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Cape Investment Advisory’s Baker Hughes BKR Stock Holding History

Cape Investment Advisory’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
Q2 		$133K Buy
+2,397
New +$152K 0.04% 293
2026
Q1 		– Sell
-2,815
Closed -$128K – 330
2025
Q4 		$128K Buy
+2,815
New +$133K 0.04% 260
2025
Q3 		– Sell
-2,742
Closed -$105K – 895
2025
Q2 		$105K Buy
2,742
+2,722
+13,610% +$103K 0.04% 259
2025
Q1 		$879 Hold
20
– – ﹤0.01% 987
2024
Q4 		$820 Buy
+20
New +$807 ﹤0.01% 985

Other funds holding BKR

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cape Investment Advisory's BKR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Baker Hughes (BKR) in Q2 2026: 2,397 shares worth $133K. The stake represents 0.04% of the portfolio and ranks #293 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BKR as recently as Q4 2025.

Cape Investment Advisory first reported a position in BKR in Q4 2024 and has held it in 5 quarters since. 255 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

  • Cape Investment Advisory held 2,397 shares of Baker Hughes worth $133K as of Q2 2026.
  • Baker Hughes was a new Cape Investment Advisory position in Q2 2026.
  • Baker Hughes made up 0.04% of Cape Investment Advisory's portfolio in Q2 2026, its #293 holding.
  • Cape Investment Advisory first reported a position in Baker Hughes in Q4 2024 and has held it in 5 quarters since.
  • 255 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.