Citigroup
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Citigroup’s Helix Energy Solutions HLX Stock Holding History

Citigroup’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
2014
Q3 		– Sell
-5,000
Closed -$132K – 7160
2014
Q2 		$132K Sell
5,000
-15,000
-75% -$357K ﹤0.01% 4458
2014
Q1 		$460K Buy
20,000
+4,600
+30% +$102K ﹤0.01% 3550
2013
Q4 		$357K Buy
15,400
+13,700
+806% +$319K ﹤0.01% 4119
2013
Q3 		$43K Buy
1,700
+400
+31% +$10.3K ﹤0.01% 5392
2013
Q2 		$30K Buy
+1,300
New +$30.3K ﹤0.01% 5633

Other funds holding HLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citigroup's HLX Position: Q1 2026 in Review

Citigroup increased its Helix Energy Solutions (HLX) stake by 3.2% in Q1 2026, buying an estimated $13.5K and bringing the position to 50,744 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #3540.

Citigroup first reported a position in HLX in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.97M in Q2 2013. 274 funds tracked by Wall St. Rank hold HLX as of Q1 2026.

  • Citigroup held 50,744 shares of Helix Energy Solutions worth $502K as of Q1 2026.
  • Citigroup bought 1,587 Helix Energy Solutions shares in Q1 2026, an estimated $13.5K.
  • Helix Energy Solutions made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #3540 holding.
  • Citigroup first reported a position in Helix Energy Solutions in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's Helix Energy Solutions position peaked at $2.97M in Q2 2013.
  • 274 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.