TF
BTU icon

Trek Financial’s Peabody Energy BTU Stock Holding History

Trek Financial’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 		$8.12M Sell
351,397
-8,634
-2% -$229K 0.4% 70
2026
Q1 		$11.9M Buy
+360,031
New +$12.6M 0.63% 41
2024
Q1 		– Sell
-166,374
Closed -$4.05M – 397
2023
Q4 		$4.05M Buy
+166,374
New +$4.01M 0.35% 62
2022
Q4 		– Sell
-164,339
Closed -$4.08M – 237
2022
Q3 		$4.08M Buy
164,339
+21,274
+15% +$478K 0.43% 56
2022
Q2 		$3.05M Buy
+143,065
New +$3.51M 0.31% 53

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

Trek Financial's BTU Position: Q2 2026 in Review

Trek Financial reduced its Peabody Energy (BTU) stake by 2.4% in Q2 2026, selling an estimated $229K and leaving 351,397 shares worth $8.12M. The position accounts for 0.4% of the portfolio, ranked #70.

Trek Financial first reported a position in BTU in Q2 2022 and has held it in 5 quarters since. The position peaked at $11.9M in Q1 2026. 325 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Trek Financial held 351,397 shares of Peabody Energy worth $8.12M as of Q2 2026.
  • Trek Financial sold 8,634 Peabody Energy shares in Q2 2026, an estimated $229K.
  • Peabody Energy made up 0.4% of Trek Financial's portfolio in Q2 2026, its #70 holding.
  • Trek Financial first reported a position in Peabody Energy in Q2 2022 and has held it in 5 quarters since.
  • Trek Financial's Peabody Energy position peaked at $11.9M in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.