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Fulcrum Asset Management’s Helix Energy Solutions HLX Stock Holding History

Fulcrum Asset Management’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
Q2 		– Sell
-149,236
Closed -$1.07M – 275
2025
Q1 		$1.07M Buy
+149,236
New +$1.26M 0.21% 104

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $194B AUM 35% 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 $1.61T AUM 30.72% 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 $4.36B AUM 40.56% 1-Year Est. Return

Fulcrum Asset Management's HLX Position: Q4 2025 in Review

Fulcrum Asset Management sold out of Helix Energy Solutions (HLX) in Q4 2025, closing a stake of 64,595 shares — an estimated $424K sold.

Fulcrum Asset Management first reported a position in HLX in Q2 2025 and held it in 2 quarters. The position peaked at $983K in Q2 2025. 265 funds tracked by Wall St. Rank hold HLX as of Q4 2025.

  • Fulcrum Asset Management reported no remaining Helix Energy Solutions position as of Q4 2025 after selling out during the quarter.
  • Fulcrum Asset Management sold 64,595 Helix Energy Solutions shares in Q4 2025, an estimated $424K.
  • Fulcrum Asset Management first reported a position in Helix Energy Solutions in Q2 2025 and held it in 2 quarters.
  • Fulcrum Asset Management's Helix Energy Solutions position peaked at $983K in Q2 2025.
  • 265 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2025.

Based on Fulcrum Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.