Carson Wealth (CWM LLC)’s Baytex Energy BTE Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$5.45K	Sell	1,220 -362	-23%	-$1.34K	﹤0.01%	4992
2025 Q4	$5K	Sell	1,582 -1,638	-51%	-$4.56K	﹤0.01%	4797
2025 Q3	$8K	Hold	3,220	–	–	﹤0.01%	4550
2025 Q2	$6K	Hold	3,220	–	–	﹤0.01%	4520
2025 Q1	$7K	Hold	3,220	–	–	﹤0.01%	4268
2024 Q4	$8K	Sell	3,220 -36	-1%	-$102	﹤0.01%	3975
2024 Q3	$10K	Buy	3,256 +36	+1%	+$122	﹤0.01%	3768
2024 Q2	$11K	Hold	3,220	–	–	﹤0.01%	3467
2024 Q1	$12K	Sell	3,220 -37	-1%	-$120	﹤0.01%	3214
2023 Q4	$11K	Sell	3,257 -1,517	-32%	-$5.88K	﹤0.01%	3119
2023 Q3	$21K	Sell	4,774 -592	-11%	-$2.32K	﹤0.01%	2641
2023 Q2	$17K	Buy	5,366 +3,329	+163%	+$11.7K	﹤0.01%	2734
2023 Q1	$8K	Buy	+2,037	New	+$7.54K	﹤0.01%	3057

Other funds holding BTE

JCA

Juniper Capital Advisors Houston, Texas $218M AUM 120.09% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCCM

Webs Creek Capital Management Dallas, Texas $528M AUM 69.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BTE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Baytex Energy (BTE) stake by 23% in Q1 2026, selling an estimated $1.34K and leaving 1,220 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #4992.

Carson Wealth (CWM LLC) first reported a position in BTE in Q1 2023 and has held it in 13 quarters since. The position peaked at $21K in Q3 2023. 178 funds tracked by Wall St. Rank hold BTE as of Q1 2026.

Carson Wealth (CWM LLC) held 1,220 shares of Baytex Energy worth $5.45K as of Q1 2026.
Carson Wealth (CWM LLC) sold 362 Baytex Energy shares in Q1 2026, an estimated $1.34K.
Baytex Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4992 holding.
Carson Wealth (CWM LLC) first reported a position in Baytex Energy in Q1 2023 and has held it in 13 quarters since.
Carson Wealth (CWM LLC)'s Baytex Energy position peaked at $21K in Q3 2023.
178 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.