O'Shaughnessy Asset Management’s Peabody Energy BTU Stock Holding History

O'Shaughnessy Asset Management’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	–	Sell	-13,432	Closed	-$443K	–	2644
2026 Q1	$443K	Buy	13,432 +3,939	+41%	+$138K	﹤0.01%	1585
2025 Q4	$282K	Buy	+9,493	New	+$279K	﹤0.01%	1799
2020 Q3	–	Sell	-321	Closed	-$1K	–	1875
2020 Q2	$1K	Sell	321 -1,558	-83%	-$5.15K	﹤0.01%	1567
2020 Q1	$5K	Buy	1,879 +1,346	+253%	+$8.62K	﹤0.01%	1072
2019 Q4	$5K	Sell	533 -63,061	-99%	-$725K	﹤0.01%	1436
2019 Q3	$936K	Sell	63,594 -44,290	-41%	-$863K	0.02%	272
2019 Q2	$2.6M	Buy	107,884 +1,148	+1%	+$30.2K	0.06%	162
2019 Q1	$3.02M	Buy	106,736 +25,090	+31%	+$791K	0.07%	159
2018 Q4	$2.49M	Buy	81,646 +71,981	+745%	+$2.41M	0.06%	171
2018 Q3	$344K	Buy	9,665 +2,674	+38%	+$115K	0.01%	438
2018 Q2	$318K	Sell	6,991 -37	-0.5%	-$1.52K	0.01%	428
2018 Q1	$257K	Buy	+7,028	New	+$280K	0.01%	466

Other funds holding BTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

O'Shaughnessy Asset Management's BTU Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of Peabody Energy (BTU) in Q2 2026, closing a stake of 13,432 shares — an estimated $443K sold.

O'Shaughnessy Asset Management first reported a position in BTU in Q1 2018 and held it in 12 quarters. The position peaked at $3.02M in Q1 2019. 325 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

O'Shaughnessy Asset Management reported no remaining Peabody Energy position as of Q2 2026 after selling out during the quarter.
O'Shaughnessy Asset Management sold 13,432 Peabody Energy shares in Q2 2026, an estimated $443K.
O'Shaughnessy Asset Management first reported a position in Peabody Energy in Q1 2018 and held it in 12 quarters.
O'Shaughnessy Asset Management's Peabody Energy position peaked at $3.02M in Q1 2019.
325 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.