EPIM
BTE icon

Evelyn Partners Investment Management’s Baytex Energy BTE Stock Holding History

Evelyn Partners Investment 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
2025
Q2 		– Sell
-194
Closed -$430 – 420
2025
Q1 		$430 Hold
194
– – ﹤0.01% 411
2024
Q4 		$499 Buy
+194
New +$551 ﹤0.01% 406

Other funds holding BTE

JCA
Juniper Capital Advisors Houston, Texas $332M AUM 102.57% 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 $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evelyn Partners Investment Management's BTE Position: Q2 2025 in Review

Evelyn Partners Investment Management sold out of Baytex Energy (BTE) in Q2 2025, closing a stake of 194 shares — an estimated $430 sold.

Evelyn Partners Investment Management first reported a position in BTE in Q4 2024 and held it in 2 quarters. The position peaked at $499 in Q4 2024. 143 funds tracked by Wall St. Rank hold BTE as of Q2 2025.

  • Evelyn Partners Investment Management reported no remaining Baytex Energy position as of Q2 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 194 Baytex Energy shares in Q2 2025, an estimated $430.
  • Evelyn Partners Investment Management first reported a position in Baytex Energy in Q4 2024 and held it in 2 quarters.
  • Evelyn Partners Investment Management's Baytex Energy position peaked at $499 in Q4 2024.
  • 143 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.