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Sound Income Strategies’s Peabody Energy BTU Stock Holding History

Sound Income Strategies’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
-232
Closed -$7.63K – 744
2026
Q1 		$7.63K Hold
232
– – ﹤0.01% 1644
2025
Q4 		$8.42K Buy
+232
New +$6.82K ﹤0.01% 1572
2024
Q3 		– Sell
-1,795
Closed -$39.7K – 1420
2024
Q2 		$39.7K Buy
+1,795
New +$41.4K ﹤0.01% 480

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
AFA
Alta Fundamental Advisers New York $333M AUM 102.25% 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

Sound Income Strategies's BTU Position: Q2 2026 in Review

Sound Income Strategies sold out of Peabody Energy (BTU) in Q2 2026, closing a stake of 232 shares — an estimated $7.63K sold.

Sound Income Strategies first reported a position in BTU in Q2 2024 and held it in 3 quarters. The position peaked at $39.7K in Q2 2024. 195 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Sound Income Strategies reported no remaining Peabody Energy position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 232 Peabody Energy shares in Q2 2026, an estimated $7.63K.
  • Sound Income Strategies first reported a position in Peabody Energy in Q2 2024 and held it in 3 quarters.
  • Sound Income Strategies's Peabody Energy position peaked at $39.7K in Q2 2024.
  • 195 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.