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Harbour Investments’s Helix Energy Solutions HLX Stock Holding History

Harbour Investments’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 		$437 Hold
50
– – ﹤0.01% 4400
2026
Q1 		$495 Buy
+50
New +$426 ﹤0.01% 4262
2025
Q4 		– Sell
-850
Closed -$5.58K – 3930
2025
Q3 		$5.58K Sell
850
-375
-31% -$2.36K ﹤0.01% 2947
2025
Q2 		$7.64K Hold
1,225
– – ﹤0.01% 2689
2025
Q1 		$10.2K Buy
+1,225
New +$10.3K ﹤0.01% 2509
2021
Q4 		– Sell
-39
Closed – – 3088
2021
Q3 		$0 Hold
39
– – ﹤0.01% 3840
2021
Q2 		$0 Hold
39
– – ﹤0.01% 3853
2021
Q1 		$0 Buy
+39
New +$194 ﹤0.01% 3651

Other funds holding HLX

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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

Harbour Investments's HLX Position: Q2 2026 in Review

Harbour Investments held its Helix Energy Solutions (HLX) position steady in Q2 2026 at 50 shares worth $437. The position accounts for ﹤0.01% of the portfolio, ranked #4400.

Harbour Investments first reported a position in HLX in Q1 2021 and has held it in 8 quarters since. The position peaked at $10.2K in Q1 2025. 285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • Harbour Investments held 50 shares of Helix Energy Solutions worth $437 as of Q2 2026.
  • Harbour Investments left its Helix Energy Solutions share count unchanged in Q2 2026.
  • Helix Energy Solutions made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #4400 holding.
  • Harbour Investments first reported a position in Helix Energy Solutions in Q1 2021 and has held it in 8 quarters since.
  • Harbour Investments's Helix Energy Solutions position peaked at $10.2K in Q1 2025.
  • 285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.