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Baldwin Wealth Partners’s Hawaiian Electric Industries HE Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-886
Closed -$8.58K – 574
2024
Q3 		$8.58K Buy
+886
New +$11K ﹤0.01% 819

Other funds holding HE

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BlackRock
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ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baldwin Wealth Partners's HE Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Hawaiian Electric Industries (HE) in Q4 2024, closing a stake of 886 shares — an estimated $8.58K sold.

Baldwin Wealth Partners first reported a position in HE in Q3 2024 and held it in 1 quarter. The position peaked at $8.58K in Q3 2024. 290 funds tracked by Wall St. Rank hold HE as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Hawaiian Electric Industries position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 886 Hawaiian Electric Industries shares in Q4 2024, an estimated $8.58K.
  • Baldwin Wealth Partners first reported a position in Hawaiian Electric Industries in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Hawaiian Electric Industries position peaked at $8.58K in Q3 2024.
  • 290 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.