Pathstone Holdings’s Peabody Energy BTU Stock Holding History

Pathstone Holdings’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
2025 Q2	–	Sell	-168,426	Closed	-$2.28M	–	2202
2025 Q1	$2.28M	Buy	+168,426	New	+$2.71M	0.01%	905

Other funds holding BTU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return

Pathstone Holdings's BTU Position: Q2 2025 in Review

Pathstone Holdings sold out of Peabody Energy (BTU) in Q2 2025, closing a stake of 168,426 shares — an estimated $2.28M sold.

Pathstone Holdings first reported a position in BTU in Q1 2025 and held it in 1 quarter. The position peaked at $2.28M in Q1 2025. 304 funds tracked by Wall St. Rank hold BTU as of Q2 2025.

Pathstone Holdings reported no remaining Peabody Energy position as of Q2 2025 after selling out during the quarter.
Pathstone Holdings sold 168,426 Peabody Energy shares in Q2 2025, an estimated $2.28M.
Pathstone Holdings first reported a position in Peabody Energy in Q1 2025 and held it in 1 quarter.
Pathstone Holdings's Peabody Energy position peaked at $2.28M in Q1 2025.
304 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2025.

Based on Pathstone Holdings's 13F filing for Q2 2025, filed 12 Aug 2025.