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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.09M	Sell	761,375 -2,002	-0.3%	-$21.3K	0.06%	198
2025 Q1	$8.36M	Buy	+763,377	New	+$8.36M	0.06%	196