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Rooted Wealth Advisors’s Peabody Energy BTU Stock Holding History

Rooted 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
2026
Q2 		– Sell
-9,426
Closed -$242K – 150
2026
Q1 		$242K Buy
+9,426
New +$329K 0.06% 132

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Hudson Bay Capital Management
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American Century Companies
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Rooted Wealth Advisors's BTU Position: Q2 2026 in Review

Rooted Wealth Advisors sold out of Peabody Energy (BTU) in Q2 2026, closing a stake of 9,426 shares — an estimated $242K sold.

Rooted Wealth Advisors first reported a position in BTU in Q1 2026 and held it in 1 quarter. The position peaked at $242K in Q1 2026. 325 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Rooted Wealth Advisors reported no remaining Peabody Energy position as of Q2 2026 after selling out during the quarter.
  • Rooted Wealth Advisors sold 9,426 Peabody Energy shares in Q2 2026, an estimated $242K.
  • Rooted Wealth Advisors first reported a position in Peabody Energy in Q1 2026 and held it in 1 quarter.
  • Rooted Wealth Advisors's Peabody Energy position peaked at $242K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.