NFSG
BTU icon

Newbridge Financial Services Group’s Peabody Energy BTU Stock Holding History

Newbridge Financial Services 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
Q2 		$127K Hold
5,500
– – 0.02% 304
2026
Q1 		$181K Hold
5,500
– – 0.03% 229
2025
Q4 		$163K Sell
5,500
-5,080
-48% -$149K 0.03% 256
2025
Q3 		$281K Hold
10,580
– – 0.04% 252
2025
Q2 		$142K Buy
10,580
+1,000
+10% +$13.2K 0.02% 335
2025
Q1 		$130K Hold
9,580
– – 0.03% 236
2024
Q4 		$201K Buy
+9,580
New +$237K 0.05% 205
2024
Q3 		– Sell
-8,380
Closed -$185K – 716
2024
Q2 		$185K Sell
8,380
-1,900
-18% -$43.9K 0.07% 196
2024
Q1 		$249K Hold
10,280
– – 0.11% 162
2023
Q4 		$250K Sell
10,280
-600
-6% -$14.5K 0.12% 163
2023
Q3 		$283K Sell
10,880
-2,200
-17% -$49.2K 0.14% 143
2023
Q2 		$283K Buy
13,080
+200
+2% +$4.43K 0.14% 155
2023
Q1 		$330K Sell
12,880
-1,500
-10% -$39.9K 0.18% 126
2022
Q4 		$380K Sell
14,380
-4,692
-25% -$129K 0.22% 99
2022
Q3 		$473K Sell
19,072
-5,320
-22% -$119K 0.28% 84
2022
Q2 		$520K Buy
24,392
+4,200
+21% +$103K 0.32% 72
2022
Q1 		$495K Sell
20,192
-1,000
-5% -$17K 0.24% 90
2021
Q4 		$213K Buy
21,192
+4,000
+23% +$48.6K 0.1% 195
2021
Q3 		$254K Sell
17,192
-3,900
-18% -$51.1K 0.16% 141
2021
Q2 		$167K Buy
21,092
+10,000
+90% +$59.2K 0.1% 203
2021
Q1 		$34K Buy
11,092
+11,000
+11,957% +$41.4K 0.03% 504
2020
Q4 		$1K Hold
92
– – ﹤0.01% 1010
2020
Q3 		$0 Buy
+92
New +$266 ﹤0.01% 1034

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

Newbridge Financial Services Group's BTU Position: Q2 2026 in Review

Newbridge Financial Services Group held its Peabody Energy (BTU) position steady in Q2 2026 at 5,500 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #304.

Newbridge Financial Services Group first reported a position in BTU in Q3 2020 and has held it in 23 quarters since. The position peaked at $520K in Q2 2022. 325 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Newbridge Financial Services Group held 5,500 shares of Peabody Energy worth $127K as of Q2 2026.
  • Newbridge Financial Services Group left its Peabody Energy share count unchanged in Q2 2026.
  • Peabody Energy made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #304 holding.
  • Newbridge Financial Services Group first reported a position in Peabody Energy in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Peabody Energy position peaked at $520K in Q2 2022.
  • 325 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.