Central Pacific Bank - Trust Division’s Hawaiian Electric Industries HE Stock Holding History

Central Pacific Bank - Trust Division’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	$419	Hold	31	–	–	﹤0.01%	857
2026 Q1	$460	Hold	31	–	–	﹤0.01%	842
2025 Q4	$381	Hold	31	–	–	﹤0.01%	826
2025 Q3	$342	Hold	31	–	–	﹤0.01%	820
2025 Q2	$330	Hold	31	–	–	﹤0.01%	828
2025 Q1	$339	Sell	31 -107	-78%	-$1.08K	﹤0.01%	836
2024 Q4	$1.34K	Hold	138	–	–	﹤0.01%	837
2024 Q3	$1.34K	Hold	138	–	–	﹤0.01%	812
2024 Q2	$1.25K	Hold	138	–	–	﹤0.01%	897
2024 Q1	$1.53K	Buy	+138	New	+$1.75K	﹤0.01%	888

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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