U.S. Global Investors (USGI)’s Peabody Energy BTU Stock Holding History

U.S. Global Investors (USGI)’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	-8,600	Closed	-$283K	–	131
2026 Q1	$283K	Buy	+8,600	New	+$300K	0.03%	121
2024 Q2	–	Sell	-15,000	Closed	-$364K	–	130
2024 Q1	$364K	Hold	15,000	–	–	0.03%	87
2023 Q4	$365K	Buy	+15,000	New	+$362K	0.02%	85
2019 Q1	–	Sell	-23,000	Closed	-$701K	–	172
2018 Q4	$701K	Sell	23,000 -5,500	-19%	-$184K	0.41%	76
2018 Q3	$1.02M	Sell	28,500 -5,400	-16%	-$232K	0.49%	62
2018 Q2	$1.54M	Buy	+33,900	New	+$1.39M	0.7%	35

Other funds holding BTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

U.S. Global Investors (USGI)'s BTU Position: Q2 2026 in Review

U.S. Global Investors (USGI) sold out of Peabody Energy (BTU) in Q2 2026, closing a stake of 8,600 shares — an estimated $283K sold.

U.S. Global Investors (USGI) first reported a position in BTU in Q2 2018 and held it in 6 quarters. The position peaked at $1.54M in Q2 2018. 328 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

U.S. Global Investors (USGI) reported no remaining Peabody Energy position as of Q2 2026 after selling out during the quarter.
U.S. Global Investors (USGI) sold 8,600 Peabody Energy shares in Q2 2026, an estimated $283K.
U.S. Global Investors (USGI) first reported a position in Peabody Energy in Q2 2018 and held it in 6 quarters.
U.S. Global Investors (USGI)'s Peabody Energy position peaked at $1.54M in Q2 2018.
328 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on U.S. Global Investors (USGI)'s 13F filing for Q2 2026, filed 27 Jul 2026.