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Jefferies Financial Group’s Helix Energy Solutions HLX Stock Holding History

Jefferies Financial Group’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 		– Sell
-22,690
Closed -$142K – 1551
2025
Q2 		$142K Sell
22,690
-4,238
-16% -$28.1K ﹤0.01% 1158
2025
Q1 		$224K Buy
+26,928
New +$227K ﹤0.01% 1334
2024
Q3 		– Sell
-15,969
Closed -$191K – 1574
2024
Q2 		$191K Buy
+15,969
New +$178K ﹤0.01% 1236

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

Jefferies Financial Group's HLX Position: Q3 2025 in Review

Jefferies Financial Group sold out of Helix Energy Solutions (HLX) in Q3 2025, closing a stake of 22,690 shares — an estimated $142K sold.

Jefferies Financial Group first reported a position in HLX in Q2 2024 and held it in 3 quarters. The position peaked at $224K in Q1 2025. 245 funds tracked by Wall St. Rank hold HLX as of Q3 2025.

  • Jefferies Financial Group reported no remaining Helix Energy Solutions position as of Q3 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 22,690 Helix Energy Solutions shares in Q3 2025, an estimated $142K.
  • Jefferies Financial Group first reported a position in Helix Energy Solutions in Q2 2024 and held it in 3 quarters.
  • Jefferies Financial Group's Helix Energy Solutions position peaked at $224K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2025.

Based on Jefferies Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.