UBS AM
BTE icon

UBS AM’s Baytex Energy BTE Stock Holding History

UBS AM’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 		$291K Hold
72,765
– – ﹤0.01% 2654
2026
Q1 		$325K Hold
72,765
– – ﹤0.01% 2640
2025
Q4 		$235K Buy
+72,765
New +$203K ﹤0.01% 2446
2025
Q3 		– Sell
-461,486
Closed -$826K – 2334
2025
Q2 		$826K Sell
461,486
-238,591
-34% -$417K ﹤0.01% 2426
2025
Q1 		$1.56M Buy
700,077
+200,397
+40% +$477K ﹤0.01% 2105
2024
Q4 		$1.29M Sell
499,680
-255,492
-34% -$725K ﹤0.01% 2255
2024
Q3 		$2.24M Sell
755,172
-127,893
-14% -$435K ﹤0.01% 1980
2024
Q2 		$3.07M Buy
883,065
+810,300
+1,114% +$2.9M ﹤0.01% 1764
2024
Q1 		$264K Hold
72,765
– – ﹤0.01% 2420
2023
Q4 		$242K Hold
72,765
– – ﹤0.01% 2465
2023
Q3 		$321K Buy
+72,765
New +$286K ﹤0.01% 2415
2020
Q2 		– Sell
-47,286
Closed -$11K – 2473
2020
Q1 		$11K Sell
47,286
-220,000
-82% -$203K ﹤0.01% 2458
2019
Q4 		$388K Buy
267,286
+61,802
+30% +$76.4K ﹤0.01% 2315
2019
Q3 		$304K Sell
205,484
-459,238
-69% -$658K ﹤0.01% 2451
2019
Q2 		$1.02M Sell
664,722
-99,507
-13% -$181K ﹤0.01% 1873
2019
Q1 		$1.29M Buy
764,229
+47,911
+7% +$84K ﹤0.01% 1713
2018
Q4 		$1.26M Hold
716,318
– – ﹤0.01% 1648
2018
Q3 		$2.08M Buy
716,318
+381,668
+114% +$1.17M ﹤0.01% 1485
2018
Q2 		$1.11M Sell
334,650
-87,800
-21% -$344K ﹤0.01% 1779
2018
Q1 		$1.16M Buy
422,450
+140,100
+50% +$407K ﹤0.01% 1725
2017
Q4 		$850K Buy
282,350
+12,600
+5% +$37.1K ﹤0.01% 1811
2017
Q3 		$811K Sell
269,750
-182,242
-40% -$477K ﹤0.01% 1797
2017
Q2 		$1.1M Buy
451,992
+27,622
+7% +$82.3K ﹤0.01% 1618
2017
Q1 		$1.44M Buy
424,370
+46,914
+12% +$183K ﹤0.01% 1482
2016
Q4 		$1.85M Buy
377,456
+30,278
+9% +$131K ﹤0.01% 1316
2016
Q3 		$1.47M Buy
347,178
+129,107
+59% +$624K ﹤0.01% 1499
2016
Q2 		$1.26M Buy
218,071
+2,600
+1% +$13K ﹤0.01% 1544
2016
Q1 		$855K Buy
215,471
+24,322
+13% +$63.7K ﹤0.01% 1701
2015
Q4 		$616K Sell
191,149
-290,692
-60% -$1.14M ﹤0.01% 1938
2015
Q3 		$1.53M Buy
481,841
+78,310
+19% +$598K ﹤0.01% 1549
2015
Q2 		$6.28M Buy
403,531
+32,246
+9% +$568K 0.01% 1006
2015
Q1 		$5.87M Buy
371,285
+25,052
+7% +$398K 0.01% 1015
2014
Q4 		$5.78M Sell
346,233
-70,375
-17% -$1.8M 0.01% 1003
2014
Q3 		$15.8M Buy
416,608
+143,425
+53% +$6.1M 0.02% 736
2014
Q2 		$12.6M Buy
273,183
+1,917
+0.7% +$81.4K 0.01% 783
2014
Q1 		$11.2M Buy
271,266
+2,619
+1% +$98.9K 0.01% 813
2013
Q4 		$10.5M Buy
268,647
+2,752
+1% +$111K 0.01% 817
2013
Q3 		$11M Buy
265,895
+8,100
+3% +$326K 0.01% 780
2013
Q2 		$9.26M Buy
+257,795
New +$9.91M 0.01% 791

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

UBS AM's BTE Position: Q2 2026 in Review

UBS AM held its Baytex Energy (BTE) position steady in Q2 2026 at 72,765 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #2654.

UBS AM first reported a position in BTE in Q2 2013 and has held it in 39 quarters since. The position peaked at $15.8M in Q3 2014. 186 funds tracked by Wall St. Rank hold BTE as of Q2 2026.

  • UBS AM held 72,765 shares of Baytex Energy worth $291K as of Q2 2026.
  • UBS AM left its Baytex Energy share count unchanged in Q2 2026.
  • Baytex Energy made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2654 holding.
  • UBS AM first reported a position in Baytex Energy in Q2 2013 and has held it in 39 quarters since.
  • UBS AM's Baytex Energy position peaked at $15.8M in Q3 2014.
  • 186 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.