Axa
HE icon

Axa’s Hawaiian Electric Industries HE Stock Holding History

Axa’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
Q2 		– Sell
-13,900
Closed -$588K – 1153
2022
Q1 		$588K Sell
13,900
-1,200
-8% -$50K ﹤0.01% 1018
2021
Q4 		$627K Sell
15,100
-12,000
-44% -$487K ﹤0.01% 1003
2021
Q3 		$1.11M Buy
+27,100
New +$1.16M ﹤0.01% 954
2021
Q1 		– Sell
-13,300
Closed -$471K – 1259
2020
Q4 		$471K Hold
13,300
– – ﹤0.01% 1077
2020
Q3 		$442K Buy
+13,300
New +$466K ﹤0.01% 1056
2015
Q1 		– Sell
-9,454
Closed -$317K – 1455
2014
Q4 		$317K Sell
9,454
-85,500
-90% -$2.49M ﹤0.01% 1194
2014
Q3 		$2.52M Hold
94,954
– – 0.01% 685
2014
Q2 		$2.4M Buy
+94,954
New +$2.31M 0.01% 726

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return