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RFG Advisory’s Peabody Energy BTU Stock Holding History

RFG Advisory’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 		– Sell
-6,803
Closed -$224K – 1138
2026
Q1 		$224K Sell
6,803
-44,540
-87% -$1.56M ﹤0.01% 973
2025
Q4 		$1.52M Buy
51,343
+22,239
+76% +$654K 0.03% 412
2025
Q3 		$772K Buy
+29,104
New +$519K 0.02% 542
2023
Q4 		– Sell
-10,489
Closed -$273K – 651
2023
Q3 		$273K Buy
+10,489
New +$235K 0.01% 529

Other funds holding BTU

ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
KCPG
Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
CCM
Context Capital Management Lajolla, California $5.15B AUM 1.28% 1-Year Est. Return

RFG Advisory's BTU Position: Q2 2026 in Review

RFG Advisory sold out of Peabody Energy (BTU) in Q2 2026, closing a stake of 6,803 shares — an estimated $224K sold.

RFG Advisory first reported a position in BTU in Q3 2023 and held it in 4 quarters. The position peaked at $1.52M in Q4 2025. 64 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • RFG Advisory reported no remaining Peabody Energy position as of Q2 2026 after selling out during the quarter.
  • RFG Advisory sold 6,803 Peabody Energy shares in Q2 2026, an estimated $224K.
  • RFG Advisory first reported a position in Peabody Energy in Q3 2023 and held it in 4 quarters.
  • RFG Advisory's Peabody Energy position peaked at $1.52M in Q4 2025.
  • 64 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.