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Equitable Holdings’s Baytex Energy BTE Stock Holding History

Equitable Holdings’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
2025
Q1 		– Sell
-37,408
Closed -$96.5K – 1346
2024
Q4 		$96.5K Buy
37,408
+5,950
+19% +$16.9K ﹤0.01% 1234
2024
Q3 		$93.4K Sell
31,458
-1,751
-5% -$5.96K ﹤0.01% 1231
2024
Q2 		$116K Sell
33,209
-3,400
-9% -$12.2K ﹤0.01% 1171
2024
Q1 		$133K Buy
36,609
+2,100
+6% +$6.81K ﹤0.01% 1119
2023
Q4 		$115K Buy
34,509
+7,500
+28% +$29.1K ﹤0.01% 1092
2023
Q3 		$119K Buy
27,009
+16,463
+156% +$64.6K ﹤0.01% 1035
2023
Q2 		$34.4K Buy
+10,546
New +$36.9K ﹤0.01% 1032

Other funds holding BTE

JCA
Juniper Capital Advisors Houston, Texas $218M AUM 120.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Equitable Holdings's BTE Position: Q1 2025 in Review

Equitable Holdings sold out of Baytex Energy (BTE) in Q1 2025, closing a stake of 37,408 shares — an estimated $96.5K sold.

Equitable Holdings first reported a position in BTE in Q2 2023 and held it in 7 quarters. The position peaked at $133K in Q1 2024. 153 funds tracked by Wall St. Rank hold BTE as of Q1 2025.

  • Equitable Holdings reported no remaining Baytex Energy position as of Q1 2025 after selling out during the quarter.
  • Equitable Holdings sold 37,408 Baytex Energy shares in Q1 2025, an estimated $96.5K.
  • Equitable Holdings first reported a position in Baytex Energy in Q2 2023 and held it in 7 quarters.
  • Equitable Holdings's Baytex Energy position peaked at $133K in Q1 2024.
  • 153 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2025.

Based on Equitable Holdings's 13F filing for Q1 2025, filed 13 May 2025.