Tortoise Investment Management’s Baker Hughes BKR Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-175	Closed	-$8.53K	–	378
2025 Q3	$8.53K	Buy	175 +31	+22%	+$1.37K	﹤0.01%	633
2025 Q2	$5.52K	Buy	144 +31	+27%	+$1.17K	﹤0.01%	653
2025 Q1	$4.97K	Hold	113	–	–	﹤0.01%	636
2024 Q4	$4.63K	Hold	113	–	–	﹤0.01%	700
2024 Q3	$4.08K	Hold	113	–	–	﹤0.01%	702
2024 Q2	$3.97K	Hold	113	–	–	﹤0.01%	708
2024 Q1	$3.79K	Hold	113	–	–	﹤0.01%	701
2023 Q4	$3.86K	Hold	113	–	–	﹤0.01%	649
2023 Q3	$3.99K	Hold	113	–	–	﹤0.01%	641
2023 Q2	$3.57K	Hold	113	–	–	﹤0.01%	641
2023 Q1	$3.26K	Hold	113	–	–	﹤0.01%	646
2022 Q4	$3.34K	Hold	113	–	–	﹤0.01%	643
2022 Q3	$2K	Hold	113	–	–	﹤0.01%	679
2022 Q2	$3K	Hold	113	–	–	﹤0.01%	637
2022 Q1	$4K	Hold	113	–	–	﹤0.01%	582
2021 Q4	$3K	Hold	113	–	–	﹤0.01%	581
2021 Q3	$3K	Hold	113	–	–	﹤0.01%	559
2021 Q2	$3K	Hold	113	–	–	﹤0.01%	549
2021 Q1	$2K	Hold	113	–	–	﹤0.01%	546
2020 Q4	$2K	Buy	+113	New	+$1.99K	﹤0.01%	505
2020 Q2	–	Sell	-111	Closed	-$1K	–	512
2020 Q1	$1K	Hold	111	–	–	﹤0.01%	505
2019 Q4	$3K	Hold	111	–	–	﹤0.01%	506
2019 Q3	$3K	Hold	111	–	–	﹤0.01%	499
2019 Q2	$3K	Hold	111	–	–	﹤0.01%	531
2019 Q1	$3K	Hold	111	–	–	﹤0.01%	520
2018 Q4	$2K	Hold	111	–	–	﹤0.01%	491
2018 Q3	$4K	Hold	111	–	–	﹤0.01%	466
2018 Q2	$4K	Hold	111	–	–	﹤0.01%	481
2018 Q1	$3K	Hold	111	–	–	﹤0.01%	474
2017 Q4	$4K	Hold	111	–	–	﹤0.01%	466
2017 Q3	$4K	Buy	+111	New	+$3.94K	﹤0.01%	420

Other funds holding BKR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tortoise Investment Management's BKR Position: Q4 2025 in Review

Tortoise Investment Management sold out of Baker Hughes (BKR) in Q4 2025, closing a stake of 175 shares — an estimated $8.53K sold.

Tortoise Investment Management first reported a position in BKR in Q3 2017 and held it in 31 quarters. The position peaked at $8.53K in Q3 2025. 1,017 funds tracked by Wall St. Rank hold BKR as of Q4 2025.

Tortoise Investment Management reported no remaining Baker Hughes position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 175 Baker Hughes shares in Q4 2025, an estimated $8.53K.
Tortoise Investment Management first reported a position in Baker Hughes in Q3 2017 and held it in 31 quarters.
Tortoise Investment Management's Baker Hughes position peaked at $8.53K in Q3 2025.
1,017 funds tracked by Wall St. Rank held Baker Hughes as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.