CWM
HE icon

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

Congress Wealth Management’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.37M Buy
222,916
+44,310
+25% +$471K 0.02% 528
2025
Q1 		$1.96M Buy
+178,606
New +$1.96M 0.02% 495