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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
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

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

NWAM LLC's BTU Position: Q1 2026 in Review

NWAM LLC reduced its Peabody Energy (BTU) stake by 26% in Q1 2026, selling an estimated $950K and leaving 78,501 shares worth $2.59M. The position accounts for 0.15% of the portfolio, ranked #145.

NWAM LLC first reported a position in BTU in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.78M in Q4 2025. 387 funds tracked by Wall St. Rank hold BTU as of Q1 2026.

  • NWAM LLC held 78,501 shares of Peabody Energy worth $2.59M as of Q1 2026.
  • NWAM LLC sold 27,208 Peabody Energy shares in Q1 2026, an estimated $950K.
  • Peabody Energy made up 0.15% of NWAM LLC's portfolio in Q1 2026, its #145 holding.
  • NWAM LLC first reported a position in Peabody Energy in Q3 2025 and has held it in 3 quarters since.
  • NWAM LLC's Peabody Energy position peaked at $3.78M in Q4 2025.
  • 387 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.