NewEdge Wealth’s Baytex Energy BTE Stock Holding History

NewEdge Wealth’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	-35,738	Closed	-$79.7K	–	971
2025 Q1	$79.7K	Buy	+35,738	New	+$85.1K	﹤0.01%	918

Other funds holding BTE

JCA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

NewEdge Wealth's BTE Position: Q2 2025 in Review

NewEdge Wealth sold out of Baytex Energy (BTE) in Q2 2025, closing a stake of 35,738 shares — an estimated $79.7K sold.

NewEdge Wealth first reported a position in BTE in Q1 2025 and held it in 1 quarter. The position peaked at $79.7K in Q1 2025. 143 funds tracked by Wall St. Rank hold BTE as of Q2 2025.

NewEdge Wealth reported no remaining Baytex Energy position as of Q2 2025 after selling out during the quarter.
NewEdge Wealth sold 35,738 Baytex Energy shares in Q2 2025, an estimated $79.7K.
NewEdge Wealth first reported a position in Baytex Energy in Q1 2025 and held it in 1 quarter.
NewEdge Wealth's Baytex Energy position peaked at $79.7K in Q1 2025.
143 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2025.

Based on NewEdge Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.