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
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return