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Phoenix Financial’s Peabody Energy BTU Stock Holding History

Phoenix Financial’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
-30,000
Closed -$989K – 534
2026
Q1 		$989K Sell
30,000
-1,253,673
-98% -$43.8M 0.01% 233
2025
Q4 		$38.1M Buy
+1,283,673
New +$37.7M 0.41% 46

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Vanguard Portfolio Management
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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

Phoenix Financial's BTU Position: Q2 2026 in Review

Phoenix Financial sold out of Peabody Energy (BTU) in Q2 2026, closing a stake of 30,000 shares — an estimated $989K sold.

Phoenix Financial first reported a position in BTU in Q4 2025 and held it in 2 quarters. The position peaked at $38.1M in Q4 2025. 325 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Phoenix Financial reported no remaining Peabody Energy position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 30,000 Peabody Energy shares in Q2 2026, an estimated $989K.
  • Phoenix Financial first reported a position in Peabody Energy in Q4 2025 and held it in 2 quarters.
  • Phoenix Financial's Peabody Energy position peaked at $38.1M in Q4 2025.
  • 325 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.