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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

IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MIM
Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PFA
Petra Financial Advisors Colorado Srpings, Colorado $216M AUM 40.32% 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. 18 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.
  • 18 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.