COLDSTREAM CAPITAL MANAGEMENT INC

Position in HLX — Helix Energy Solutions Group Inc

CIK 1082339 BELLEVUE, WA

Position in HLX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$105,989

+$32,426 QoQ

Shares Held

12,127

+8.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#191

of 284 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Energy · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $3,813,377 across 6 Oil & Gas Equipment & Services names. HLX ranks #6 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SLB	Slb Limited/Nv	29,972	$1,393,398
2	BKR	Baker Hughes Co	18,255	$1,013,152
3	HAL	Halliburton Co	21,314	$723,610
4	NOV	NOV Inc.	18,685	$346,606
5	AROC	Archrock, Inc.	5,665	$230,622
6	HLX	Helix Energy Solutions Group Inc This page	12,127	$105,989

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$105,989	12,127	+8.1%	Shares	Sole	2026-08-14
2025-09-30	$73,563	11,214	+11.2%	Shares	Sole	2025-11-19
2025-06-30	$62,911	10,082	+4.0%	Shares	Sole	2025-08-12
2025-03-31	$80,523	9,690	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.