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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
Q2 		– Sell
-660
Closed -$21.7K – 819
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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Root Financial Partners's BTU Position: Q2 2026 in Review

Root Financial Partners sold out of Peabody Energy (BTU) in Q2 2026, closing a stake of 660 shares — an estimated $21.7K sold.

Root Financial Partners first reported a position in BTU in Q3 2025 and held it in 3 quarters. The position peaked at $21.7K in Q1 2026. 326 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Root Financial Partners reported no remaining Peabody Energy position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 660 Peabody Energy shares in Q2 2026, an estimated $21.7K.
  • Root Financial Partners first reported a position in Peabody Energy in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Peabody Energy position peaked at $21.7K in Q1 2026.
  • 326 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.