Position in BTU
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$4,908,396
+$3,741,573 QoQ
Shares Held
148,965
+279.2% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BTU Over Time
Shares Held
Position Value (USD)
Position in Thermal Coal
Energy · as of Mar 31, 2026NewEdge Advisors, LLC holds $8,484,542 across 5 Thermal Coal names. BTU ranks #1 (57.9% of the industry book) .
All Filings in BTU
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,908,396 | 148,965 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,166,823 | 39,287 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,065,149 | 40,164 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $522,521 | 38,936 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $452,014 | 33,359 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $480,740 | 22,958 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $559,569 | 21,084 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $507,012 | 22,921 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,474,668 | 60,786 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $652,286 | 26,821 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $347,512 | 13,371 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $267,934 | 12,370 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $306,432 | 11,970 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,627 | 970 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||