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Baron Wealth Management’s Baytex Energy BTE Stock Holding History

Baron Wealth Management’s Portfolio BTE Stock Details BTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$384K Sell
96,087
-1,630
-2% -$7.53K 0.1% 154
2026
Q1 		$437K Buy
97,717
+59,232
+154% +$219K 0.13% 126
2025
Q4 		$124K Buy
+38,485
New +$107K 0.04% 247

Other funds holding BTE

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
JCA
Juniper Capital Advisors Houston, Texas $218M AUM 120.09% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $1.31B AUM 46.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $528M AUM 69.69% 1-Year Est. Return

Baron Wealth Management's BTE Position: Q2 2026 in Review

Baron Wealth Management reduced its Baytex Energy (BTE) stake by 1.7% in Q2 2026, selling an estimated $7.53K and leaving 96,087 shares worth $384K. The position accounts for 0.1% of the portfolio, ranked #154.

Baron Wealth Management first reported a position in BTE in Q4 2025 and has held it in 3 quarters since. The position peaked at $437K in Q1 2026. 186 funds tracked by Wall St. Rank hold BTE as of Q2 2026.

  • Baron Wealth Management held 96,087 shares of Baytex Energy worth $384K as of Q2 2026.
  • Baron Wealth Management sold 1,630 Baytex Energy shares in Q2 2026, an estimated $7.53K.
  • Baytex Energy made up 0.1% of Baron Wealth Management's portfolio in Q2 2026, its #154 holding.
  • Baron Wealth Management first reported a position in Baytex Energy in Q4 2025 and has held it in 3 quarters since.
  • Baron Wealth Management's Baytex Energy position peaked at $437K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.