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Principal Securities’s Peabody Energy BTU Stock Holding History

Principal Securities’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
Q4 		– Sell
-37
Closed -$981 – 1636
2025
Q3 		$981 Hold
37
– – ﹤0.01% 3410
2025
Q2 		$497 Buy
+37
New +$488 ﹤0.01% 3480
2024
Q2 		– Sell
-112
Closed -$2.72K – 3405
2024
Q1 		$2.72K Hold
112
– – ﹤0.01% 2784
2023
Q4 		$2.72K Buy
+112
New +$2.7K ﹤0.01% 2728

Other funds holding BTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Securities's BTU Position: Q4 2025 in Review

Principal Securities sold out of Peabody Energy (BTU) in Q4 2025, closing a stake of 37 shares — an estimated $981 sold.

Principal Securities first reported a position in BTU in Q4 2023 and held it in 4 quarters. The position peaked at $2.72K in Q4 2023. 353 funds tracked by Wall St. Rank hold BTU as of Q4 2025.

  • Principal Securities reported no remaining Peabody Energy position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 37 Peabody Energy shares in Q4 2025, an estimated $981.
  • Principal Securities first reported a position in Peabody Energy in Q4 2023 and held it in 4 quarters.
  • Principal Securities's Peabody Energy position peaked at $2.72K in Q4 2023.
  • 353 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.