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Asset Planning Inc’s Hawaiian Electric Industries HE Stock Holding History

Asset Planning Inc’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
2025
Q2 		– Sell
-500
Closed -$5.47K – 295
2025
Q1 		$5.47K Hold
500
– – ﹤0.01% 259
2024
Q4 		$4.87K Buy
+500
New +$5.05K ﹤0.01% 265

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Asset Planning Inc's HE Position: Q2 2025 in Review

Asset Planning Inc sold out of Hawaiian Electric Industries (HE) in Q2 2025, closing a stake of 500 shares — an estimated $5.47K sold.

Asset Planning Inc first reported a position in HE in Q4 2024 and held it in 2 quarters. The position peaked at $5.47K in Q1 2025. 276 funds tracked by Wall St. Rank hold HE as of Q2 2025.

  • Asset Planning Inc reported no remaining Hawaiian Electric Industries position as of Q2 2025 after selling out during the quarter.
  • Asset Planning Inc sold 500 Hawaiian Electric Industries shares in Q2 2025, an estimated $5.47K.
  • Asset Planning Inc first reported a position in Hawaiian Electric Industries in Q4 2024 and held it in 2 quarters.
  • Asset Planning Inc's Hawaiian Electric Industries position peaked at $5.47K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2025.

Based on Asset Planning Inc's 13F filing for Q2 2025, filed 25 Jul 2025.