NewSquare Capital’s Helix Energy Solutions HLX Stock Holding History

NewSquare Capital’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	-49	Closed	-$306	–	633
2025 Q2	$306	Buy	+49	New	+$325	﹤0.01%	1193

Other funds holding HLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewSquare Capital's HLX Position: Q3 2025 in Review

NewSquare Capital sold out of Helix Energy Solutions (HLX) in Q3 2025, closing a stake of 49 shares — an estimated $306 sold.

NewSquare Capital first reported a position in HLX in Q2 2025 and held it in 1 quarter. The position peaked at $306 in Q2 2025. 245 funds tracked by Wall St. Rank hold HLX as of Q3 2025.

NewSquare Capital reported no remaining Helix Energy Solutions position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 49 Helix Energy Solutions shares in Q3 2025, an estimated $306.
NewSquare Capital first reported a position in Helix Energy Solutions in Q2 2025 and held it in 1 quarter.
NewSquare Capital's Helix Energy Solutions position peaked at $306 in Q2 2025.
245 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.