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HLX icon

InceptionR’s Helix Energy Solutions HLX Stock Holding History

InceptionR’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 		$204K Buy
+20,631
New +$176K 0.05% 585
2025
Q3 		– Sell
-13,462
Closed -$84K – 799
2025
Q2 		$84K Buy
+13,462
New +$89.2K 0.02% 618
2025
Q1 		– Sell
-12,095
Closed -$113K – 678
2024
Q4 		$113K Buy
+12,095
New +$122K 0.03% 582
2024
Q3 		– Sell
-20,117
Closed -$240K – 742
2024
Q2 		$240K Sell
20,117
-8,022
-29% -$89.5K 0.07% 463
2024
Q1 		$305K Buy
+28,139
New +$274K 0.08% 413

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