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Rothschild Investment LLC’s Peabody Energy BTU Stock Holding History

Rothschild Investment 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
Q2 		$9.43K Sell
408
-27
-6% -$718 ﹤0.01% 1915
2026
Q1 		$14.3K Buy
435
+241
+124% +$8.42K ﹤0.01% 1546
2025
Q4 		$5.76K Buy
194
+14
+8% +$411 ﹤0.01% 1816
2025
Q3 		$4.77K Sell
180
-45
-20% -$802 ﹤0.01% 1731
2025
Q2 		$3.02K Buy
225
+110
+96% +$1.45K ﹤0.01% 1786
2025
Q1 		$1.56K Sell
115
-25
-18% -$402 ﹤0.01% 2056
2024
Q4 		$2.93K Buy
140
+15
+12% +$370 ﹤0.01% 1582
2024
Q3 		$3.32K Buy
125
+85
+213% +$1.94K ﹤0.01% 1460
2024
Q2 		$885 Buy
40
+30
+300% +$693 ﹤0.01% 1722
2024
Q1 		$243 Buy
+10
New +$252 ﹤0.01% 1663

Other funds holding BTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rothschild Investment LLC's BTU Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Peabody Energy (BTU) stake by 6.2% in Q2 2026, selling an estimated $718 and leaving 408 shares worth $9.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Rothschild Investment LLC first reported a position in BTU in Q1 2024 and has held it in 10 quarters since. The position peaked at $14.3K in Q1 2026. 138 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Rothschild Investment LLC held 408 shares of Peabody Energy worth $9.43K as of Q2 2026.
  • Rothschild Investment LLC sold 27 Peabody Energy shares in Q2 2026, an estimated $718.
  • Peabody Energy made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1915 holding.
  • Rothschild Investment LLC first reported a position in Peabody Energy in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Peabody Energy position peaked at $14.3K in Q1 2026.
  • 138 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.