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Choreo LLC’s Hawaiian Electric Industries HE Stock Holding History

Choreo LLC’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 		$350K Buy
23,571
+49
+0.2% +$741 ﹤0.01% 1154
2025
Q4 		$297K Sell
23,522
-1,195
-5% -$13.8K ﹤0.01% 1225
2025
Q3 		$273K Buy
24,717
+11,468
+87% +$131K ﹤0.01% 1284
2025
Q2 		$141K Buy
13,249
+2,553
+24% +$26.6K ﹤0.01% 1434
2025
Q1 		$117K Sell
10,696
-5,494
-34% -$55.5K ﹤0.01% 1363
2024
Q4 		$158K Buy
16,190
+2,173
+16% +$22K ﹤0.01% 1472
2024
Q3 		$128K Sell
14,017
-2,859
-17% -$35.4K ﹤0.01% 1514
2024
Q2 		$141K Buy
+16,876
New +$175K ﹤0.01% 1372
2023
Q3 		– Sell
-5,543
Closed -$201K – 470
2023
Q2 		$201K Hold
5,543
– – 0.01% 452
2023
Q1 		$213K Buy
+5,543
New +$225K 0.01% 450

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