Northwestern Mutual Wealth Management’s Helix Energy Solutions HLX Stock Holding History

Northwestern Mutual Wealth 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
2025 Q4	–	Sell	-339	Closed	-$2.22K	–	4114
2025 Q3	$2.22K	Hold	339	–	–	﹤0.01%	3363
2025 Q2	$2.12K	Buy	+339	New	+$2.25K	﹤0.01%	3250
2024 Q3	–	Sell	-815	Closed	-$9.73K	–	3705
2024 Q2	$9.73K	Buy	+815	New	+$9.09K	﹤0.01%	2655
2020 Q2	–	Sell	-90	Closed	–	–	2520
2020 Q1	$0	Buy	+90	New	+$593	﹤0.01%	2643
2019 Q2	–	Sell	-106	Closed	-$1K	–	2589
2019 Q1	$1K	Buy	+106	New	+$759	﹤0.01%	2416
2015 Q4	–	Sell	-66	Closed	–	–	1704
2015 Q3	$0	Buy	+66	New	+$526	﹤0.01%	1743
2015 Q1	–	Sell	-55	Closed	-$1K	–	1645
2014 Q4	$1K	Buy	+55	New	+$1.31K	﹤0.01%	1619

Other funds holding HLX

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Northwestern Mutual Wealth Management's HLX Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of Helix Energy Solutions (HLX) in Q4 2025, closing a stake of 339 shares — an estimated $2.22K sold.

Northwestern Mutual Wealth Management first reported a position in HLX in Q4 2014 and held it in 7 quarters. The position peaked at $9.73K in Q2 2024. 265 funds tracked by Wall St. Rank hold HLX as of Q4 2025.

Northwestern Mutual Wealth Management reported no remaining Helix Energy Solutions position as of Q4 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 339 Helix Energy Solutions shares in Q4 2025, an estimated $2.22K.
Northwestern Mutual Wealth Management first reported a position in Helix Energy Solutions in Q4 2014 and held it in 7 quarters.
Northwestern Mutual Wealth Management's Helix Energy Solutions position peaked at $9.73K in Q2 2024.
265 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.