Red Tortoise LLC’s Peabody Energy BTU Stock Holding History

Red Tortoise LLC’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 Q1	$7.45K	Hold	226	–	–	﹤0.01%	333
2025 Q4	$6.71K	Hold	226	–	–	﹤0.01%	343
2025 Q3	$5.99K	Hold	226	–	–	﹤0.01%	351
2025 Q2	$3.03K	Hold	226	–	–	﹤0.01%	450
2025 Q1	$3.06K	Hold	226	–	–	﹤0.01%	428
2024 Q4	$4.73K	Hold	226	–	–	﹤0.01%	367
2024 Q3	$6K	Hold	226	–	–	﹤0.01%	336
2024 Q2	$5K	Hold	226	–	–	﹤0.01%	349
2024 Q1	$5.48K	Hold	226	–	–	﹤0.01%	331
2023 Q4	$5.5K	Hold	226	–	–	﹤0.01%	281
2023 Q3	$5.87K	Hold	226	–	–	﹤0.01%	252
2023 Q2	$4.89K	Hold	226	–	–	﹤0.01%	286
2023 Q1	$5.79K	Hold	226	–	–	﹤0.01%	243
2022 Q4	$5.97K	Buy	+226	New	+$6.21K	﹤0.01%	291
2021 Q4	–	Sell	-226	Closed	-$6K	–	127
2021 Q3	$6K	Buy	+226	New	+$2.96K	﹤0.01%	263

Other funds holding BTU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Red Tortoise LLC's BTU Position: Q1 2026 in Review

Red Tortoise LLC held its Peabody Energy (BTU) position steady in Q1 2026 at 226 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Red Tortoise LLC first reported a position in BTU in Q3 2021 and has held it in 15 quarters since. 387 funds tracked by Wall St. Rank hold BTU as of Q1 2026.

Red Tortoise LLC held 226 shares of Peabody Energy worth $7.45K as of Q1 2026.
Red Tortoise LLC left its Peabody Energy share count unchanged in Q1 2026.
Peabody Energy made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #333 holding.
Red Tortoise LLC first reported a position in Peabody Energy in Q3 2021 and has held it in 15 quarters since.
387 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.