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

Cresset 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
2025 Q1	–	Sell	-13,192	Closed	-$128K	–	1779
2024 Q4	$128K	Sell	13,192 -39,058	-75%	-$395K	﹤0.01%	1611
2024 Q3	$506K	Sell	52,250 -77,215	-60%	-$957K	﹤0.01%	1509
2024 Q2	$1.17M	Buy	129,465 +47,662	+58%	+$495K	﹤0.01%	992
2024 Q1	$922K	Buy	81,803 +36,577	+81%	+$465K	﹤0.01%	1021
2023 Q4	$642K	Buy	45,226 +29,227	+183%	+$380K	﹤0.01%	1097
2023 Q3	$197K	Buy	15,999 +4,891	+44%	+$119K	﹤0.01%	1632
2023 Q2	$402K	Buy	+11,108	New	+$418K	﹤0.01%	1384
2019 Q2	–	Sell	-67	Closed	-$3K	–	970
2019 Q1	$3K	Buy	+67	New	+$2.55K	﹤0.01%	1513

Other funds holding HE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cresset Asset Management's HE Position: Q1 2025 in Review

Cresset Asset Management sold out of Hawaiian Electric Industries (HE) in Q1 2025, closing a stake of 13,192 shares — an estimated $128K sold.

Cresset Asset Management first reported a position in HE in Q1 2019 and held it in 8 quarters. The position peaked at $1.17M in Q2 2024. 289 funds tracked by Wall St. Rank hold HE as of Q1 2025.

Cresset Asset Management reported no remaining Hawaiian Electric Industries position as of Q1 2025 after selling out during the quarter.
Cresset Asset Management sold 13,192 Hawaiian Electric Industries shares in Q1 2025, an estimated $128K.
Cresset Asset Management first reported a position in Hawaiian Electric Industries in Q1 2019 and held it in 8 quarters.
Cresset Asset Management's Hawaiian Electric Industries position peaked at $1.17M in Q2 2024.
289 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2025.

Based on Cresset Asset Management's 13F filing for Q1 2025, filed 13 May 2025.