Byrne Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Byrne Asset Management’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
2026 Q2	$204K	Buy	+15,100	New	+$215K	0.11%	149
2026 Q1	–	Sell	-12,780	Closed	-$157K	–	585
2025 Q4	$157K	Buy	12,780 +7,389	+137%	+$85.6K	0.09%	157
2025 Q3	$59.5K	Buy	5,391 +410	+8%	+$4.67K	0.04%	211
2025 Q2	$52.9K	Buy	4,981 +1,094	+28%	+$11.4K	0.04%	218
2025 Q1	$42.6K	Buy	3,887 +987	+34%	+$9.97K	0.03%	243
2024 Q4	$28.2K	Sell	2,900 -800	-22%	-$8.09K	0.02%	248
2024 Q3	$35.8K	Buy	+3,700	New	+$45.8K	0.02%	232

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GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return