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CSM Advisors’s Helix Energy Solutions HLX Stock Holding History

CSM Advisors’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
2026
Q2 		$5.38M Buy
615,065
+256,590
+72% +$2.47M 0.11% 214
2026
Q1 		$3.55M Sell
358,475
-1,840
-0.5% -$15.7K 0.09% 257
2025
Q4 		$2.26M Sell
360,315
-189,945
-35% -$1.26M 0.06% 265
2025
Q3 		$3.61M Buy
550,260
+118,085
+27% +$743K 0.1% 236
2025
Q2 		$2.7M Buy
+432,175
New +$2.86M 0.08% 264

Other funds holding HLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CSM Advisors's HLX Position: Q2 2026 in Review

CSM Advisors increased its Helix Energy Solutions (HLX) stake by 72% in Q2 2026, buying an estimated $2.47M and bringing the position to 615,065 shares worth $5.38M. The position accounts for 0.11% of the portfolio, ranked #214.

CSM Advisors first reported a position in HLX in Q2 2025 and has held it in 5 quarters since. 285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • CSM Advisors held 615,065 shares of Helix Energy Solutions worth $5.38M as of Q2 2026.
  • CSM Advisors bought 256,590 Helix Energy Solutions shares in Q2 2026, an estimated $2.47M.
  • Helix Energy Solutions made up 0.11% of CSM Advisors's portfolio in Q2 2026, its #214 holding.
  • CSM Advisors first reported a position in Helix Energy Solutions in Q2 2025 and has held it in 5 quarters since.
  • 285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.