AF
HE icon

Advisornet Financial’s Hawaiian Electric Industries HE Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-200
Closed -$1.94K – 2079
2024
Q3 		$1.94K Sell
200
-100
-33% -$1.24K ﹤0.01% 1763
2024
Q2 		$2.71K Buy
+300
New +$3.12K ﹤0.01% 1579
2024
Q1 		– Sell
-755
Closed -$10.7K – 2238
2023
Q4 		$10.7K Sell
755
-2,110
-74% -$27.4K ﹤0.01% 1297
2023
Q3 		$35.3K Sell
2,865
-1,019
-26% -$24.8K ﹤0.01% 877
2023
Q2 		$141K Buy
3,884
+5
+0.1% +$188 0.01% 554
2023
Q1 		$149K Sell
3,879
-5
-0.1% -$203 0.01% 525
2022
Q4 		$163K Buy
3,884
+20
+0.5% +$772 0.02% 510
2022
Q3 		$134K Sell
3,864
-220
-5% -$8.86K 0.01% 588
2022
Q2 		$167K Sell
4,084
-600
-13% -$25.2K 0.02% 547
2022
Q1 		$198K Sell
4,684
-203
-4% -$8.46K 0.01% 563
2021
Q4 		$203K Buy
4,887
+2
+0% +$81 0.01% 601
2021
Q3 		$199K Buy
4,885
+1
+0% +$43 0.01% 586
2021
Q2 		$206K Buy
4,884
+202
+4% +$8.75K 0.01% 586
2021
Q1 		$208K Buy
4,682
+2
+0% +$73 0.01% 551
2020
Q4 		$166K Buy
4,680
+1
+0% +$35 0.01% 544
2020
Q3 		$156K Buy
4,679
+2
+0% +$70 0.01% 548
2020
Q2 		$169K Buy
4,677
+2
+0% +$77 0.01% 532
2020
Q1 		$201K Buy
4,675
+1
+0% +$46 0.02% 468
2019
Q4 		$219K Buy
4,674
+2
+0% +$90 0.02% 484
2019
Q3 		$213K Buy
4,672
+1
+0% +$44 0.02% 488
2019
Q2 		$203K Buy
4,671
+1
+0% +$42 0.02% 445
2019
Q1 		$190K Buy
4,670
+2
+0% +$76 0.02% 434
2018
Q4 		$171K Sell
4,668
-247
-5% -$9.16K 0.02% 417
2018
Q3 		$175K Sell
4,915
-12
-0.2% -$422 0.02% 444
2018
Q2 		$169K Sell
4,927
-846
-15% -$28.7K 0.02% 426
2018
Q1 		$198K Buy
5,773
+1
+0% +$34 0.03% 393
2017
Q4 		$209K Buy
+5,772
New +$209K 0.03% 343

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisornet Financial's HE Position: Q4 2024 in Review

Advisornet Financial sold out of Hawaiian Electric Industries (HE) in Q4 2024, closing a stake of 200 shares — an estimated $1.94K sold.

Advisornet Financial first reported a position in HE in Q4 2017 and held it in 27 quarters. The position peaked at $219K in Q4 2019. 290 funds tracked by Wall St. Rank hold HE as of Q4 2024.

  • Advisornet Financial reported no remaining Hawaiian Electric Industries position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 200 Hawaiian Electric Industries shares in Q4 2024, an estimated $1.94K.
  • Advisornet Financial first reported a position in Hawaiian Electric Industries in Q4 2017 and held it in 27 quarters.
  • Advisornet Financial's Hawaiian Electric Industries position peaked at $219K in Q4 2019.
  • 290 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.