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Baker Avenue Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Baker Avenue Asset Management’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
Q1 		$324K Buy
21,846
+3,030
+16% +$45.8K 0.01% 586
2025
Q4 		$231K Buy
18,816
+1,433
+8% +$16.6K 0.01% 577
2025
Q3 		$192K Buy
+17,383
New +$198K ﹤0.01% 594
2023
Q3 		– Sell
-12
Closed -$434 – 1637
2023
Q2 		$434 Sell
12
-6
-33% -$226 ﹤0.01% 1467
2023
Q1 		$691 Hold
18
– – ﹤0.01% 1308
2022
Q4 		$753 Buy
+18
New +$695 ﹤0.01% 1198

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