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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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.37M Buy
222,916
+44,310
+25% +$462K 0.02% 528
2025
Q1 		$1.96M Buy
+178,606
New +$1.8M 0.02% 495

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Congress Wealth Management's HE Position: Q2 2025 in Review

Congress Wealth Management increased its Hawaiian Electric Industries (HE) stake by 25% in Q2 2025, buying an estimated $462K and bringing the position to 222,916 shares worth $2.37M. The position accounts for 0.02% of the portfolio, ranked #528.

Congress Wealth Management first reported a position in HE in Q1 2025 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold HE as of Q2 2025.

  • Congress Wealth Management held 222,916 shares of Hawaiian Electric Industries worth $2.37M as of Q2 2025.
  • Congress Wealth Management bought 44,310 Hawaiian Electric Industries shares in Q2 2025, an estimated $462K.
  • Hawaiian Electric Industries made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #528 holding.
  • Congress Wealth Management first reported a position in Hawaiian Electric Industries in Q1 2025 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.