Cerity Partners
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Cerity Partners’s Helix Energy Solutions HLX Stock Holding History

Cerity Partners’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,928
Closed -$71.7K – 2940
2025
Q3 		$71.7K Sell
10,928
-1,288,443
-99% -$8.11M ﹤0.01% 2662
2025
Q2 		$8.11M Buy
+1,299,371
New +$8.61M 0.01% 614
2024
Q4 		– Sell
-11,200
Closed -$124K – 2504
2024
Q3 		$124K Buy
+11,200
New +$123K ﹤0.01% 2405
2024
Q2 		– Sell
-11,092
Closed -$120K – 2302
2024
Q1 		$120K Buy
+11,092
New +$108K ﹤0.01% 2181

Other funds holding HLX

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Cerity Partners's HLX Position: Q4 2025 in Review

Cerity Partners sold out of Helix Energy Solutions (HLX) in Q4 2025, closing a stake of 10,928 shares — an estimated $71.7K sold.

Cerity Partners first reported a position in HLX in Q1 2024 and held it in 4 quarters. The position peaked at $8.11M in Q2 2025. 265 funds tracked by Wall St. Rank hold HLX as of Q4 2025.

  • Cerity Partners reported no remaining Helix Energy Solutions position as of Q4 2025 after selling out during the quarter.
  • Cerity Partners sold 10,928 Helix Energy Solutions shares in Q4 2025, an estimated $71.7K.
  • Cerity Partners first reported a position in Helix Energy Solutions in Q1 2024 and held it in 4 quarters.
  • Cerity Partners's Helix Energy Solutions position peaked at $8.11M in Q2 2025.
  • 265 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.