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United Capital Management of KS’s Baytex Energy BTE Stock Holding History

United Capital Management of KS’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 		– Sell
-100,000
Closed -$447K – 100
2026
Q1 		$447K Hold
100,000
– – 0.07% 86
2025
Q4 		$323K Buy
100,000
+10,000
+11% +$27.9K 0.05% 97
2025
Q3 		$211K Buy
+90,000
New +$193K 0.03% 111

Other funds holding BTE

NP
Ninepoint Partners Toronto, Ontario, Canada $1.31B AUM 46.75% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

United Capital Management of KS's BTE Position: Q2 2026 in Review

United Capital Management of KS sold out of Baytex Energy (BTE) in Q2 2026, closing a stake of 100,000 shares — an estimated $447K sold.

United Capital Management of KS first reported a position in BTE in Q3 2025 and held it in 3 quarters. The position peaked at $447K in Q1 2026. 71 funds tracked by Wall St. Rank hold BTE as of Q2 2026.

  • United Capital Management of KS reported no remaining Baytex Energy position as of Q2 2026 after selling out during the quarter.
  • United Capital Management of KS sold 100,000 Baytex Energy shares in Q2 2026, an estimated $447K.
  • United Capital Management of KS first reported a position in Baytex Energy in Q3 2025 and held it in 3 quarters.
  • United Capital Management of KS's Baytex Energy position peaked at $447K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.