Net Worth Advisory Group’s Peabody Energy BTU Stock Holding History

Net Worth Advisory 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
2026 Q3	$202K	Buy	+8,165	New	+$206K	0.05%	411
2026 Q2	–	Sell	-9,180	Closed	-$302K	–	419
2026 Q1	$302K	Sell	9,180 -516	-5%	-$18K	0.06%	303
2025 Q4	$288K	Sell	9,696 -23	-0.2%	-$676	0.06%	334
2025 Q3	$258K	Sell	9,719 -559	-5%	-$10K	0.07%	341
2025 Q2	$138K	Buy	+10,278	New	+$136K	0.03%	422

Other funds holding BTU

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

AFA

Alta Fundamental Advisers New York $232M AUM 38.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Net Worth Advisory Group's BTU Position: Q3 2026 in Review

Net Worth Advisory Group opened a new position in Peabody Energy (BTU) in Q3 2026: 8,165 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #411 among its holdings. This is a return to the name: Net Worth Advisory Group previously reported a position in BTU as recently as Q1 2026.

Net Worth Advisory Group first reported a position in BTU in Q2 2025 and has held it in 5 quarters since. The position peaked at $302K in Q1 2026. 177 funds tracked by Wall St. Rank hold BTU as of Q3 2026.

Net Worth Advisory Group held 8,165 shares of Peabody Energy worth $202K as of Q3 2026.
Peabody Energy was a new Net Worth Advisory Group position in Q3 2026.
Peabody Energy made up 0.05% of Net Worth Advisory Group's portfolio in Q3 2026, its #411 holding.
Net Worth Advisory Group first reported a position in Peabody Energy in Q2 2025 and has held it in 5 quarters since.
Net Worth Advisory Group's Peabody Energy position peaked at $302K in Q1 2026.
177 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.