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Beacon Pointe Advisors’s Hawaiian Electric Industries HE Stock Holding History

Beacon Pointe Advisors’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
-12,930
Closed -$142K – 1267
2025
Q1 		$142K Sell
12,930
-967
-7% -$9.77K ﹤0.01% 1174
2024
Q4 		$135K Sell
13,897
-1,325
-9% -$13.4K ﹤0.01% 1171
2024
Q3 		$147K Sell
15,222
-1,625
-10% -$20.1K ﹤0.01% 1180
2024
Q2 		$152K Buy
16,847
+249
+2% +$2.59K ﹤0.01% 1208
2024
Q1 		$187K Sell
16,598
-1,242
-7% -$15.8K ﹤0.01% 1278
2023
Q4 		$253K Sell
17,840
-23,443
-57% -$305K ﹤0.01% 1130
2023
Q3 		$508K Buy
+41,283
New +$1M 0.01% 866
2023
Q2 		– Sell
-43,990
Closed -$1.69M – 1126
2023
Q1 		$1.69M Buy
+43,990
New +$1.78M 0.03% 430

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