Congress Asset Management’s Hawaiian Electric Industries HE Stock Holding History

Congress Asset 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
2026 Q2	$13.5M	Buy	996,265 +6,930	+0.7%	+$98.8K	0.08%	190
2026 Q1	$14.7M	Buy	989,335 +212,256	+27%	+$3.21M	0.11%	177
2025 Q4	$9.56M	Buy	777,079 +18,091	+2%	+$210K	0.07%	195
2025 Q3	$8.38M	Sell	758,988 -2,387	-0.3%	-$27.2K	0.06%	197
2025 Q2	$8.09M	Sell	761,375 -2,002	-0.3%	-$20.9K	0.06%	198
2025 Q1	$8.36M	Buy	+763,377	New	+$7.71M	0.06%	196

Other funds holding HE

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

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return