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Private Wealth Management Group’s Peabody Energy BTU Stock Holding History

Private Wealth Management Group’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 		$9.09K Hold
393
– – ﹤0.01% 611
2026
Q1 		$12.9K Hold
393
– – ﹤0.01% 451
2025
Q4 		$11.7K Hold
393
– – ﹤0.01% 468
2025
Q3 		$10.4K Hold
393
– – ﹤0.01% 499
2025
Q2 		$5.28K Buy
393
+164
+72% +$2.16K ﹤0.01% 735
2025
Q1 		$3.1K Buy
229
+49
+27% +$788 ﹤0.01% 902
2024
Q4 		$3.77K Sell
180
-16
-8% -$395 ﹤0.01% 857
2024
Q3 		$5.2K Buy
196
+114
+139% +$2.6K ﹤0.01% 719
2024
Q2 		$1.81K Buy
82
+24
+41% +$554 ﹤0.01% 1087
2024
Q1 		$1.41K Hold
58
– – ﹤0.01% 1117
2023
Q4 		$1.41K Buy
+58
New +$1.4K ﹤0.01% 1135

Other funds holding BTU

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

Private Wealth Management Group's BTU Position: Q2 2026 in Review

Private Wealth Management Group held its Peabody Energy (BTU) position steady in Q2 2026 at 393 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Private Wealth Management Group first reported a position in BTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.9K in Q1 2026. 326 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Private Wealth Management Group held 393 shares of Peabody Energy worth $9.09K as of Q2 2026.
  • Private Wealth Management Group left its Peabody Energy share count unchanged in Q2 2026.
  • Peabody Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #611 holding.
  • Private Wealth Management Group first reported a position in Peabody Energy in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Peabody Energy position peaked at $12.9K in Q1 2026.
  • 326 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.