SPIA
BTU icon

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
Q2 		$217K Buy
9,370
+6,160
+192% +$164K ﹤0.01% 2185
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

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 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

Steward Partners Investment Advisory's BTU Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Peabody Energy (BTU) stake by 192% in Q2 2026, buying an estimated $164K and bringing the position to 9,370 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

Steward Partners Investment Advisory first reported a position in BTU in Q2 2018 and has held it in 21 quarters since. 325 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Steward Partners Investment Advisory held 9,370 shares of Peabody Energy worth $217K as of Q2 2026.
  • Steward Partners Investment Advisory bought 6,160 Peabody Energy shares in Q2 2026, an estimated $164K.
  • Peabody Energy made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2185 holding.
  • Steward Partners Investment Advisory first reported a position in Peabody Energy in Q2 2018 and has held it in 21 quarters since.
  • 325 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.