Cerity Partners
HE icon

Cerity Partners’s Hawaiian Electric Industries HE Stock Holding History

Cerity Partners’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
Q1 		$1.09M Buy
+73,754
New +$1.12M ﹤0.01% 1811
2025
Q1 		– Sell
-11,991
Closed -$116K – 2532
2024
Q4 		$116K Sell
11,991
-14,831
-55% -$150K ﹤0.01% 2319
2024
Q3 		$260K Sell
26,822
-18,850
-41% -$234K ﹤0.01% 2162
2024
Q2 		$412K Buy
45,672
+30,431
+200% +$316K ﹤0.01% 1639
2024
Q1 		$172K Buy
+15,241
New +$194K ﹤0.01% 2140
2023
Q3 		– Sell
-7,460
Closed -$270K – 1529
2023
Q2 		$270K Sell
7,460
-196
-3% -$7.38K ﹤0.01% 1429
2023
Q1 		$294K Buy
7,656
+2,383
+45% +$96.6K ﹤0.01% 1537
2022
Q4 		$220K Buy
+5,273
New +$204K ﹤0.01% 1287
2022
Q3 		– Sell
-5,892
Closed -$241K – 1206
2022
Q2 		$241K Buy
+5,892
New +$248K ﹤0.01% 1008
2022
Q1 		– Sell
-4,926
Closed -$204K – 1009
2021
Q4 		$204K Buy
+4,926
New +$200K ﹤0.01% 929

Other funds holding HE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return