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Root Financial Partners’s Peabody Energy BTU Stock Holding History

Root Financial Partners’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 		$21.7K Buy
660
+206
+45% +$7.2K ﹤0.01% 1279
2025
Q4 		$13.5K Buy
454
+294
+184% +$8.64K ﹤0.01% 1364
2025
Q3 		$4.24K Buy
+160
New +$2.85K ﹤0.01% 1784

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VCM
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American Century Companies
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Hudson Bay Capital Management
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Root Financial Partners's BTU Position: Q1 2026 in Review

Root Financial Partners increased its Peabody Energy (BTU) stake by 45% in Q1 2026, buying an estimated $7.2K and bringing the position to 660 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Root Financial Partners first reported a position in BTU in Q3 2025 and has held it in 3 quarters since. 388 funds tracked by Wall St. Rank hold BTU as of Q1 2026.

  • Root Financial Partners held 660 shares of Peabody Energy worth $21.7K as of Q1 2026.
  • Root Financial Partners bought 206 Peabody Energy shares in Q1 2026, an estimated $7.2K.
  • Peabody Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1279 holding.
  • Root Financial Partners first reported a position in Peabody Energy in Q3 2025 and has held it in 3 quarters since.
  • 388 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.