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Summit Securities Group’s Baytex Energy BTE Stock Holding History

Summit Securities Group’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 		$175K Buy
+43,793
New +$202K 0.02% 294
2026
Q1 		– Sell
-4,174
Closed -$13.5K – 1072
2025
Q4 		$13.5K Buy
+4,174
New +$11.6K ﹤0.01% 860
2014
Q3 		– Sell
-200
Closed -$9K – 709
2014
Q2 		$9K Buy
+200
New +$8.49K ﹤0.01% 411

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

Summit Securities Group's BTE Position: Q2 2026 in Review

Summit Securities Group opened a new position in Baytex Energy (BTE) in Q2 2026: 43,793 shares worth $175K. The stake represents 0.02% of the portfolio and ranks #294 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in BTE as recently as Q4 2025.

Summit Securities Group first reported a position in BTE in Q2 2014 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold BTE as of Q2 2026.

  • Summit Securities Group held 43,793 shares of Baytex Energy worth $175K as of Q2 2026.
  • Baytex Energy was a new Summit Securities Group position in Q2 2026.
  • Baytex Energy made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #294 holding.
  • Summit Securities Group first reported a position in Baytex Energy in Q2 2014 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.