Position in BKR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$556,046
+$20,344 QoQ
Shares Held
10,019
+14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#683
of 1,136 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026AE Wealth Management LLC holds $16,299,636 across 7 Oil & Gas Equipment & Services names. BKR ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTI |
TechnipFMC plc
|
141,920 | $9,409,283 | |
| 2 | SLB |
Slb Limited/Nv
|
89,264 | $4,149,858 | |
| 3 | HAL |
Halliburton Co
|
40,318 | $1,368,778 | |
| 4 | BKR |
Baker Hughes Co
This page
|
10,019 | $556,046 | |
| 5 | OII |
Oceaneering International Inc
|
11,105 | $449,960 | |
| 6 | HLX |
Helix Energy Solutions Group Inc
|
32,745 | $286,177 | |
| 7 | RES |
Rpc Inc
|
13,644 | $79,534 |
All Filings in BKR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,046 | 10,019 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $535,702 | 8,775 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $409,216 | 8,986 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $339,524 | 6,969 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $251,238 | 6,553 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $352,342 | 8,017 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $292,633 | 7,134 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $207,570 | 5,902 | Shares | Other | 2024-08-12 | |
| 2023-12-31 | $1,519,984 | 44,470 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,442,892 | 40,852 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $940,081 | 29,740 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,068,714 | 37,031 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $904,622 | 30,634 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||