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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return