Cassady Schiller Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

Cassady Schiller Wealth 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
2024 Q4	$4.87K	Hold	500	–	–	﹤0.01%	412
2024 Q3	$4.84K	Hold	500	–	–	﹤0.01%	349
2024 Q2	$4.51K	Hold	500	–	–	﹤0.01%	354
2024 Q1	$5.63K	Hold	500	–	–	﹤0.01%	365
2023 Q4	$7.09K	Hold	500	–	–	﹤0.01%	344
2023 Q3	$6.16K	Hold	500	–	–	﹤0.01%	360
2023 Q2	$18.1K	Hold	500	–	–	0.01%	289
2023 Q1	$19.2K	Hold	500	–	–	0.01%	274
2022 Q4	$20.9K	Buy	+500	New	+$19.3K	0.01%	266
2022 Q1	–	Sell	-500	Closed	-$21K	–	312
2021 Q4	$21K	Buy	+500	New	+$20.3K	0.01%	268

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cassady Schiller Wealth Management's HE Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Hawaiian Electric Industries (HE) position steady in Q4 2024 at 500 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Cassady Schiller Wealth Management first reported a position in HE in Q4 2021 and has held it in 10 quarters since. The position peaked at $21K in Q4 2021. 290 funds tracked by Wall St. Rank hold HE as of Q4 2024.

Cassady Schiller Wealth Management held 500 shares of Hawaiian Electric Industries worth $4.87K as of Q4 2024.
Cassady Schiller Wealth Management left its Hawaiian Electric Industries share count unchanged in Q4 2024.
Hawaiian Electric Industries made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #412 holding.
Cassady Schiller Wealth Management first reported a position in Hawaiian Electric Industries in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Hawaiian Electric Industries position peaked at $21K in Q4 2021.
290 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.