has held it in 13 quarters since.
  • Moran Wealth Management's Peabody Energy position peaked at $2.97M in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.