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Capital Advisors Ltd’s Hawaiian Electric Industries HE Stock Holding History

Capital Advisors Ltd’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
Q1 		– Sell
-62
Closed -$1K – 1442
2024
Q4 		$1K Sell
62
-63
-50% -$637 ﹤0.01% 1213
2024
Q3 		$1K Buy
125
+4
+3% +$50 ﹤0.01% 1212
2024
Q2 		$1K Sell
121
-620
-84% -$6.44K ﹤0.01% 1204
2024
Q1 		$8K Buy
741
+600
+426% +$7.63K ﹤0.01% 767
2023
Q4 		$2K Sell
141
-101
-42% -$1.31K ﹤0.01% 1023
2023
Q3 		$3K Sell
242
-100
-29% -$2.43K ﹤0.01% 933
2023
Q2 		$12K Buy
342
+23
+7% +$866 ﹤0.01% 658
2023
Q1 		$12K Sell
319
-564
-64% -$22.9K ﹤0.01% 529
2022
Q4 		$12K Buy
883
+750
+564% +$28.9K ﹤0.01% 533
2022
Q3 		$5K Hold
133
– – ﹤0.01% 635
2022
Q2 		$5K Hold
133
– – ﹤0.01% 573
2022
Q1 		$6K Hold
133
– – ﹤0.01% 568
2021
Q4 		$6K Buy
+133
New +$5.4K ﹤0.01% 557

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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital Advisors Ltd's HE Position: Q1 2025 in Review

Capital Advisors Ltd sold out of Hawaiian Electric Industries (HE) in Q1 2025, closing a stake of 62 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in HE in Q4 2021 and held it in 13 quarters. The position peaked at $12K in Q2 2023. 289 funds tracked by Wall St. Rank hold HE as of Q1 2025.

  • Capital Advisors Ltd reported no remaining Hawaiian Electric Industries position as of Q1 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 62 Hawaiian Electric Industries shares in Q1 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Hawaiian Electric Industries in Q4 2021 and held it in 13 quarters.
  • Capital Advisors Ltd's Hawaiian Electric Industries position peaked at $12K in Q2 2023.
  • 289 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2025.

Based on Capital Advisors Ltd's 13F filing for Q1 2025, filed 15 Apr 2025.