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RAFFA WEALTH MANAGEMENT, LLC’s Helix Energy Solutions HLX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
Q2 		$743 Buy
+85
New +$817 ﹤0.01% 1106
2017
Q1 		– Sell
-60
Closed -$529 – 577
2016
Q4 		$529 Hold
60
– – ﹤0.01% 739
2016
Q3 		$488 Hold
60
– – ﹤0.01% 737
2016
Q2 		$406 Sell
60
-19
-24% -$137 ﹤0.01% 760
2016
Q1 		$442 Hold
79
– – ﹤0.01% 727
2015
Q4 		$416 Buy
+79
New +$458 ﹤0.01% 744

Other funds holding HLX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's HLX Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC opened a new position in Helix Energy Solutions (HLX) in Q2 2026: 85 shares worth $743. The stake represents ﹤0.01% of the portfolio and ranks #1106 among its holdings. This is a return to the name: RAFFA WEALTH MANAGEMENT, LLC previously reported a position in HLX as recently as Q4 2016.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HLX in Q4 2015 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 85 shares of Helix Energy Solutions worth $743 as of Q2 2026.
  • Helix Energy Solutions was a new RAFFA WEALTH MANAGEMENT, LLC position in Q2 2026.
  • Helix Energy Solutions made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1106 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Helix Energy Solutions in Q4 2015 and has held it in 6 quarters since.
  • 51 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.