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NBC Securities’s Helix Energy Solutions HLX Stock Holding History

NBC Securities’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
-745
Closed -$4K – 2823
2025
Q2 		$4K Hold
745
– – ﹤0.01% 2153
2025
Q1 		$6K Buy
+745
New +$6.28K ﹤0.01% 1835
2024
Q4 		– Sell
-745
Closed -$8K – 1610
2024
Q3 		$8K Hold
745
– – ﹤0.01% 1794
2024
Q2 		$8K Hold
745
– – ﹤0.01% 1745
2024
Q1 		$8K Hold
745
– – ﹤0.01% 1766
2023
Q4 		$7K Hold
745
– – ﹤0.01% 1796
2023
Q3 		$8K Buy
+745
New +$7.18K ﹤0.01% 1763

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

NBC Securities's HLX Position: Q3 2025 in Review

NBC Securities sold out of Helix Energy Solutions (HLX) in Q3 2025, closing a stake of 745 shares — an estimated $4K sold.

NBC Securities first reported a position in HLX in Q3 2023 and held it in 7 quarters. The position peaked at $8K in Q3 2024. 245 funds tracked by Wall St. Rank hold HLX as of Q3 2025.

  • NBC Securities reported no remaining Helix Energy Solutions position as of Q3 2025 after selling out during the quarter.
  • NBC Securities sold 745 Helix Energy Solutions shares in Q3 2025, an estimated $4K.
  • NBC Securities first reported a position in Helix Energy Solutions in Q3 2023 and held it in 7 quarters.
  • NBC Securities's Helix Energy Solutions position peaked at $8K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2025.

Based on NBC Securities's 13F filing for Q3 2025, filed 14 Nov 2025.