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Pinnacle Wealth Planning Services’s Peabody Energy BTU Stock Holding History

Pinnacle Wealth Planning Services’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 		$132K Buy
5,711
+104
+2% +$2.76K 0.01% 728
2026
Q1 		$185K Buy
5,607
+110
+2% +$3.84K 0.02% 505
2025
Q4 		$163K Buy
+5,497
New +$162K 0.02% 546

Other funds holding BTU

BlackRock
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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

Pinnacle Wealth Planning Services's BTU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Peabody Energy (BTU) stake by 1.9% in Q2 2026, buying an estimated $2.76K and bringing the position to 5,711 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #728.

Pinnacle Wealth Planning Services first reported a position in BTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $185K in Q1 2026. 326 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Pinnacle Wealth Planning Services held 5,711 shares of Peabody Energy worth $132K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 104 Peabody Energy shares in Q2 2026, an estimated $2.76K.
  • Peabody Energy made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #728 holding.
  • Pinnacle Wealth Planning Services first reported a position in Peabody Energy in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Peabody Energy position peaked at $185K in Q1 2026.
  • 326 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.