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Unison Advisors’s Peabody Energy BTU Stock Holding History

Unison Advisors’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 		$574K Buy
24,830
+68
+0.3% +$1.81K 0.04% 158
2026
Q1 		$816K Hold
24,762
– – 0.06% 127
2025
Q4 		$735K Buy
+24,762
New +$728K 0.06% 117

Other funds holding BTU

BlackRock
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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

Unison Advisors's BTU Position: Q2 2026 in Review

Unison Advisors increased its Peabody Energy (BTU) stake by 0.27% in Q2 2026, buying an estimated $1.81K and bringing the position to 24,830 shares worth $574K. The position accounts for 0.04% of the portfolio, ranked #158.

Unison Advisors first reported a position in BTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $816K in Q1 2026. 325 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Unison Advisors held 24,830 shares of Peabody Energy worth $574K as of Q2 2026.
  • Unison Advisors bought 68 Peabody Energy shares in Q2 2026, an estimated $1.81K.
  • Peabody Energy made up 0.04% of Unison Advisors's portfolio in Q2 2026, its #158 holding.
  • Unison Advisors first reported a position in Peabody Energy in Q4 2025 and has held it in 3 quarters since.
  • Unison Advisors's Peabody Energy position peaked at $816K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.