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SPIA
Steward Partners Investment Advisory’s
Peabody Energy
BTU
Stock Holding History
Steward Partners Investment Advisory’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
$106K
Buy
3,210
+3,137
+4,297%
+$110K
﹤0.01%
2346
2025
Q4
$2.17K
Sell
73
-441
-86%
-$13K
﹤0.01%
3940
2025
Q3
$13.6K
Sell
514
-100
-16%
-$1.78K
﹤0.01%
3265
2025
Q2
$8.24K
Sell
614
-1,004
-62%
-$13.3K
﹤0.01%
3297
2025
Q1
$21.9K
Sell
1,618
-2,333
-59%
-$37.5K
﹤0.01%
2767
2024
Q4
$82.7K
Buy
3,951
+2,333
+144%
+$57.6K
﹤0.01%
2075
2024
Q3
$42.9K
Hold
1,618
–
–
﹤0.01%
2306
2024
Q2
$35.8K
Buy
1,618
+1,558
+2,597%
+$36K
﹤0.01%
2265
2024
Q1
$1.46K
Hold
60
–
–
﹤0.01%
3339
2023
Q4
$1.46K
Hold
60
–
–
﹤0.01%
3256
2023
Q3
$1.56K
Sell
60
-20
-25%
-$447
﹤0.01%
3124
2023
Q2
$1.73K
Hold
80
–
–
﹤0.01%
3056
2023
Q1
$2.05K
Hold
80
–
–
﹤0.01%
3018
2022
Q4
$2.11K
Sell
80
-200
-71%
-$5.5K
﹤0.01%
3007
2022
Q3
$7K
Sell
280
-200
-42%
-$4.49K
﹤0.01%
2637
2022
Q2
$10K
Buy
+480
New
+$11.8K
﹤0.01%
2512
2019
Q4
–
Sell
-70
Closed
-$1K
–
2593
2019
Q3
$1K
Sell
70
-60
-46%
-$1.17K
﹤0.01%
2499
2019
Q2
$3K
Buy
+130
New
+$3.42K
﹤0.01%
2335
2018
Q4
–
Sell
-130
Closed
-$5K
–
940
2018
Q3
$5K
Hold
130
–
–
﹤0.01%
2105
2018
Q2
$6K
Buy
+130
New
+$5.33K
﹤0.01%
1917
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$1.61T AUM
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1-Year Est. Return
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$16.6B AUM
30.2%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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