Synergy Investment Management, LLC
Position in BKR — Baker Hughes Co
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in BKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,606
-$644 QoQ
Shares Held
83
-3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,048
of 1,135 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in BKR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Synergy Investment Management, LLC holds $75,352 across 4 Oil & Gas Equipment & Services names. BKR ranks #3 (6.1% of the industry book) .
All Filings in BKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,606 | 83 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,250 | 86 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $4,482 | 102 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,184 | 102 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||