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Helix Energy Solutions shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Helix Energy Solutions (HLX) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Helix Energy Solutions

Tip: Access up to 7 years of quarterly data

All positions including Helix Energy Solutions held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helix Energy Solutions by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $335k 54k 6.24
2025-03-31 $440k 53k 8.31
2024-12-31 $281k 30k 9.32
2024-09-30 $274k 25k 11.10

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Top funds holding Helix Energy Solutions

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
American Century Companies
Principal Financial Group
Millennium Management
Geode Capital Management
Wellington Management Company
Invesco
Systematic Financial Management
Charles Schwab Investment Management
Gate City Capital Management
Fisher Investments
Morgan Stanley

View all funds holding Helix Energy Solutions