Creative Planning’s Baytex Energy BTE Stock Holding History

Creative Planning’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	$224K	Buy	50,002 +1,000	+2%	+$3.69K	﹤0.01%	3652
2025 Q4	$158K	Buy	49,002 +3,330	+7%	+$9.28K	﹤0.01%	3623
2025 Q3	$107K	Buy	45,672 +1,424	+3%	+$3.05K	﹤0.01%	3661
2025 Q2	$79.2K	Sell	44,248 -179	-0.4%	-$313	﹤0.01%	3459
2025 Q1	$99.1K	Sell	44,427 -2,999	-6%	-$7.14K	﹤0.01%	3256
2024 Q4	$122K	Sell	47,426 -4,299	-8%	-$12.2K	﹤0.01%	3117
2024 Q3	$154K	Buy	51,725 +33,153	+179%	+$113K	﹤0.01%	2925
2024 Q2	$64.4K	Sell	18,572 -1,614	-8%	-$5.78K	﹤0.01%	2903
2024 Q1	$73.3K	Buy	20,186 +1,292	+7%	+$4.19K	﹤0.01%	2751
2023 Q4	$62.7K	Sell	18,894 -155	-0.8%	-$600	﹤0.01%	2625
2023 Q3	$84K	Sell	19,049 -10,416	-35%	-$40.9K	﹤0.01%	2415
2023 Q2	$96.1K	Buy	+29,465	New	+$103K	﹤0.01%	2353
2020 Q4	–	Sell	-114,502	Closed	-$40K	–	2356
2020 Q3	$40K	Buy	114,502 +62,321	+119%	+$30.2K	﹤0.01%	1922
2020 Q2	$26K	Sell	52,181 -52,841	-50%	-$19K	﹤0.01%	1811
2020 Q1	$25K	Buy	105,022 +3,200	+3%	+$2.96K	﹤0.01%	1706
2019 Q4	$148K	Buy	+101,822	New	+$126K	﹤0.01%	1702
2017 Q3	–	Sell	-4,427	Closed	-$11K	–	2127
2017 Q2	$11K	Buy	4,427 +10	+0.2%	+$30	﹤0.01%	3556
2017 Q1	$15K	Sell	4,417 -2,600	-37%	-$10.1K	﹤0.01%	3319
2016 Q4	$34K	Buy	7,017 +1,600	+30%	+$6.94K	﹤0.01%	2691
2016 Q3	$23K	Hold	5,417	–	–	﹤0.01%	2957
2016 Q2	$31K	Buy	5,417 +250	+5%	+$1.25K	﹤0.01%	2461
2016 Q1	$21K	Buy	5,167 +1,936	+60%	+$5.07K	﹤0.01%	2714
2015 Q4	$10K	Buy	3,231 +1,560	+93%	+$6.09K	﹤0.01%	3284
2015 Q3	$5K	Buy	+1,671	New	+$12.8K	﹤0.01%	3583
2015 Q2	–	Sell	-1,071	Closed	-$17K	–	1349
2015 Q1	$17K	Sell	1,071 -1,684	-61%	-$26.8K	﹤0.01%	2837
2014 Q4	$46K	Sell	2,755 -120	-4%	-$3.06K	﹤0.01%	2062
2014 Q3	$109K	Buy	2,875 +854	+42%	+$36.3K	﹤0.01%	1414
2014 Q2	$93K	Buy	2,021 +181	+10%	+$7.68K	﹤0.01%	1479
2014 Q1	$76K	Buy	1,840 +4	+0.2%	+$151	﹤0.01%	1551
2013 Q4	$72K	Sell	1,836 -351	-16%	-$14.1K	﹤0.01%	1375
2013 Q3	$90K	Buy	2,187 +2,112	+2,816%	+$85.1K	﹤0.01%	1176
2013 Q2	$3K	Buy	+75	New	+$2.88K	﹤0.01%	2697

Other funds holding BTE

JCA

Juniper Capital Advisors Houston, Texas $332M AUM 102.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WCCM

Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return

Creative Planning's BTE Position: Q1 2026 in Review

Creative Planning increased its Baytex Energy (BTE) stake by 2% in Q1 2026, buying an estimated $3.69K and bringing the position to 50,002 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #3652.

Creative Planning first reported a position in BTE in Q2 2013 and has held it in 32 quarters since. 177 funds tracked by Wall St. Rank hold BTE as of Q1 2026.

Creative Planning held 50,002 shares of Baytex Energy worth $224K as of Q1 2026.
Creative Planning bought 1,000 Baytex Energy shares in Q1 2026, an estimated $3.69K.
Baytex Energy made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3652 holding.
Creative Planning first reported a position in Baytex Energy in Q2 2013 and has held it in 32 quarters since.
177 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.