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
2016 Q4	–	Sell	-200,000	Closed	-$1.63M	–	7241
2016 Q3	$1.63M	Hold	200,000	–	–	﹤0.01%	2713
2016 Q2	$1.35M	Buy	+200,000	New	+$1.45M	﹤0.01%	2659
2014 Q3	–	Sell	-4,400	Closed	-$116K	–	7161
2014 Q2	$116K	Sell	4,400 -9,000	-67%	-$214K	﹤0.01%	4567
2014 Q1	$308K	Sell	13,400 -8,200	-38%	-$183K	﹤0.01%	3927
2013 Q4	$501K	Buy	21,600 +15,600	+260%	+$364K	﹤0.01%	3790
2013 Q3	$152K	Sell	6,000 -7,800	-57%	-$200K	﹤0.01%	4395
2013 Q2	$318K	Buy	+13,800	New	+$322K	﹤0.01%	3869

Other funds holding HLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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.