EWA
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EverSource Wealth Advisors’s Helix Energy Solutions HLX Stock Holding History

EverSource Wealth 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
Q1 		$742 Buy
75
+39
+108% +$332 ﹤0.01% 3958
2025
Q4 		$226 Sell
36
-67
-65% -$445 ﹤0.01% 4015
2025
Q3 		$676 Sell
103
-1,541
-94% -$9.7K ﹤0.01% 3862
2025
Q2 		$10.3K Buy
1,644
+1,288
+362% +$8.53K ﹤0.01% 2786
2025
Q1 		$2.96K Buy
356
+318
+837% +$2.68K ﹤0.01% 2738
2024
Q4 		$354 Buy
+38
New +$382 ﹤0.01% 3302
2023
Q2 		– Sell
-54
Closed -$418 – 2550
2023
Q1 		$418 Sell
54
-343
-86% -$2.68K ﹤0.01% 2264
2022
Q4 		$2.93K Hold
397
– – ﹤0.01% 1794
2022
Q3 		$2K Buy
+397
New +$1.5K ﹤0.01% 1674

Other funds holding HLX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return