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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
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

JCA
Juniper Capital Advisors Houston, Texas $332M AUM 102.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $578M AUM 79.84% 1-Year Est. Return

Summit Securities Group's BTE Position: Q1 2026 in Review

Summit Securities Group sold out of Baytex Energy (BTE) in Q1 2026, closing a stake of 4,174 shares — an estimated $13.5K sold.

Summit Securities Group first reported a position in BTE in Q2 2014 and held it in 2 quarters. The position peaked at $13.5K in Q4 2025. 177 funds tracked by Wall St. Rank hold BTE as of Q1 2026.

  • Summit Securities Group reported no remaining Baytex Energy position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 4,174 Baytex Energy shares in Q1 2026, an estimated $13.5K.
  • Summit Securities Group first reported a position in Baytex Energy in Q2 2014 and held it in 2 quarters.
  • Summit Securities Group's Baytex Energy position peaked at $13.5K in Q4 2025.
  • 177 funds tracked by Wall St. Rank held Baytex Energy as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.