BFEC
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Benjamin F. Edwards & Company’s Hawaiian Electric Industries HE Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$6K Hold
635
– – ﹤0.01% 1835
2024
Q1 		$7K Buy
+635
New +$8.07K ﹤0.01% 1776
2019
Q2 		– Sell
-200
Closed -$8K – 1932
2019
Q1 		$8K Hold
200
– – ﹤0.01% 1374
2018
Q4 		$7K Hold
200
– – ﹤0.01% 1376
2018
Q3 		$7K Hold
200
– – ﹤0.01% 1346
2018
Q2 		$7K Hold
200
– – ﹤0.01% 1344
2018
Q1 		$7K Buy
+200
New +$6.76K ﹤0.01% 1341
2015
Q2 		– Sell
-144
Closed -$5K – 1172
2015
Q1 		$5K Buy
+144
New +$4.8K ﹤0.01% 991
2014
Q3 		– Sell
-200
Closed -$5K – 991
2014
Q2 		$5K Hold
200
– – ﹤0.01% 813
2014
Q1 		$5K Hold
200
– – ﹤0.01% 777
2013
Q4 		$5K Hold
200
– – ﹤0.01% 745
2013
Q3 		$5K Buy
+200
New +$5.14K ﹤0.01% 695

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Benjamin F. Edwards & Company's HE Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Hawaiian Electric Industries (HE) position steady in Q2 2024 at 635 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Benjamin F. Edwards & Company first reported a position in HE in Q3 2013 and has held it in 12 quarters since. The position peaked at $8K in Q1 2019. 277 funds tracked by Wall St. Rank hold HE as of Q2 2024.

  • Benjamin F. Edwards & Company held 635 shares of Hawaiian Electric Industries worth $6K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Hawaiian Electric Industries share count unchanged in Q2 2024.
  • Hawaiian Electric Industries made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1835 holding.
  • Benjamin F. Edwards & Company first reported a position in Hawaiian Electric Industries in Q3 2013 and has held it in 12 quarters since.
  • Benjamin F. Edwards & Company's Hawaiian Electric Industries position peaked at $8K in Q1 2019.
  • 277 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.