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Atria Wealth Solutions’s Hawaiian Electric Industries HE Stock Holding History

Atria Wealth Solutions’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
-21,502
Closed -$235K – 1654
2025
Q1 		$235K Buy
+21,502
New +$217K ﹤0.01% 1620
2023
Q3 		– Sell
-8,757
Closed -$317K – 1912
2023
Q2 		$317K Buy
8,757
+19
+0.2% +$715 ﹤0.01% 1400
2023
Q1 		$336K Sell
8,738
-63
-0.7% -$2.55K 0.01% 1350
2022
Q4 		$368K Buy
8,801
+17
+0.2% +$656 0.01% 1245
2022
Q3 		$304K Buy
8,784
+17
+0.2% +$684 0.01% 1293
2022
Q2 		$359K Sell
8,767
-140
-2% -$5.89K 0.01% 1126
2022
Q1 		$377K Buy
+8,907
New +$371K 0.01% 1205

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 $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return