Cedar Mountain Advisors’s Hawaiian Electric Industries HE Stock Holding History

Cedar Mountain Advisors’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	$10.7K	Sell	792 -13	-2%	-$185	﹤0.01%	480
2026 Q1	$11.9K	Buy	805 +705	+705%	+$10.7K	﹤0.01%	416
2025 Q4	$1.23K	Hold	100	–	–	﹤0.01%	472
2025 Q3	$1.1K	Hold	100	–	–	﹤0.01%	513
2025 Q2	$1.06K	Hold	100	–	–	﹤0.01%	323
2025 Q1	$1.09K	Hold	100	–	–	﹤0.01%	306
2024 Q4	$973	Hold	100	–	–	﹤0.01%	333
2024 Q3	$968	Hold	100	–	–	﹤0.01%	305
2024 Q2	$902	Buy	+100	New	+$1.04K	﹤0.01%	301
2023 Q3	–	Sell	-1,440	Closed	-$52.1K	–	320
2023 Q2	$52.1K	Hold	1,440	–	–	0.01%	71
2023 Q1	$55.3K	Hold	1,440	–	–	0.02%	68
2022 Q4	$60.3K	Hold	1,440	–	–	0.02%	65
2022 Q3	$50K	Hold	1,440	–	–	0.02%	69
2022 Q2	$59K	Hold	1,440	–	–	0.02%	67
2022 Q1	$61K	Hold	1,440	–	–	0.02%	73
2021 Q4	$60K	Hold	1,440	–	–	0.02%	69
2021 Q3	$59K	Hold	1,440	–	–	0.02%	67
2021 Q2	$61K	Hold	1,440	–	–	0.02%	65
2021 Q1	$64K	Hold	1,440	–	–	0.02%	62
2020 Q4	$51K	Hold	1,440	–	–	0.02%	70
2020 Q3	$48K	Hold	1,440	–	–	0.02%	68
2020 Q2	$52K	Hold	1,440	–	–	0.02%	61
2020 Q1	$62K	Hold	1,440	–	–	0.03%	50
2019 Q4	$67K	Buy	+1,440	New	+$64.5K	0.03%	57

Other funds holding HE

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

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

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 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