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Kennedy Capital Management’s Helix Energy Solutions HLX Stock Holding History

Kennedy Capital 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
2026
Q2 		$4.92M Sell
562,935
-10,504
-2% -$101K 0.09% 327
2026
Q1 		$5.67M Buy
573,439
+13,773
+2% +$117K 0.12% 265
2025
Q4 		$3.51M Buy
559,666
+1,428
+0.3% +$9.49K 0.07% 352
2025
Q3 		$3.66M Buy
558,238
+85,443
+18% +$538K 0.08% 343
2025
Q2 		$2.95M Sell
472,795
-99,778
-17% -$661K 0.07% 375
2025
Q1 		$4.76M Buy
+572,573
New +$4.82M 0.11% 296

Other funds holding HLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Kennedy Capital Management's HLX Position: Q2 2026 in Review

Kennedy Capital Management reduced its Helix Energy Solutions (HLX) stake by 1.8% in Q2 2026, selling an estimated $101K and leaving 562,935 shares worth $4.92M. The position accounts for 0.09% of the portfolio, ranked #327.

Kennedy Capital Management first reported a position in HLX in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.67M in Q1 2026. 285 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • Kennedy Capital Management held 562,935 shares of Helix Energy Solutions worth $4.92M as of Q2 2026.
  • Kennedy Capital Management sold 10,504 Helix Energy Solutions shares in Q2 2026, an estimated $101K.
  • Helix Energy Solutions made up 0.09% of Kennedy Capital Management's portfolio in Q2 2026, its #327 holding.
  • Kennedy Capital Management first reported a position in Helix Energy Solutions in Q1 2025 and has held it in 6 quarters since.
  • Kennedy Capital Management's Helix Energy Solutions position peaked at $5.67M in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.