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Provenance Wealth Advisors’s Peabody Energy BTU Stock Holding History

Provenance Wealth Advisors’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
Q2 		– Sell
-28
Closed -$379 – 439
2025
Q1 		$379 Hold
28
– – ﹤0.01% 520
2024
Q4 		$586 Hold
28
– – ﹤0.01% 528
2024
Q3 		$743 Hold
28
– – ﹤0.01% 558
2024
Q2 		$619 Hold
28
– – ﹤0.01% 488
2024
Q1 		$679 Hold
28
– – ﹤0.01% 512
2023
Q4 		$681 Hold
28
– – ﹤0.01% 560
2023
Q3 		$728 Buy
+28
New +$626 ﹤0.01% 436

Other funds holding BTU

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $2.48B AUM 72.25% 1-Year Est. Return

Provenance Wealth Advisors's BTU Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Peabody Energy (BTU) in Q2 2025, closing a stake of 28 shares — an estimated $379 sold.

Provenance Wealth Advisors first reported a position in BTU in Q3 2023 and held it in 7 quarters. The position peaked at $743 in Q3 2024. 304 funds tracked by Wall St. Rank hold BTU as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Peabody Energy position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 28 Peabody Energy shares in Q2 2025, an estimated $379.
  • Provenance Wealth Advisors first reported a position in Peabody Energy in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's Peabody Energy position peaked at $743 in Q3 2024.
  • 304 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.