HWM
HLX icon

Hemington Wealth Management’s Helix Energy Solutions HLX Stock Holding History

Hemington Wealth 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
Q3 		$0 Sell
81
-20
-20% -$126 ﹤0.01% 1614
2025
Q2 		$0 Sell
101
-17
-14% -$113 ﹤0.01% 1594
2025
Q1 		$0 Sell
118
-19
-14% -$160 ﹤0.01% 1605
2024
Q4 		$1K Sell
137
-1
-0.7% -$10 ﹤0.01% 1405
2024
Q3 		$1K Buy
+138
New +$1.52K ﹤0.01% 1328

Other funds holding HLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hemington Wealth Management's HLX Position: Q3 2025 in Review

Hemington Wealth Management reduced its Helix Energy Solutions (HLX) stake by 20% in Q3 2025, selling an estimated $126 and leaving 81 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

Hemington Wealth Management first reported a position in HLX in Q3 2024 and has held it in 5 quarters since. The position peaked at $1K in Q4 2024. 245 funds tracked by Wall St. Rank hold HLX as of Q3 2025.

  • Hemington Wealth Management held 81 shares of Helix Energy Solutions worth $0 as of Q3 2025.
  • Hemington Wealth Management sold 20 Helix Energy Solutions shares in Q3 2025, an estimated $126.
  • Helix Energy Solutions made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1614 holding.
  • Hemington Wealth Management first reported a position in Helix Energy Solutions in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Helix Energy Solutions position peaked at $1K in Q4 2024.
  • 245 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.