Ken Fisher
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Ken Fisher’s Helix Energy Solutions HLX Stock Holding History

Ken Fisher’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
Q4 		– Sell
-2,254,930
Closed -$14.8M – 1060
2025
Q3 		$14.8M Sell
2,254,930
-167,975
-7% -$1.06M 0.01% 365
2025
Q2 		$15.1M Sell
2,422,905
-102,045
-4% -$676K 0.01% 355
2025
Q1 		$21M Buy
2,524,950
+697,806
+38% +$5.88M 0.01% 321
2024
Q4 		$17M Sell
1,827,144
-114,196
-6% -$1.15M 0.01% 360
2024
Q3 		$21.5M Buy
1,941,340
+72,945
+4% +$803K 0.01% 331
2024
Q2 		$22.3M Buy
1,868,395
+112,283
+6% +$1.25M 0.01% 325
2024
Q1 		$19M Sell
1,756,112
-45,307
-3% -$441K 0.01% 340
2023
Q4 		$18.5M Sell
1,801,419
-443,064
-20% -$4.4M 0.01% 334
2023
Q3 		$25.1M Buy
+2,244,483
New +$21.6M 0.01% 324

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
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

Ken Fisher's HLX Position: Q4 2025 in Review

Ken Fisher sold out of Helix Energy Solutions (HLX) in Q4 2025, closing a stake of 2,254,930 shares — an estimated $14.8M sold.

Ken Fisher first reported a position in HLX in Q3 2023 and held it in 9 quarters. The position peaked at $25.1M in Q3 2023. 265 funds tracked by Wall St. Rank hold HLX as of Q4 2025.

  • Ken Fisher reported no remaining Helix Energy Solutions position as of Q4 2025 after selling out during the quarter.
  • Ken Fisher sold 2,254,930 Helix Energy Solutions shares in Q4 2025, an estimated $14.8M.
  • Ken Fisher first reported a position in Helix Energy Solutions in Q3 2023 and held it in 9 quarters.
  • Ken Fisher's Helix Energy Solutions position peaked at $25.1M in Q3 2023.
  • 265 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2025.

Based on Fisher Asset Management's 13F filing for Q4 2025, filed 9 Feb 2026.