Alpha Cubed Investments’s Hawaiian Electric Industries HE Stock Holding History

Alpha Cubed Investments’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
2022 Q3	–	Sell	-7,100	Closed	-$290K	–	291
2022 Q2	$290K	Hold	7,100	–	–	0.02%	233
2022 Q1	$300K	Buy	+7,100	New	+$296K	0.02%	259
2020 Q2	–	Sell	-4,984	Closed	-$215K	–	226
2020 Q1	$215K	Buy	+4,984	New	+$230K	0.03%	191
2018 Q4	–	Sell	-7,100	Closed	-$256K	–	267
2018 Q3	$256K	Buy	+7,100	New	+$250K	0.03%	262

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

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

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

Bank of New York Mellon

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

Geode Capital Management

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

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

Allspring Global Investments

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

Dimensional Fund Advisors

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