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NFP Retirement Inc’s Baytex Energy BTE Stock Holding History

NFP Retirement Inc’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
Q3 		– Sell
-60,000
Closed -$107K – 302
2025
Q2 		$107K Sell
60,000
-119,545
-67% -$209K 0.01% 293
2025
Q1 		$400K Sell
179,545
-56,205
-24% -$134K 0.03% 201
2024
Q4 		$608K Hold
235,750
– – 0.05% 166
2024
Q3 		$700K Buy
235,750
+2,750
+1% +$9.36K 0.06% 151
2024
Q2 		$808K Sell
233,000
-22,000
-9% -$78.7K 0.07% 137
2024
Q1 		$926K Buy
255,000
+20,000
+9% +$64.8K 0.08% 124
2023
Q4 		$780K Buy
235,000
+40,500
+21% +$157K 0.13% 109
2023
Q3 		$858K Buy
194,500
+5,755
+3% +$22.6K 0.16% 104
2023
Q2 		$615K Buy
188,745
+3,745
+2% +$13.1K 0.11% 134
2023
Q1 		$694K Buy
+185,000
New +$685K 0.14% 124
2020
Q4 		– Sell
-95,000
Closed -$33.5K – 116
2020
Q3 		$33.5K Buy
95,000
+66,100
+229% +$32K 0.02% 110
2020
Q2 		$14.6K Buy
28,900
+18,900
+189% +$6.78K 0.01% 101
2020
Q1 		$2.33K Buy
+10,000
New +$9.24K ﹤0.01% 83

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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $528M AUM 69.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

NFP Retirement Inc's BTE Position: Q3 2025 in Review

NFP Retirement Inc sold out of Baytex Energy (BTE) in Q3 2025, closing a stake of 60,000 shares — an estimated $107K sold.

NFP Retirement Inc first reported a position in BTE in Q1 2020 and held it in 13 quarters. The position peaked at $926K in Q1 2024. 136 funds tracked by Wall St. Rank hold BTE as of Q3 2025.

  • NFP Retirement Inc reported no remaining Baytex Energy position as of Q3 2025 after selling out during the quarter.
  • NFP Retirement Inc sold 60,000 Baytex Energy shares in Q3 2025, an estimated $107K.
  • NFP Retirement Inc first reported a position in Baytex Energy in Q1 2020 and held it in 13 quarters.
  • NFP Retirement Inc's Baytex Energy position peaked at $926K in Q1 2024.
  • 136 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2025.

Based on NFP Retirement Inc's 13F filing for Q3 2025, filed 14 Nov 2025.