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BCM
Brookstone Capital Management’s
Hawaiian Electric Industries
HE
Stock Holding History
Brookstone Capital Management’s Portfolio
HE Stock Details
HE Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-10,357
Closed
-$101K
–
1037
2024
Q4
$101K
Buy
+10,357
New
+$105K
﹤0.01%
974
2015
Q4
–
Sell
-253
Closed
-$7K
–
456
2015
Q3
$7K
Hold
253
–
–
﹤0.01%
1283
2015
Q2
$8K
Buy
+253
New
+$7.87K
﹤0.01%
1334
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
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30.72%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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