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Empowered Funds’s Helix Energy Solutions HLX Stock Holding History

Empowered Funds’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 		$5.77M Buy
659,820
+106,440
+19% +$1.02M 0.03% 650
2026
Q1 		$5.47M Sell
553,380
-75,959
-12% -$647K 0.03% 598
2025
Q4 		$3.95M Buy
629,339
+31,760
+5% +$211K 0.07% 307
2025
Q3 		$3.92M Sell
597,579
-56,464
-9% -$355K 0.04% 578
2025
Q2 		$4.08M Buy
654,043
+12,845
+2% +$85.1K 0.05% 502
2025
Q1 		$5.33M Buy
641,198
+102,713
+19% +$865K 0.08% 372
2024
Q4 		$5.02M Buy
538,485
+419,437
+352% +$4.22M 0.07% 372
2024
Q3 		$1.32M Buy
119,048
+6,030
+5% +$66.4K 0.02% 823
2024
Q2 		$1.35M Buy
113,018
+8,100
+8% +$90.3K 0.02% 756
2024
Q1 		$1.14M Sell
104,918
-164,857
-61% -$1.6M 0.02% 817
2023
Q4 		$2.77M Sell
269,775
-214,353
-44% -$2.13M 0.07% 405
2023
Q3 		$5.41M Buy
484,128
+39,816
+9% +$384K 0.16% 153
2023
Q2 		$3.28M Buy
+444,312
New +$3.16M 0.12% 234

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

Empowered Funds's HLX Position: Q2 2026 in Review

Empowered Funds increased its Helix Energy Solutions (HLX) stake by 19% in Q2 2026, buying an estimated $1.02M and bringing the position to 659,820 shares worth $5.77M. The position accounts for 0.03% of the portfolio, ranked #650.

Empowered Funds first reported a position in HLX in Q2 2023 and has held it in 13 quarters since. 285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • Empowered Funds held 659,820 shares of Helix Energy Solutions worth $5.77M as of Q2 2026.
  • Empowered Funds bought 106,440 Helix Energy Solutions shares in Q2 2026, an estimated $1.02M.
  • Helix Energy Solutions made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #650 holding.
  • Empowered Funds first reported a position in Helix Energy Solutions in Q2 2023 and has held it in 13 quarters since.
  • 285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.