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Legacy Investment Solutions’s Baytex Energy BTE Stock Holding History

Legacy Investment Solutions’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 		$2.15K Buy
+1,202
New +$2.1K ﹤0.01% 505
2024
Q4 		$942 Buy
386
+82
+27% +$233 ﹤0.01% 599
2024
Q3 		$876 Buy
+304
New +$1.03K ﹤0.01% 555

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

Legacy Investment Solutions's BTE Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Baytex Energy (BTE) in Q2 2025: 1,202 shares worth $2.15K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in BTE as recently as Q4 2024.

Legacy Investment Solutions first reported a position in BTE in Q3 2024 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold BTE as of Q2 2025.

  • Legacy Investment Solutions held 1,202 shares of Baytex Energy worth $2.15K as of Q2 2025.
  • Baytex Energy was a new Legacy Investment Solutions position in Q2 2025.
  • Baytex Energy made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #505 holding.
  • Legacy Investment Solutions first reported a position in Baytex Energy in Q3 2024 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.