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NWAM LLC’s Peabody Energy BTU Stock Holding History

NWAM LLC’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 		$2.61M Buy
112,808
+34,307
+44% +$912K 0.13% 170
2026
Q1 		$2.59M Sell
78,501
-27,208
-26% -$950K 0.15% 145
2025
Q4 		$3.78M Buy
105,709
+29,796
+39% +$876K 0.21% 107
2025
Q3 		$2.42M Buy
+75,913
New +$1.35M 0.13% 163

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

NWAM LLC's BTU Position: Q2 2026 in Review

NWAM LLC increased its Peabody Energy (BTU) stake by 44% in Q2 2026, buying an estimated $912K and bringing the position to 112,808 shares worth $2.61M. The position accounts for 0.13% of the portfolio, ranked #170.

NWAM LLC first reported a position in BTU in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.78M in Q4 2025. 326 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • NWAM LLC held 112,808 shares of Peabody Energy worth $2.61M as of Q2 2026.
  • NWAM LLC bought 34,307 Peabody Energy shares in Q2 2026, an estimated $912K.
  • Peabody Energy made up 0.13% of NWAM LLC's portfolio in Q2 2026, its #170 holding.
  • NWAM LLC first reported a position in Peabody Energy in Q3 2025 and has held it in 4 quarters since.
  • NWAM LLC's Peabody Energy position peaked at $3.78M in Q4 2025.
  • 326 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.