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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 $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 $3.37T AUM 44.26% 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

Atria Wealth Solutions's HE Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Hawaiian Electric Industries (HE) in Q2 2025, closing a stake of 21,502 shares — an estimated $235K sold.

Atria Wealth Solutions first reported a position in HE in Q1 2022 and held it in 7 quarters. The position peaked at $377K in Q1 2022. 276 funds tracked by Wall St. Rank hold HE as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Hawaiian Electric Industries position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 21,502 Hawaiian Electric Industries shares in Q2 2025, an estimated $235K.
  • Atria Wealth Solutions first reported a position in Hawaiian Electric Industries in Q1 2022 and held it in 7 quarters.
  • Atria Wealth Solutions's Hawaiian Electric Industries position peaked at $377K in Q1 2022.
  • 276 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.