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Sound Income Strategies’s Baytex Energy BTE Stock Holding History

Sound Income Strategies’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
-772
Closed -$1.38K – 1723
2025
Q2 		$1.38K Buy
772
+5
+0.7% +$9 ﹤0.01% 1319
2025
Q1 		$1.71K Buy
+767
New +$1.83K ﹤0.01% 1265

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sound Income Strategies's BTE Position: Q3 2025 in Review

Sound Income Strategies sold out of Baytex Energy (BTE) in Q3 2025, closing a stake of 772 shares — an estimated $1.38K sold.

Sound Income Strategies first reported a position in BTE in Q1 2025 and held it in 2 quarters. The position peaked at $1.71K in Q1 2025. 136 funds tracked by Wall St. Rank hold BTE as of Q3 2025.

  • Sound Income Strategies reported no remaining Baytex Energy position as of Q3 2025 after selling out during the quarter.
  • Sound Income Strategies sold 772 Baytex Energy shares in Q3 2025, an estimated $1.38K.
  • Sound Income Strategies first reported a position in Baytex Energy in Q1 2025 and held it in 2 quarters.
  • Sound Income Strategies's Baytex Energy position peaked at $1.71K in Q1 2025.
  • 136 funds tracked by Wall St. Rank held Baytex Energy as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.