Nisa Investment Advisors’s Helix Energy Solutions HLX Stock Holding History

Nisa Investment Advisors’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 Q1	$642K	Sell	64,953 -137,540	-68%	-$1.17M	﹤0.01%	896
2025 Q4	$1.27M	Buy	202,493 +513	+0.3%	+$3.41K	﹤0.01%	752
2025 Q3	$1.32M	Buy	201,980 +58	+0%	+$365	0.01%	761
2025 Q2	$1.26M	Sell	201,922 -566	-0.3%	-$3.75K	0.01%	749
2025 Q1	$1.68M	Buy	202,488 +1,721	+0.9%	+$14.5K	0.01%	689
2024 Q4	$1.87M	Buy	200,767 +532	+0.3%	+$5.35K	0.01%	702
2024 Q3	$2.22M	Sell	200,235 -107	-0.1%	-$1.18K	0.01%	648
2024 Q2	$2.39M	Buy	200,342 +107	+0.1%	+$1.19K	0.02%	635
2024 Q1	$2.17M	Buy	200,235 +125	+0.1%	+$1.22K	0.01%	674
2023 Q4	$2.06M	Hold	200,110	–	–	0.01%	650
2023 Q3	$2.24M	Hold	200,110	–	–	0.02%	631
2023 Q2	$1.48M	Buy	200,110 +20	+0%	+$142	0.01%	766
2023 Q1	$1.55M	Buy	200,090 +70	+0%	+$547	0.01%	728
2022 Q4	$1.48M	Buy	200,020 +20	+0%	+$120	0.01%	810
2022 Q3	$772K	Sell	200,000 -9,180	-4%	-$34.8K	0.01%	890
2022 Q2	$648K	Buy	209,180 +4,580	+2%	+$19.8K	0.01%	961
2022 Q1	$978K	Hold	204,600	–	–	0.01%	877
2021 Q4	$722K	Buy	204,600 +4,600	+2%	+$17K	0.01%	921
2021 Q3	$776	Hold	200,000	–	–	﹤0.01%	993
2021 Q2	$1.14K	Sell	200,000 -9,700	-5%	-$51K	0.01%	892
2021 Q1	$1.06K	Hold	209,700	–	–	0.01%	926
2020 Q4	$881K	Buy	209,700 +197,670	+1,643%	+$660K	0.01%	983
2020 Q3	$29K	Sell	12,030 -18,800	-61%	-$68.6K	﹤0.01%	2001
2020 Q2	$107K	Buy	30,830 +18,880	+158%	+$51.1K	﹤0.01%	1424
2020 Q1	$20K	Buy	11,950 +10,460	+702%	+$68.9K	﹤0.01%	1709
2019 Q4	$14K	Hold	1,490	–	–	﹤0.01%	1760
2019 Q3	$12K	Buy	1,490 +410	+38%	+$3.31K	﹤0.01%	1740
2019 Q2	$9K	Hold	1,080	–	–	﹤0.01%	1779
2019 Q1	$9K	Hold	1,080	–	–	﹤0.01%	1784
2018 Q4	$6K	Hold	1,080	–	–	﹤0.01%	1768
2018 Q3	$11K	Buy	+1,080	New	+$9.85K	﹤0.01%	1694
2018 Q1	–	Sell	-45,000	Closed	-$339K	–	1876
2017 Q4	$339K	Buy	+45,000	New	+$318K	﹤0.01%	1137
2017 Q2	–	Sell	-30,000	Closed	-$233K	–	1848
2017 Q1	$233K	Buy	30,000 +28,200	+1,567%	+$227K	﹤0.01%	1217
2016 Q4	$16K	Hold	1,800	–	–	﹤0.01%	1698
2016 Q3	$15K	Hold	1,800	–	–	﹤0.01%	1730
2016 Q2	$12K	Hold	1,800	–	–	﹤0.01%	1758
2016 Q1	$10K	Buy	+1,800	New	+$7.59K	﹤0.01%	1775
2015 Q1	–	Sell	-40,200	Closed	-$872K	–	1326
2014 Q4	$872K	Hold	40,200	–	–	0.01%	830
2014 Q3	$887K	Sell	40,200 -900	-2%	-$23K	0.01%	831
2014 Q2	$1.08M	Sell	41,100 -300	-0.7%	-$7.14K	0.02%	777
2014 Q1	$951K	Hold	41,400	–	–	0.01%	812
2013 Q4	$960K	Hold	41,400	–	–	0.01%	812
2013 Q3	$1.05M	Sell	41,400 -7,500	-15%	-$193K	0.02%	753
2013 Q2	$1.13M	Buy	+48,900	New	+$1.14M	0.02%	726

Other funds holding HLX

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

Nisa Investment Advisors's HLX Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Helix Energy Solutions (HLX) stake by 68% in Q1 2026, selling an estimated $1.17M and leaving 64,953 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Nisa Investment Advisors first reported a position in HLX in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.39M in Q2 2024. 274 funds tracked by Wall St. Rank hold HLX as of Q1 2026.

Nisa Investment Advisors held 64,953 shares of Helix Energy Solutions worth $642K as of Q1 2026.
Nisa Investment Advisors sold 137,540 Helix Energy Solutions shares in Q1 2026, an estimated $1.17M.
Helix Energy Solutions made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #896 holding.
Nisa Investment Advisors first reported a position in Helix Energy Solutions in Q2 2013 and has held it in 44 quarters since.
Nisa Investment Advisors's Helix Energy Solutions position peaked at $2.39M in Q2 2024.
274 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.