Pinnacle Wealth Planning Services
BTU icon

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
Q3 		$140K Buy
5,752
+41
+0.7% +$1.03K 0.01% 664
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

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Geode Capital Management
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Bank of New York Mellon
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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Pinnacle Wealth Planning Services's BTU Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Peabody Energy (BTU) stake by 0.72% in Q3 2026, buying an estimated $1.03K and bringing the position to 5,752 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #664.

Pinnacle Wealth Planning Services first reported a position in BTU in Q4 2025 and has held it in 4 quarters since. The position peaked at $185K in Q1 2026. 208 funds tracked by Wall St. Rank hold BTU as of Q3 2026.

  • Pinnacle Wealth Planning Services held 5,752 shares of Peabody Energy worth $140K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 41 Peabody Energy shares in Q3 2026, an estimated $1.03K.
  • Peabody Energy made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #664 holding.
  • Pinnacle Wealth Planning Services first reported a position in Peabody Energy in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Peabody Energy position peaked at $185K in Q1 2026.
  • 208 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.