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Summit Securities Group’s Peabody Energy BTU Stock Holding History

Summit Securities Group’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
-100
Closed -$3.29K – 1174
2026
Q1 		$3.29K Buy
+100
New +$3.49K ﹤0.01% 868
2023
Q2 		– Sell
-59
Closed -$2K – 898
2023
Q1 		$2K Buy
+59
New +$1.57K ﹤0.01% 734

Other funds holding BTU

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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

Summit Securities Group's BTU Position: Q2 2026 in Review

Summit Securities Group sold out of Peabody Energy (BTU) in Q2 2026, closing a stake of 100 shares — an estimated $3.29K sold.

Summit Securities Group first reported a position in BTU in Q1 2023 and held it in 2 quarters. The position peaked at $3.29K in Q1 2026. 326 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Summit Securities Group reported no remaining Peabody Energy position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 100 Peabody Energy shares in Q2 2026, an estimated $3.29K.
  • Summit Securities Group first reported a position in Peabody Energy in Q1 2023 and held it in 2 quarters.
  • Summit Securities Group's Peabody Energy position peaked at $3.29K in Q1 2026.
  • 326 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.