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Mount Yale Investment Advisors’s Peabody Energy BTU Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-2,527
Closed -$33.9K – 796
2025
Q2 		$33.9K Buy
+2,527
New +$33.4K ﹤0.01% 929
2023
Q4 		– Sell
-8,157
Closed -$212K – 504
2023
Q3 		$212K Sell
8,157
-6,820
-46% -$153K 0.02% 465
2023
Q2 		$324K Sell
14,977
-730
-5% -$16.2K 0.03% 375
2023
Q1 		$402K Buy
15,707
+6,660
+74% +$177K 0.05% 326
2022
Q4 		$239K Buy
9,047
+101
+1% +$2.77K 0.03% 405
2022
Q3 		$222K Buy
+8,946
New +$201K 0.03% 401
2022
Q2 		– Sell
-8,384
Closed -$206K – 458
2022
Q1 		$206K Buy
+8,384
New +$142K 0.02% 449

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's BTU Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Peabody Energy (BTU) in Q3 2025, closing a stake of 2,527 shares — an estimated $33.9K sold.

Mount Yale Investment Advisors first reported a position in BTU in Q1 2022 and held it in 7 quarters. The position peaked at $402K in Q1 2023. 313 funds tracked by Wall St. Rank hold BTU as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Peabody Energy position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,527 Peabody Energy shares in Q3 2025, an estimated $33.9K.
  • Mount Yale Investment Advisors first reported a position in Peabody Energy in Q1 2022 and held it in 7 quarters.
  • Mount Yale Investment Advisors's Peabody Energy position peaked at $402K in Q1 2023.
  • 313 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.