Wellington Management Group
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Wellington Management Group’s Baytex Energy BTE Stock Holding History

Wellington Management 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 		$1.01M Buy
253,019
+59,954
+31% +$277K ﹤0.01% 1746
2026
Q1 		$860K Buy
+193,065
New +$712K ﹤0.01% 1704
2023
Q2 		– Sell
-70,279
Closed -$263K – 1828
2023
Q1 		$263K Buy
+70,279
New +$260K ﹤0.01% 1941
2019
Q1 		– Sell
-1,565,805
Closed -$2.76M – 2040
2018
Q4 		$2.76M Sell
1,565,805
-14,522,789
-90% -$29.7M ﹤0.01% 1547
2018
Q3 		$46.7M Buy
+16,088,594
New +$49.4M 0.01% 824
2018
Q1 		– Sell
-19,204
Closed -$58K – 2204
2017
Q4 		$58K Sell
19,204
-3,605
-16% -$10.6K ﹤0.01% 2195
2017
Q3 		$68K Buy
22,809
+735
+3% +$1.93K ﹤0.01% 2186
2017
Q2 		$54K Sell
22,074
-4,341
-16% -$12.9K ﹤0.01% 2187
2017
Q1 		$90K Buy
26,415
+7,089
+37% +$27.6K ﹤0.01% 2227
2016
Q4 		$94K Sell
19,326
-3,200
-14% -$13.9K ﹤0.01% 2163
2016
Q3 		$96K Buy
+22,526
New +$109K ﹤0.01% 2169
2016
Q1 		– Sell
-411,799
Closed -$1.33M – 2118
2015
Q4 		$1.33M Buy
411,799
+1,620
+0.4% +$6.33K ﹤0.01% 1751
2015
Q3 		$1.31M Buy
+410,179
New +$3.13M ﹤0.01% 1766
2015
Q1 		– Sell
-10,688
Closed -$177K – 2173
2014
Q4 		$177K Buy
+10,688
New +$273K ﹤0.01% 2138
2014
Q2 		– Sell
-8,917
Closed -$366K – 2154
2014
Q1 		$366K Sell
8,917
-15,572
-64% -$588K ﹤0.01% 2040
2013
Q4 		$959K Sell
24,489
-28,253
-54% -$1.14M ﹤0.01% 1846
2013
Q3 		$2.18M Buy
+52,742
New +$2.12M ﹤0.01% 1659

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

Wellington Management Group's BTE Position: Q2 2026 in Review

Wellington Management Group increased its Baytex Energy (BTE) stake by 31% in Q2 2026, buying an estimated $277K and bringing the position to 253,019 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

Wellington Management Group first reported a position in BTE in Q3 2013 and has held it in 17 quarters since. The position peaked at $46.7M in Q3 2018. 186 funds tracked by Wall St. Rank hold BTE as of Q2 2026.

  • Wellington Management Group held 253,019 shares of Baytex Energy worth $1.01M as of Q2 2026.
  • Wellington Management Group bought 59,954 Baytex Energy shares in Q2 2026, an estimated $277K.
  • Baytex Energy made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1746 holding.
  • Wellington Management Group first reported a position in Baytex Energy in Q3 2013 and has held it in 17 quarters since.
  • Wellington Management Group's Baytex Energy position peaked at $46.7M in Q3 2018.
  • 186 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.