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Bell Investment Advisors’s Baytex Energy BTE Stock Holding History

Bell Investment Advisors’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 		$916 Hold
229
– – ﹤0.01% 1550
2026
Q1 		$1.02K Hold
229
– – ﹤0.01% 1538
2025
Q4 		$740 Hold
229
– – ﹤0.01% 1622
2025
Q3 		$536 Buy
+229
New +$491 ﹤0.01% 1739

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

Bell Investment Advisors's BTE Position: Q2 2026 in Review

Bell Investment Advisors held its Baytex Energy (BTE) position steady in Q2 2026 at 229 shares worth $916. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Bell Investment Advisors first reported a position in BTE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.02K in Q1 2026. 186 funds tracked by Wall St. Rank hold BTE as of Q2 2026.

  • Bell Investment Advisors held 229 shares of Baytex Energy worth $916 as of Q2 2026.
  • Bell Investment Advisors left its Baytex Energy share count unchanged in Q2 2026.
  • Baytex Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1550 holding.
  • Bell Investment Advisors first reported a position in Baytex Energy in Q3 2025 and has held it in 4 quarters since.
  • Bell Investment Advisors's Baytex Energy position peaked at $1.02K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.