NEI
BTE icon

Northwest & Ethical Investments’s Baytex Energy BTE Stock Holding History

Northwest & Ethical Investments’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
2026
Q2 		$669K Buy
166,864
+85,239
+104% +$394K 0.02% 316
2026
Q1 		$365K Buy
81,625
+5,870
+8% +$21.7K 0.01% 427
2025
Q4 		$245K Buy
75,755
+21,020
+38% +$58.6K 0.01% 465
2025
Q3 		$128K Sell
54,735
-7,600
-12% -$16.3K ﹤0.01% 476
2025
Q2 		$112K Sell
62,335
-340
-0.5% -$595 ﹤0.01% 468
2025
Q1 		$139K Buy
62,675
+21,851
+54% +$52K ﹤0.01% 447
2024
Q4 		$105K Sell
40,824
-2,879
-7% -$8.18K ﹤0.01% 440
2024
Q3 		$131K Buy
43,703
+64
+0.1% +$218 ﹤0.01% 444
2024
Q2 		$151K Hold
43,639
– – ﹤0.01% 423
2024
Q1 		$158K Sell
43,639
-33,666
-44% -$109K ﹤0.01% 412
2023
Q4 		$256K Buy
77,305
+396
+0.5% +$1.53K 0.01% 346
2023
Q3 		$339K Buy
76,909
+16,799
+28% +$65.9K 0.01% 339
2023
Q2 		$196K Buy
60,110
+734
+1% +$2.57K 0.01% 365
2023
Q1 		$223K Buy
+59,376
New +$220K 0.01% 381
2021
Q1 		– Sell
-19,244
Closed -$10.4K – 414
2020
Q4 		$10.4K Buy
19,244
+3,303
+21% +$1.32K ﹤0.01% 404
2020
Q3 		$5.51K Hold
15,941
– – ﹤0.01% 395
2020
Q2 		$7.98K Buy
+15,941
New +$5.72K ﹤0.01% 386
2015
Q4 		– Sell
-49,700
Closed -$158K – 206
2015
Q3 		$158K Sell
49,700
-140,200
-74% -$1.07M 0.01% 197
2015
Q2 		$2.96M Sell
189,900
-13,600
-7% -$239K 0.2% 133
2015
Q1 		$3.21M Buy
203,500
+125,020
+159% +$1.99M 0.22% 115
2014
Q4 		$1.31M Buy
78,480
+7,530
+11% +$192K 0.09% 173
2014
Q3 		$2.68M Buy
70,950
+24,920
+54% +$1.06M 0.18% 131
2014
Q2 		$2.12M Buy
46,030
+27,170
+144% +$1.15M 0.13% 161
2014
Q1 		$777K Buy
18,860
+2,140
+13% +$80.8K 0.05% 192
2013
Q4 		$655K Sell
16,720
-590
-3% -$23.7K 0.04% 196
2013
Q3 		$715K Sell
17,310
-810
-4% -$32.6K 0.05% 196
2013
Q2 		$653K Buy
+18,120
New +$696K 0.05% 197

Other funds holding BTE

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
JCA
Juniper Capital Advisors Houston, Texas $218M AUM 120.09% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $1.31B AUM 46.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $528M AUM 69.69% 1-Year Est. Return

Northwest & Ethical Investments's BTE Position: Q2 2026 in Review

Northwest & Ethical Investments increased its Baytex Energy (BTE) stake by 104% in Q2 2026, buying an estimated $394K and bringing the position to 166,864 shares worth $669K. The position accounts for 0.02% of the portfolio, ranked #316.

Northwest & Ethical Investments first reported a position in BTE in Q2 2013 and has held it in 27 quarters since. The position peaked at $3.21M in Q1 2015. 186 funds tracked by Wall St. Rank hold BTE as of Q2 2026.

  • Northwest & Ethical Investments held 166,864 shares of Baytex Energy worth $669K as of Q2 2026.
  • Northwest & Ethical Investments bought 85,239 Baytex Energy shares in Q2 2026, an estimated $394K.
  • Baytex Energy made up 0.02% of Northwest & Ethical Investments's portfolio in Q2 2026, its #316 holding.
  • Northwest & Ethical Investments first reported a position in Baytex Energy in Q2 2013 and has held it in 27 quarters since.
  • Northwest & Ethical Investments's Baytex Energy position peaked at $3.21M in Q1 2015.
  • 186 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.