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&Partners’s Helix Energy Solutions HLX Stock Holding History

&Partners’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
-11,099
Closed -$69.3K – 2149
2025
Q2 		$69.3K Buy
11,099
+206
+2% +$1.36K ﹤0.01% 1940
2025
Q1 		$91.4K Buy
10,893
+383
+4% +$3.23K ﹤0.01% 1721
2024
Q4 		$100K Buy
10,510
+172
+2% +$1.73K ﹤0.01% 1613
2024
Q3 		$115K Buy
+10,338
New +$114K ﹤0.01% 1360

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

&Partners's HLX Position: Q3 2025 in Review

&Partners sold out of Helix Energy Solutions (HLX) in Q3 2025, closing a stake of 11,099 shares — an estimated $69.3K sold.

&Partners first reported a position in HLX in Q3 2024 and held it in 4 quarters. The position peaked at $115K in Q3 2024. 245 funds tracked by Wall St. Rank hold HLX as of Q3 2025.

  • &Partners reported no remaining Helix Energy Solutions position as of Q3 2025 after selling out during the quarter.
  • &Partners sold 11,099 Helix Energy Solutions shares in Q3 2025, an estimated $69.3K.
  • &Partners first reported a position in Helix Energy Solutions in Q3 2024 and held it in 4 quarters.
  • &Partners's Helix Energy Solutions position peaked at $115K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2025.

Based on &Partners's 13F filing for Q3 2025, filed 14 Nov 2025.