BTI
HE icon

Blue Trust Inc’s Hawaiian Electric Industries HE Stock Holding History

Blue Trust Inc’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
-1,016
Closed -$9.16K – 2673
2024
Q3 		$9.16K Buy
1,016
+565
+125% +$7K ﹤0.01% 2223
2024
Q2 		$5.08K Buy
+451
New +$4.69K ﹤0.01% 2198
2024
Q1 		– Sell
-679
Closed -$8K – 2423
2023
Q4 		$8K Buy
679
+494
+267% +$6.42K ﹤0.01% 1660
2023
Q3 		$7K Buy
185
+58
+46% +$1.41K ﹤0.01% 1524
2023
Q2 		$5K Sell
127
-2,194
-95% -$82.6K ﹤0.01% 1528
2023
Q1 		$97K Buy
2,321
+839
+57% +$34K ﹤0.01% 777
2022
Q4 		$52K Buy
1,482
+703
+90% +$27.1K ﹤0.01% 893
2022
Q3 		$32K Buy
779
+530
+213% +$21.3K ﹤0.01% 911
2022
Q2 		$10K Buy
+249
New +$10.5K ﹤0.01% 1204

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return