Yaupon Capital Management’s Baker Hughes BKR Stock Holding History

Yaupon Capital 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 Q2	–	Sell	-269,628	Closed	-$11.9M	–	120
2025 Q1	$11.9M	Sell	269,628 -195,681	-42%	-$8.73M	0.61%	61
2024 Q4	$19.1M	Sell	465,309 -843,024	-64%	-$34M	0.79%	45
2024 Q3	$47.3M	Buy	+1,308,333	New	+$46M	2.57%	8
2023 Q4	–	Sell	-301,219	Closed	-$10.6M	–	106
2023 Q3	$10.6M	Sell	301,219 -218,454	-42%	-$7.73M	0.99%	44
2023 Q2	$16.4M	Buy	+519,673	New	+$15.2M	2.09%	15

Other funds holding BKR

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Yaupon Capital Management's BKR Position: Q2 2025 in Review

Yaupon Capital Management sold out of Baker Hughes (BKR) in Q2 2025, closing a stake of 269,628 shares — an estimated $11.9M sold.

Yaupon Capital Management first reported a position in BKR in Q2 2023 and held it in 5 quarters. The position peaked at $47.3M in Q3 2024. 881 funds tracked by Wall St. Rank hold BKR as of Q2 2025.

Yaupon Capital Management reported no remaining Baker Hughes position as of Q2 2025 after selling out during the quarter.
Yaupon Capital Management sold 269,628 Baker Hughes shares in Q2 2025, an estimated $11.9M.
Yaupon Capital Management first reported a position in Baker Hughes in Q2 2023 and held it in 5 quarters.
Yaupon Capital Management's Baker Hughes position peaked at $47.3M in Q3 2024.
881 funds tracked by Wall St. Rank held Baker Hughes as of Q2 2025.

Based on Yaupon Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.