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

ELI

Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

KCPG

Kavar Capital Partners Group Leawood, Kansas $812M AUM 29.76% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

CCM

Context Capital Management Lajolla, California $5.15B AUM 1.28% 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. 64 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.
64 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.