Position in HLX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$286,177
+$106,039 QoQ
Shares Held
32,745
+79.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#142
of 284 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026AE Wealth Management LLC holds $16,299,636 across 7 Oil & Gas Equipment & Services names. HLX ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTI |
TechnipFMC plc
|
141,920 | $9,409,283 | |
| 2 | SLB |
Slb Limited/Nv
|
89,264 | $4,149,858 | |
| 3 | HAL |
Halliburton Co
|
40,318 | $1,368,778 | |
| 4 | BKR |
Baker Hughes Co
|
10,019 | $556,046 | |
| 5 | OII |
Oceaneering International Inc
|
11,105 | $449,960 | |
| 6 | HLX |
Helix Energy Solutions Group Inc
This page
|
32,745 | $286,177 | |
| 7 | RES |
Rpc Inc
|
13,644 | $79,534 |
All Filings in HLX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,177 | 32,745 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $180,138 | 18,215 | Shares | Other | 2026-05-13 | |
| 2022-06-30 | $752,738 | 242,819 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $426,399 | 89,205 | Shares | Sole | 2022-04-18 | |
| 2020-09-30 | $30,161 | 12,515 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $161,184 | 46,451 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $86,093 | 52,496 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||