Valley National Advisers’s Peabody Energy BTU Stock Holding History

Valley National Advisers’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	$2.42K	Buy	105 +1	+1%	+$27	﹤0.01%	783
2026 Q1	$3K	Hold	104	–	–	﹤0.01%	727
2025 Q4	$3K	Buy	+104	New	+$3.06K	﹤0.01%	728
2025 Q3	–	Sell	-103	Closed	-$1K	–	851
2025 Q2	$1K	Hold	103	–	–	﹤0.01%	754
2025 Q1	$1K	Buy	103 +1	+1%	+$16	﹤0.01%	746
2024 Q4	$2K	Hold	102	–	–	﹤0.01%	675
2024 Q3	$2K	Hold	102	–	–	﹤0.01%	649
2024 Q2	$2K	Buy	102 +1	+1%	+$23	﹤0.01%	883
2024 Q1	$2K	Hold	101	–	–	﹤0.01%	937
2023 Q4	$2K	Hold	101	–	–	﹤0.01%	918
2023 Q3	$3K	Buy	101 +1	+1%	+$22	﹤0.01%	753
2023 Q2	$3K	Hold	100	–	–	﹤0.01%	731
2023 Q1	$2K	Hold	100	–	–	﹤0.01%	753
2022 Q4	$2K	Hold	100	–	–	﹤0.01%	733
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	727
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	750
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	781
2021 Q4	$1K	Buy	+100	New	+$1.21K	﹤0.01%	831

Other funds holding BTU

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Valley National Advisers's BTU Position: Q2 2026 in Review

Valley National Advisers increased its Peabody Energy (BTU) stake by 0.96% in Q2 2026, buying an estimated $27 and bringing the position to 105 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Valley National Advisers first reported a position in BTU in Q4 2021 and has held it in 18 quarters since. The position peaked at $3K in Q1 2026. 326 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

Valley National Advisers held 105 shares of Peabody Energy worth $2.42K as of Q2 2026.
Valley National Advisers bought 1 Peabody Energy share in Q2 2026, an estimated $27.
Peabody Energy made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #783 holding.
Valley National Advisers first reported a position in Peabody Energy in Q4 2021 and has held it in 18 quarters since.
Valley National Advisers's Peabody Energy position peaked at $3K in Q1 2026.
326 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.