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

AE 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
2024
Q1 		– Sell
-30,429
Closed -$421K – 1504
2023
Q4 		$421K Sell
30,429
-62,990
-67% -$819K ﹤0.01% 1542
2023
Q3 		$1.15M Buy
93,419
+1,337
+1% +$32.5K 0.01% 1041
2023
Q2 		$3.33M Buy
92,082
+80,314
+682% +$3.02M 0.02% 673
2023
Q1 		$452K Buy
11,768
+156
+1% +$6.32K ﹤0.01% 1394
2022
Q4 		$486K Buy
11,612
+438
+4% +$16.9K ﹤0.01% 1328
2022
Q3 		$387K Buy
11,174
+52
+0.5% +$2.09K ﹤0.01% 1371
2022
Q2 		$455K Buy
11,122
+508
+5% +$21.4K ﹤0.01% 1246
2022
Q1 		$449K Buy
10,614
+48
+0.5% +$2K ﹤0.01% 1268
2021
Q4 		$438K Buy
10,566
+262
+3% +$10.6K ﹤0.01% 1295
2021
Q3 		$421K Buy
10,304
+302
+3% +$13K ﹤0.01% 1240
2021
Q2 		$423K Sell
10,002
-303
-3% -$13.1K ﹤0.01% 1209
2021
Q1 		$458K Buy
10,305
+1,350
+15% +$49.5K ﹤0.01% 1063
2020
Q4 		$317K Buy
8,955
+414
+5% +$14.6K ﹤0.01% 1121
2020
Q3 		$284K Buy
8,541
+5
+0.1% +$175 ﹤0.01% 1060
2020
Q2 		$308K Buy
8,536
+1,387
+19% +$53.7K ﹤0.01% 1011
2020
Q1 		$308K Buy
7,149
+2,188
+44% +$101K 0.01% 869
2019
Q4 		$232K Buy
4,961
+502
+11% +$22.5K 0.01% 1016
2019
Q3 		$203K Sell
4,459
-197
-4% -$8.76K 0.01% 917
2019
Q2 		$203K Buy
+4,656
New +$195K 0.01% 896

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AE Wealth Management's HE Position: Q1 2024 in Review

AE Wealth Management sold out of Hawaiian Electric Industries (HE) in Q1 2024, closing a stake of 30,429 shares — an estimated $421K sold.

AE Wealth Management first reported a position in HE in Q2 2019 and held it in 19 quarters. The position peaked at $3.33M in Q2 2023. 297 funds tracked by Wall St. Rank hold HE as of Q1 2024.

  • AE Wealth Management reported no remaining Hawaiian Electric Industries position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 30,429 Hawaiian Electric Industries shares in Q1 2024, an estimated $421K.
  • AE Wealth Management first reported a position in Hawaiian Electric Industries in Q2 2019 and held it in 19 quarters.
  • AE Wealth Management's Hawaiian Electric Industries position peaked at $3.33M in Q2 2023.
  • 297 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.