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AE Wealth Management’s Baker Hughes BKR Stock Holding History

AE Wealth Management’s Portfolio BKR Stock Details BKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$536K Sell
8,775
-211
-2% -$12.2K ﹤0.01% 1081
2025
Q4 		$409K Buy
8,986
+2,017
+29% +$95.6K ﹤0.01% 1151
2025
Q3 		$340K Buy
6,969
+416
+6% +$18.4K ﹤0.01% 1131
2025
Q2 		$251K Sell
6,553
-1,464
-18% -$55.2K ﹤0.01% 1199
2025
Q1 		$352K Buy
8,017
+883
+12% +$39.4K ﹤0.01% 1029
2024
Q4 		$293K Buy
+7,134
New +$288K ﹤0.01% 1115
2024
Q3 		– Sell
-5,902
Closed -$208K – 1242
2024
Q2 		$208K Buy
+5,902
New +$194K ﹤0.01% 1155
2024
Q1 		– Sell
-44,470
Closed -$1.36M – 1233
2023
Q4 		$1.36M Buy
44,470
+3,618
+9% +$123K 0.01% 1049
2023
Q3 		$1.44M Buy
40,852
+11,112
+37% +$393K 0.01% 956
2023
Q2 		$940K Sell
29,740
-7,291
-20% -$213K 0.01% 1112
2023
Q1 		$1.07M Buy
37,031
+6,397
+21% +$193K 0.01% 1017
2022
Q4 		$905K Buy
+30,634
New +$845K 0.01% 1029

Other funds holding BKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AE Wealth Management's BKR Position: Q1 2026 in Review

AE Wealth Management reduced its Baker Hughes (BKR) stake by 2.3% in Q1 2026, selling an estimated $12.2K and leaving 8,775 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

AE Wealth Management first reported a position in BKR in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.44M in Q3 2023. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

  • AE Wealth Management held 8,775 shares of Baker Hughes worth $536K as of Q1 2026.
  • AE Wealth Management sold 211 Baker Hughes shares in Q1 2026, an estimated $12.2K.
  • Baker Hughes made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1081 holding.
  • AE Wealth Management first reported a position in Baker Hughes in Q4 2022 and has held it in 12 quarters since.
  • AE Wealth Management's Baker Hughes position peaked at $1.44M in Q3 2023.
  • 1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.