Schroder Investment Management Group
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Schroder Investment Management Group’s Helix Energy Solutions HLX Stock Holding History

Schroder Investment Management Group’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
-29,027
Closed -$195K – 1174
2025
Q3 		$195K Buy
29,027
+5,375
+23% +$33.8K ﹤0.01% 1161
2025
Q2 		$148K Sell
23,652
-13,066
-36% -$86.5K ﹤0.01% 1133
2025
Q1 		$305K Sell
36,718
-1,069
-3% -$9K ﹤0.01% 1120
2024
Q4 		$352K Buy
+37,787
New +$380K ﹤0.01% 1132
2024
Q1 		– Sell
-13,028
Closed -$135K – 1218
2023
Q4 		$135K Buy
+13,028
New +$129K ﹤0.01% 1161
2021
Q2 		– Sell
-290,268
Closed -$1.47M – 1554
2021
Q1 		$1.47M Sell
290,268
-14,530
-5% -$72.4K ﹤0.01% 1067
2020
Q4 		$1.28M Buy
+304,798
New +$1.02M ﹤0.01% 1081
2014
Q2 		– Sell
-803,600
Closed -$18.5M – 1408
2014
Q1 		$18.5M Buy
803,600
+9,700
+1% +$216K 0.02% 503
2013
Q4 		$18.4M Buy
793,900
+22,200
+3% +$518K 0.02% 505
2013
Q3 		$19.6M Sell
771,700
-192,400
-20% -$4.94M 0.05% 443
2013
Q2 		$22.2M Buy
+964,100
New +$22.5M 0.06% 397

Other funds holding HLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
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

Schroder Investment Management Group's HLX Position: Q4 2025 in Review

Schroder Investment Management Group sold out of Helix Energy Solutions (HLX) in Q4 2025, closing a stake of 29,027 shares — an estimated $195K sold.

Schroder Investment Management Group first reported a position in HLX in Q2 2013 and held it in 11 quarters. The position peaked at $22.2M in Q2 2013. 265 funds tracked by Wall St. Rank hold HLX as of Q4 2025.

  • Schroder Investment Management Group reported no remaining Helix Energy Solutions position as of Q4 2025 after selling out during the quarter.
  • Schroder Investment Management Group sold 29,027 Helix Energy Solutions shares in Q4 2025, an estimated $195K.
  • Schroder Investment Management Group first reported a position in Helix Energy Solutions in Q2 2013 and held it in 11 quarters.
  • Schroder Investment Management Group's Helix Energy Solutions position peaked at $22.2M in Q2 2013.
  • 265 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2025.

Based on Schroder Investment Management Group's 13F filing for Q4 2025, filed 13 Feb 2026.