Baker Hughes (BKR) Stock Concentration Calculator
Calculator · free · no signup · BKRQuantify Baker Hughes concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About Baker Hughes
Baker Hughes (BKR) is a public Energy company, incorporated in Delaware and headquartered in Houston, TX.
Equity grants at Baker Hughes typically include restricted stock units (RSUs).
Baker Hughes Company is an American global energy technology company co-headquartered in Houston, Texas and London, UK. As one of the world's largest oil field services, industrial and energy technology companies, it provides products and services to the oil and gas industry for exploration and production, as well as other energy and industrial applications. It operates in over 120 countries, with facilities in Australia, Brazil, Singapore, Malaysia, India, UAE, Saudi Arabia, Italy, Germany, Norway, the United Kingdom, Namibia, Nigeria and the United States.
Source: Wikipedia (CC BY-SA 4.0)
The company combines Howard Hughes Senior's 1909 rotary drill bit business with Baker's casing technology, merged in 1987, and later absorbed General Electric's oil and gas division in 2017 before GE fully exited. Two segments run today: oilfield services and equipment, and industrial and energy technology, the latter selling turbomachinery and compressors for liquefied natural gas plants. That LNG exposure gives it a longer capital cycle than pure service peers. Headquarters are in Houston.
Sources: bakerhughes.com · en.wikipedia.org
Equity comp at Baker Hughes
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-08-17.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Baker Hughes.
If a meaningful share of your net worth sits in BKR, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with BKR's option-implied volatility.
All Baker Hughes tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Baker Hughes equity questions
- How much BKR stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your BKR position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Baker Hughes grant ISOs, NSOs, or RSUs?
- Equity compensation at Baker Hughes typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Baker Hughes RSUs use double-trigger vesting?
- No. Baker Hughes restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
One piece of the puzzle.
OptionsAhoy plans your Baker Hughes equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.