Armstrong Advisory Group’s Hawaiian Electric Industries HE Stock Holding History

Armstrong Advisory Group’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
2026 Q2	$97.7K	Hold	7,224	–	–	0.01%	348
2026 Q1	$107K	Hold	7,224	–	–	0.01%	313
2025 Q4	$88.9K	Hold	7,224	–	–	0.01%	320
2025 Q3	$79.8K	Sell	7,224 -1,880	-21%	-$21.4K	0.01%	337
2025 Q2	$96.8K	Hold	9,104	–	–	0.01%	292
2025 Q1	$88.6K	Hold	9,104	–	–	0.01%	288
2024 Q4	$88.6K	Hold	9,104	–	–	0.01%	288
2024 Q3	$88.1K	Hold	9,104	–	–	0.01%	290
2024 Q2	$82.1K	Buy	9,104 +763	+9%	+$7.93K	0.01%	295
2024 Q1	$118K	Hold	8,341	–	–	0.01%	229
2023 Q4	$118K	Hold	8,341	–	–	0.01%	229
2023 Q3	$103K	Hold	8,341	–	–	0.01%	231
2023 Q2	$302K	Sell	8,341 -10	-0.1%	-$376	0.03%	128
2023 Q1	$321K	Hold	8,351	–	–	0.04%	120
2022 Q4	$349K	Buy	+8,351	New	+$322K	0.05%	113

Other funds holding HE

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return