Position in BTU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,513,481
-$3,394,915 QoQ
Shares Held
65,462
-56.1% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#108
of 326 holders
Holding Since
Dec 2022
15 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 Jun 30, 2026NewEdge Advisors, LLC holds $4,499,788 across 5 Thermal Coal names. BTU ranks #2 (33.6% of the industry book) .
All Filings in BTU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,513,481 | 65,462 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||