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Capital Analysts LLC’s Hawaiian Electric Industries HE Stock Holding History

Capital Analysts LLC’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
-73
Closed -$1K – 1331
2024
Q3 		$1K Hold
73
– – ﹤0.01% 1266
2024
Q2 		$1K Hold
73
– – ﹤0.01% 1151
2024
Q1 		$1K Hold
73
– – ﹤0.01% 1081
2023
Q4 		$1K Sell
73
-479
-87% -$6.23K ﹤0.01% 1058
2023
Q3 		$7K Buy
552
+16
+3% +$389 ﹤0.01% 935
2023
Q2 		$20K Buy
536
+4
+0.8% +$151 ﹤0.01% 727
2023
Q1 		$21K Buy
532
+1
+0.2% +$41 ﹤0.01% 723
2022
Q4 		$22K Buy
531
+5
+1% +$193 ﹤0.01% 743
2022
Q3 		$18K Buy
526
+8
+2% +$322 ﹤0.01% 732
2022
Q2 		$21K Buy
518
+5
+1% +$210 ﹤0.01% 703
2022
Q1 		$22K Buy
513
+4
+0.8% +$167 ﹤0.01% 664
2021
Q4 		$21K Buy
509
+1
+0.2% +$41 ﹤0.01% 706
2021
Q3 		$21K Buy
508
+67
+15% +$2.88K ﹤0.01% 694
2021
Q2 		$19K Hold
441
– – ﹤0.01% 675
2021
Q1 		$20K Hold
441
– – ﹤0.01% 716
2020
Q4 		$16K Buy
+441
New +$15.6K ﹤0.01% 535

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Analysts LLC's HE Position: Q4 2024 in Review

Capital Analysts LLC sold out of Hawaiian Electric Industries (HE) in Q4 2024, closing a stake of 73 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in HE in Q4 2020 and held it in 16 quarters. The position peaked at $22K in Q4 2022. 290 funds tracked by Wall St. Rank hold HE as of Q4 2024.

  • Capital Analysts LLC reported no remaining Hawaiian Electric Industries position as of Q4 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 73 Hawaiian Electric Industries shares in Q4 2024, an estimated $1K.
  • Capital Analysts LLC first reported a position in Hawaiian Electric Industries in Q4 2020 and held it in 16 quarters.
  • Capital Analysts LLC's Hawaiian Electric Industries position peaked at $22K in Q4 2022.
  • 290 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2024.

Based on Capital Analysts LLC's 13F filing for Q4 2024, filed 14 Feb 2025.