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Carolinas Wealth Consulting’s Hawaiian Electric Industries HE Stock Holding History

Carolinas Wealth Consulting’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
-330
Closed -$3.19K – 1076
2024
Q3 		$3.19K Buy
+330
New +$4.09K ﹤0.01% 729

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 $4.15B 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 $3.37T AUM 44.26% 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 $666B AUM 30.12% 1-Year Est. Return

Carolinas Wealth Consulting's HE Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of Hawaiian Electric Industries (HE) in Q4 2024, closing a stake of 330 shares — an estimated $3.19K sold.

Carolinas Wealth Consulting first reported a position in HE in Q3 2024 and held it in 1 quarter. The position peaked at $3.19K in Q3 2024. 290 funds tracked by Wall St. Rank hold HE as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining Hawaiian Electric Industries position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 330 Hawaiian Electric Industries shares in Q4 2024, an estimated $3.19K.
  • Carolinas Wealth Consulting first reported a position in Hawaiian Electric Industries in Q3 2024 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Hawaiian Electric Industries position peaked at $3.19K in Q3 2024.
  • 290 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.