Accel Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Accel Wealth Management’s Portfolio HE Stock Details HE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-335	Closed	-$12.9K	–	457
2023 Q1	$12.9K	Buy	335 +3	+0.9%	+$122	0.01%	824
2022 Q4	$13.9K	Buy	332 +3	+0.9%	+$116	0.01%	633
2022 Q3	$12K	Buy	329 +3	+0.9%	+$121	0.01%	692
2022 Q2	$13K	Buy	326 +2	+0.6%	+$84	0.01%	640
2022 Q1	$14K	Buy	324 +3	+0.9%	+$125	0.01%	638
2021 Q4	$13K	Buy	321 +3	+0.9%	+$122	0.01%	655
2021 Q3	$13K	Buy	318 +2	+0.6%	+$86	0.01%	582
2021 Q2	$13K	Buy	316 +3	+1%	+$130	0.01%	641
2021 Q1	$14K	Buy	313 +3	+1%	+$110	0.01%	590
2020 Q4	$11K	Buy	+310	New	+$11K	0.01%	596

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Accel Wealth Management's HE Position: Q2 2023 in Review

Accel Wealth Management sold out of Hawaiian Electric Industries (HE) in Q2 2023, closing a stake of 335 shares — an estimated $12.9K sold.

Accel Wealth Management first reported a position in HE in Q4 2020 and held it in 10 quarters. The position peaked at $14K in Q1 2022. 321 funds tracked by Wall St. Rank hold HE as of Q2 2023.

Accel Wealth Management reported no remaining Hawaiian Electric Industries position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 335 Hawaiian Electric Industries shares in Q2 2023, an estimated $12.9K.
Accel Wealth Management first reported a position in Hawaiian Electric Industries in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Hawaiian Electric Industries position peaked at $14K in Q1 2022.
321 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.