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Saxon Interests’s Helix Energy Solutions HLX Stock Holding History

Saxon Interests’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
Q1 		– Sell
-16,792
Closed -$157K – 194
2024
Q4 		$157K Sell
16,792
-1,204
-7% -$12.1K 0.07% 178
2024
Q3 		$200K Buy
17,996
+294
+2% +$3.24K 0.09% 174
2024
Q2 		$211K Hold
17,702
– – 0.1% 158
2024
Q1 		$192K Buy
+17,702
New +$172K 0.09% 176

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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Saxon Interests's HLX Position: Q1 2025 in Review

Saxon Interests sold out of Helix Energy Solutions (HLX) in Q1 2025, closing a stake of 16,792 shares — an estimated $157K sold.

Saxon Interests first reported a position in HLX in Q1 2024 and held it in 4 quarters. The position peaked at $211K in Q2 2024. 256 funds tracked by Wall St. Rank hold HLX as of Q1 2025.

  • Saxon Interests reported no remaining Helix Energy Solutions position as of Q1 2025 after selling out during the quarter.
  • Saxon Interests sold 16,792 Helix Energy Solutions shares in Q1 2025, an estimated $157K.
  • Saxon Interests first reported a position in Helix Energy Solutions in Q1 2024 and held it in 4 quarters.
  • Saxon Interests's Helix Energy Solutions position peaked at $211K in Q2 2024.
  • 256 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2025.

Based on Saxon Interests's 13F filing for Q1 2025, filed 25 Apr 2025.